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
Ways to fast track paying off your mortgage
Owning your home outright might feel like a far-off dream, especially if you’re grappling with cost-of-living increases – but with…
How much super should I have?
How much super should I have is a common question. But when it comes to how much super (or other…
The hunt for yield is on again. But not all yields are the same.
Low interest rates have intensified the search for higher income returns Noted in a recent article, Australian households are now…
How changes to deeming rates could affect your pension payments
What the end to the deeming freeze means for Age Pensioners If you receive the Age Pension, changes that came…
Are you a glass-half-full or glass-half-empty investor?
When you think about the markets, do you see promise or peril? Are you the type to believe the glass…
Legacy or liability? Planning a smooth wealth transfer
Australians inherited an estimated $150 billion in 2024, an increase of more than 70 per cent in a decade, according…
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The hunt for yield is on again. But not all yields are the same.
sgapl.com.au
Low interest rates have intensified the search for higher income returns Noted in a recent article, Australian households are now holding record amounts of cash. Reserve Bank data shows the weighted a…
How much super should I have?
How much super should I have? – Skeggs Goldstien, Planners, Bella Vista
sgapl.com.au
How much super should I have is a common question. But when it comes to how much super (or other savings) you’ll need for retirement there’s no single right number – because everyone’s retirem…
Your money is your pathway to achieving your financial goals
Anything can make me stop and look and wonder, and sometimes learn
Legacy or liability? Planning a smooth wealth transfer
Legacy or liability? Planning a smooth wealth transfer – Skeggs Goldstien, Planners, Bella Vista
sgapl.com.au
Australians inherited an estimated $150 billion in 2024, an increase of more than 70 per cent in a decade, according to a JBWere report.i It’s a number that’s predicted to grow more rapidly over t…
How changes to deeming rates could affect your pension payments
sgapl.com.au
What the end to the deeming freeze means for Age Pensioners If you receive the Age Pension, changes that came into effect on 20 September could affect your payments. Deeming rates used by the governme…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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