Clifton Accountants
Logo - THE Business Specialists
 

 

Financial Planning

Cliftons Bomaderry has partnered with Grant Agnew of Agnew Wealth Creations to provide you with the best and most comprehensive accounting, business planning, business development, financial planning and investment service available.  Whether you are located in the Shoalhaven, Batemans Bay, Wollongong or surrounding areas, Agnew's can serve your needs.

 

With the convenience of being located in the centre of Nowra, Agnew's has employed expert and knowledgeable planners to make sure that every aspect of you financial and investment needs are analysed and met.  You can be confident of the advice and results.  We at Cliftons are proud to use Agnew's for our investment advice and planning, and recommend that you do the same.

 

Agnew's offers a number of options with platform investment, direct share portfolios, wrap accountsand managed self investment.  Additionally, you can have the choice of structuring your fees the way that best suits you.  Whilst examining your investment needs and desires, Agnew's can review your home loan and offer alternatives through their mortgage broking arm, All Sorts of Mortgages.

 

Contact Cliftons to arrange to meet with one of our team and a representative of Agnew's, and start planning for a more financially sound tomorrow.

toptop

 

Dates to Bookmark

tools & utilities

Testimonials
Our TeamHistoryCommunity InvolvementFinancial PlanningTestimonials
Our TeamHistoryCommunity InvolvementFinancial PlanningTestimonials
AuditBankLinkBusiness AdvisoryCashflow ImprovementFinancial PlanningTaxation
Computer Records
2010 Federal Budget & Henry Tax ReviewAppealing Against The ATOBorrowing in a Self Managed Super FundImportant DatesNewsletters & FlyersSeminarsTax UpdateTop Business TipsTop Tax TipsYear-End Tax Tips
Business Capital Gains TaxBusiness Health CheckDownloadsFringe Benefits TaxGood Debt v Bad DebtInvestorsLinksNot For Profit OrganisationsRental PropertiesSelf Managed Superannuation Funds (SMSF)Tax Structures
90 Minutes To Success90 Minutes To Success Purchase DetailsAbsolute CertaintyHow To Win Friends And Influence PeoplePurple CowRich Dad, Poor DadThe 7 Habits of Highly Effective PeopleThe Richest Man In BabylonThink And Grow Rich
Bomaderry Enquiry FormBowral Enquiry FormClifton's Newsletter