Prepare for tomorrow, make the most of today

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 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


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.


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!

We’re committed to your privacy. We may use this information you provide to us to contact you about our services. You may unsubscribe anytime.

Know where you stand – Wealth Report is a one-stop shop for understanding your financial situation

Project your future – Use Wealth Report’s industry-leading modelling to project your future.

Immediate response – Wealth Report delivers your personal report immediately.

Assess you goals – Explore multiple ‘What if’ scenarios for the years ahead.

Let us do the maths. With Wealth Report’s integrated approach, fill out your information once and we will apply all appropriate calculators to fit your life

Secure and private. We are unable to view your personal information unless you select the option to allow a qualified financial adviser from our team to view your data and contact you.

Download the Guide

In this free ebook we share 5 important steps to help you be the boss of your money.

We’re committed to your privacy. We may use this information you provide to us to contact you about our services. You may unsubscribe anytime.

Jane Brown

Head Accountant

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