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
New SMSF? Here’s what you need to do by 31 October
If you’re lodging your self-managed super fund annual return for the first time learn about your lodgment obligations. If you…
Private vs government-funded elderly care: what’s best for your loved one?
Older Australians can access both government-funded and private aged care services, each with different costs, eligibility rules and flexibility. Understanding…
How ‘investment procrastination’ could be hurting your wealth
Putting off investing could cost you more than you think Many people delay investing because they feel they don’t know…
Thinking about retirement
We can help you plan for retirement and meet financial challenges when you’re retired. You may be at a point…
Estate planning
How to develop an estate planning strategy to deal with your assets in the event of your death. Estate planning…
Is big tech about to stumble?
It’s easy to get sucked into the lure of the biggest companies – they’re the most powerful; they’re unstoppable. But…
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Thinking about retirement
Thinking about retirement – Skeggs Goldstien, Planners, Bella Vista
sgapl.com.au
We can help you plan for retirement and meet financial challenges when you’re retired. You may be at a point in your life where you’re thinking about retiring. This could mean you’re reducing yo…
Is big tech about to stumble?
Is big tech about to stumble? – Skeggs Goldstien, Planners, Bella Vista
sgapl.com.au
It’s easy to get sucked into the lure of the biggest companies – they’re the most powerful; they’re unstoppable. But history suggests that’s not how these things work. The companies many inv…
Estate planning
Estate planning – Skeggs Goldstien, Planners, Bella Vista
sgapl.com.au
How to develop an estate planning strategy to deal with your assets in the event of your death. Estate planning involves developing a strategy to deal with your assets after you die – the legal inst…
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