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
Super lump sum
You may be able to take your superannuation as a lump sum payment when you retire. This is usually tax-free…
Investing in the property market
Are you thinking about buying an investment property? Buying a property that you do not plan to live in can…
Australia’s equities exodus is finally taking off
Many Australian investors are discovering the benefits from investing offshore. Australian financial markets are continuing to evolve, and that’s why…
Harris versus Trump – implications for investors and Australia
Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Key points – The US election has…
Enjoy the now and secure your future
Managing your financial situation always involves tension between how you live your life now and preparing for your future –…
Time is up for the resilient consumer
It’s evident that the Australian consumer is under pressure. It appears the tailwinds that helped brand the consumer as ‘resilient’…
The Latest from Facebook
Want to make your dollar stretch further?
Happiness is not something you postpone for the future
If you don’t want to rely on the pension at retirement, speak to us today.
Underestimate your income, overestimate your expenses
Reset, refocus, readjust, restart, as many times as you need to
What steps are you taking to secure your financial future?
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.
