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
Men earn nearly $10,000 more than women in bonuses and overtime pay, fuelling the gender pay gap: new data
Men are earning on average A$9,753 more than women each year in the form of performance bonuses, allowances and overtime…
Your retirement. Your way. Your adventure.
Retirement has often been seen as a time to slow down and enjoy the simple pleasures of daily life. And…
Why overnight home care matters for seniors and their families
Ageing is a natural part of life, and with it often comes a reduced ability to manage everyday tasks, especially…
Underinsurance: What it is and how to avoid it
Get the right amount of home insurance and protect yourself from costly surprises. When disaster strikes, the last thing you…
Lenders Mortgage Insurance
What is Lenders Mortgage Insurance (LMI)? If you’re finding it difficult to save a 20% home loan deposit, you might…
The ATO is targeting super dental extractions
The number of applications to access super for medical treatments has surged You may have heard or read ads from…
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The ATO is targeting super dental extractions
The ATO is targeting super dental extractions – Skeggs Goldstien, Planners, Bella Vista
sgapl.com.au
The number of applications to access super for medical treatments has surged You may have heard or read ads from some dental service providers asserting that you can access your superannuation to pay …
Lenders Mortgage Insurance
Lenders Mortgage Insurance – Skeggs Goldstien, Planners, Bella Vista
sgapl.com.au
What is Lenders Mortgage Insurance (LMI)? If you’re finding it difficult to save a 20% home loan deposit, you might still be able to borrow by paying Lenders Mortgage Insurance. Here’s everything …
How to spot a scam website
How to spot a scam website – Skeggs Goldstien, Planners, Bella Vista
sgapl.com.au
Recently, there was an alert about the ASIC Moneysmart website being impersonated. It’s part of a growing – and increasingly sophisticated – trend of scammers targeting reputable, high traffic w…
5 strategies for financially surviving divorce
5 strategies for financially surviving divorce – Skeggs Goldstien, Planners, Bella Vista
sgapl.com.au
Divorce can be one of life’s most emotionally and financially disruptive events. Whether you’re in the early stages of separation or rebuilding after a settlement, understanding the financial impl…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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