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Financial and Investment Planning

Financial planning ensures your financial goals can be met through the development of comprehensive and effective strategies that will strengthen your financial security. These strategies provide a source of income other than your business or employment income.

Hilary Nissenbaum is qualified and highly experienced. He is  able to discuss with you all of your financial options, providing a three stage service in financial planning:

  • Initial financial advice
  • Implementation of financial plan
  • Ongoing investment portfolio management

A variety of investment options are available, including corporate bonds, term deposits, local body and Government stock, Australian and overseas shares, and managed investment funds to name but a few.

Don't take unnecessary risks with your future. Allow us to guide you towards achieving your financial goals.

Hilary Nissenbaum CPA; Dip F.S .

Authorised Representative (449597) of Weraton Consulting Pty Ltd (AFSL 442840)

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Accounting & Tax

Our Accounting services are solely dedicated to helping small to medium businesses with all the paperwork and forms that are needed.

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Business Planning & Advisory

Your business not as profitable as you want? What's more important - Cost cutting or growing revenues?

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Financial Planning

Financial planning ensures your financial goals can be met through the development of comprehensive...

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