I am a licensed, skilled and passionate Mortgage Broker with Yellow Brick Road.
I have the rewarding role of guiding families in making one of the largest financial decisions they will make in their lifetime – the purchase of a home.
I offer more than a Residential Home Loan. I offer a review of your Entire Financial Position.
As such, I am your go-to for Financial Planning, General Insurance (Car, home, life), Vehicle and Asset Finance, Business Lending, Commercial Lending, Sourcing Investment Properties, High Return Fund Investment, Creating a Will and even in getting the cheapest exchange rates for regular international transfers.
My strength’s are in assisting families get into their first home, in investment purchases, sourcing quality investment properties, refinancing to better rates and in Self Managed Super Fund (SMSF) lending.
I have a soft spot for fellow inner west mum’s knowing only too well how hard it was for me to break into the property market and to find, afford and love where you live.
I can host you for a coffee and chat at our CBD office* or I can come to you (perhaps after the babies are asleep, you have a glass of wine, and you have capacity for some grown up time).
* NSW Branch of the Year 2010, 2011, 2012, 2013, 2014, 2015, 2016 | National Branch of the Year 2010, 2011, 2014, 2015
I love to sit with my clients and get a real feel for who they are, and what their goals are. I only get to the detail of the loan when I understand what is driving the appointment and when my clients feel like I understand them and their needs.
My advice and management of the process through to settlement, is free. I have access to all of the major lenders and I know where to find the best interest rates.
Phone: 0427 695 484
Address: Yellow Brick Road, 2a Bligh Street, Sydney
Zippy Financial is your expert broker for Residential Mortgages, Vehicle and Asset Finance, Commercial Lending, Wealth Planning, General Insurance and Investment Property Sourcing, with a convenient mobile team that comes to you.
Founded by Principal Broker, Louisa Sanghera, who brings over 25 years experience in banking and the finance industry, Zippy Financial has grown quickly to become a favourite among families in the Ryde area.
Louisa is a multi-award nominated expert in the field of finance, a sought-after keynote speaker at finance and investment seminars across the country and a popular contributor to a variety of industry publications.
Louisa is delighted to be a part of the Ryde District Mums community and really goes the extra mile to take care of her network of wonderful Mums.
Phone: 1300 855 022
Cappello Rowe Lawyers is a modern and innovative firm, operating in both Sydney and Regional New South Wales and committed to delivering the highest quality legal services.
The firm’s objective is to offer specialised services to clients in areas such as Family Law, Conveyancing, Estate Planning including Wills and Employment Law. Cappello Rowe delivers quality legal advice that exceeds all expectations. Cappello Rowe understands clients’ needs, adopting a proactive approach to all problem-solving and the resolution of a legal issue.
Cappello Rowe offers fixed fee quotes and is completely transparent with fees and estimates.
The team at Cappello Rowe are approachable and friendly.
Phone: 02 8325 1520
Address: Level 33 suite 33.01 MLC Center – 19 Martin Place, Sydney
Life Estate Planning Lawyers is a local family business. Amongst other things we can help you:
- make or update your will,
- by advising you on how to plan your estate,
- appoint an enduring guardian and attorney to deal with your estate should you become incapacitated,
- deal with estates upon death,
- with buying and selling property
At Life Estate Planning Lawyers:
- Therese Stanton, our Principal brings to you more than 15 years of experience working in wills, estates and property. She is in the final stages of completing her Master of Applied Law majoring in wills and estates.
- We love meeting clients and believe in open dialogue to understand your needs and wishes about how you want your estate to be handled.
- We know you are working hard to accumulate your estate; our aim is to work with you to provide for and protect the people you love.
- We especially understand the needs of blended families.
We look forward to discussing how we can assist you, and for your convenience, we can come to you.
Phone: 8875 7973
Address: Level 9, Avaya House, 123 Epping Road, North Ryde NSW 2113
Accounting, Business Advisory & Taxation Services
Vencel & Co Accountants Business Advisory will ensure your business’ success by driving growth, value and profitability. Whether a start-up or an established business, making the right decision at the right time should always be driven by planning and strategy. We can assist with this planning with experience and professional dedication, we are what your company needs to succeed. From the outset, effective structuring and planning of your business will help you to achieve your goals. Whether you are an Individual, Partnership, Trust or Private Company, Vencel & Co Accountants can tailor a unique and customised solution.
Phone: 9879 0888
- Preparation of Financial Statements
- Review of existing accounting functions
- MYOB implementation and training
- Individuals, Partnerships and Companies
- Superannuation Funds
- Taxation Advice
- Fringe Benefits Tax
- Payroll and Land Tax
- New Business Setups
- Cash Flow, budgets and financial Projections
- Business Planning Growth Forecasts
- Preparation of Business Valuations
- Preparation and calculation for Business Sales
- Business Reporting & Development
Katarina Vencel CPA
I am a registered tax agent with over 10 year of experience in tax, accounting, finance and management.
I graduated from Master of Accounting at Central Queensland University in 2002, shortly followed by completion of the CPA program and being advanced to full membership as Certified Practicing Accountant back in 2006. I am also a Fellow of the Institute of Public Accountants.
Price & Co Legal specialise in a range of legal areas such as:
- Property law
- Estate planning
- Retirement residences
- Residential & Commercial leasing
- Deceased estates
At Price & Co Legal we have identified that time is limited for many clients and therefore have established a prompt mobile service where we come to you. We are committed to providing you with a professional legal service at a time that suits you.
Phone: 0422 411 762
Mail: PO Box 3334 PUTNEY NSW 2112
There are times when you need expert legal assistance to help you make the best choices for yourself and your family. At Lees & Givney, we love the things you love, your kids, your parents, where you live, and your business. Our expert legal services are tailored to securing and defending these things.
We have the depth and breadth of experience to deal with all your problems and do so with a personal friendly service. Our professional staff are more than happy to assist with any legal enquiries you may have relating to your particular circumstances.
Lucille Lees is an Accredited Specialist in Family Law and is committed to providing comprehensive and practical family law advice
Wills and Estates
Lees & Givney advises and acts on Contested Wills, Contested Estates, Probate and Letters of Administration.
Dispute Resolution and Mediation
Lees & Givney provides advice and strategies to resolve disputes in a quick and cost-effective manner preferably without the need for lengthy litigation.
Specialising in Wills and Estate Law and Estate Planning, Enduring Powers of Attorney and Appointments of Enduring of Guardian.
Business and Commercial Transactions
Lees & Givney offer a practical and cost-effective service assisting business owners dealing with challenges of starting up or running their business.
Specializing in Property Transactions our lawyers and Licensed Conveyancer are well equipped to provide accurate and comprehensive advice on buying or selling property. With 35 years of local experience
Phone: 9816 1122
Lonni Aylett is a representative of Ord Minnett Financial Planning Pty Limited ABN 31 066 414 613 AFSL 237122
Canale Tax and Accounting was founded by Nicole Canale and is based in the heart of Five Dock.
We aim to provide guidance for individuals, sole traders, small to large businesses and trusts in all of the business requirements from bookkeeping to accounting to advice.
Canale Tax and Accounting like to make the processing of your income tax and accounting affairs as simple as possible for you. We have implemented systems to make doing your accounting and tax work easier for you such as file transfer through the cloud (Dropbox) and contact through Skype etc. We also offer bookkeeping services to all business types.
Phone: 1300 001 971
Address: Suite 3/211 Concord Road North Strathfield NSW 2137
Mortgage broker providing services like finance, advice and strategies with investment options including off the plan apartments and house and land packages around NSW and QLD