Prepare for tomorrow, make the most of today
How we can help you
Welcome to Skeggs Goldstien, a privately owned financial services business, providing a complete range of financial, wealth and accounting services for individuals and businesses. With two Sydney offices, in Chatswood and Norwest Business Park, Bella Vista, the Skeggs Goldstien team of qualified professionals provide advice in the following areas:
Tax & Accounting Services
At Skeggs Goldstien, we pride ourselves on delivering high quality Taxation and Accounting services. Our aim is to simplify the many complex issues our clients may face by ‘making clear what is unclear’.
Financial Planning and Wealth Management
Financial planning and Wealth Management advice helps you plan and manage your money to work towards making your goals become a reality.
Skeggs Goldstien Business Advice
At Skeggs Goldstien, we provide small to medium sized business (SMB) with greater certainty and control by delivering complete business advice, planning, accounting and debt services.
Self Managed Super Fund
An SMSF is one where you, as a trustee and member, have responsibility over the management, investment and administration of your super fund.
Superannuation
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money for the future
Investments
Everyone has different needs and circumstances. Please contact us before you start putting your money into any form of investment.
Wealth Protection
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right solution for you and your family.
Home Loans & Refinancing
Whether you’re buying a home for the first time, refinancing, or after a construction loan. We can ensure you’re armed with the all the information you need to help you on your way.
Debt Management
Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.
Estate Planning
We’d all like to leave a legacy once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.
Aged Care
It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
Insights
Trump 2.0: Why investors should expect a somewhat rougher ride, but it may not be as bad as feared
Key points – The economic and financial environment today is more challenging than when Trump first took over in 2017:…
Super contributions
If you’re employed, your employer should be paying a percentage of your earnings into your super account. It’s worth checking…
A rear-vision roadmap to greater retirement heights
Future investment returns are unknown, but past returns are a guide for retirement. If you’re a member of a superannuation…
From clutter to cash
Have you ever looked around your place and wondered how much cash is sitting in those old clothes you never…
Are you an impulsive spender?
Characteristics of impulsive spenders A ‘money mindset’ is a way of thinking about personal finance. Your money mindset can change…
Weighing up the Age Pension and the assets test
Why having less super isn’t necessarily a financial sweet spot for retirees. Millions of Australians aged 67 and over have…
The Latest from Facebook
In the midst of chaos, there is also opportunity.
What are your 2025 financial goals?
Today Skeggs Goldstien was a sponsor of the CrystalBay Sailability Hanse Challenge.
Sailability is the integrated Alfred Community Sailing Sailability squad
based at the Royal Price Alfred Sailing Club.
They are an actively supportive group of variously able sailors and volunteers who sail HANSA Class Sailing Dinghies and Skiffs.
Today @John Smidmore representing the 11 Metre One Design group came hone with a win. Congratulations John.
When it comes to investing, we want our money to grow
There is $17.8 billion in lost or unclaimed super waiting to be found
3 keys to successful investing
View our latest newsletter with the latest financial planning articles and information.
5 Easy Steps To Your Dream Retirement
In this free ebook we share 5 important steps you can take to start planning for your retirement NOW!
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