Finance – Mosman Chamber of Commerce

Minchin Moore Private Wealth Advisers

Independent Financial Advice and Investment
Management Solutions

We help successful people at every stage in life, make sensible, well thought out decisions about their money.

Our vision at Minchin Moore is simple: To be the most trusted, advice practice in Australia.

To realise this vision, we sought a new direction: to create a truly professional financial advice firm. One that is wholly owned by its Partners and whose sole focus would be delivering excellence in advice and support services that aim to make the administration of your financial affairs easier.

Rate Money Neutral Bay

As the Branch Principals of Rate Money’s new Neutral Bay branch, both Ben and Jehan look forward to making the district’s Self-Employed feel like heroes. As Ben puts it;

“For too long Australia’s Self-Employed have been getting a rough deal with their home loans. We want to change that because these customers represent the backbone of the country. They deserve better treatment and we’re more than happy to provide it.”

Indeed, these two gentlemen will not back-away from even the most complex of loans. They also have extensive experience in loans via SMSFs as well as Commercial Loans. Plus they really understand how to help business owners look their financial best during their loan applications. Jehan explains further;

“Most lenders love clients who fit nicely with their ‘box ticking’ methods but we recognise that every Self-Employed person is different. We love the challenge of finding them the perfect loan for their unique financial circumstances. Tailoring a solution for each client is so fulfilling.”

Those inside head office are absolutely thrilled to welcome these very well-qualified boys into the Rate Money team. In fact, they have previously worked very closely with our directors long before Rate Money was founded.

““With such a wonderfully wide range bespoke loan products to offer our Self-Employed clients, we knew that this was the right opportunity for us,” said Jehan. “And it’s so pleasing to now be able to offer these options to our Self-Employed clients. They are always so very thankful. It’s quite humbling,” added Ben.

So if you’re Self-Employed and live in the area, make Rate Money Neutral Bay your first point-of-call for help with your next property purchase.

The Lending Lab

The Lending Lab is a mortgage and finance broking firm that helps customers reach their goals and take the next step in their financial journey. We seek to bring free financial education to anyone with an internet connection through extensive social media posting and YouTube content.

Nick is a skilled mortgage and finance broker specialising in helping first-home buyers enter the property market, complex business lending and structuring investment property portfolios.

With a background in both personal and business banking, Nick has helped many customers purchase their first property, buy a property for investment purposes, and developers working on multi-unit projects for both residential and commercial purposes.

Nick has been recognised with multiple awards during his career as both a banker and a mortgage broker for delivering great outcomes for his customers within tight deadlines.

He has a strong interest in business, accounting and technology and is actively working on new systems and technology to make our everyday lives a little easier.

You’ll often find Nick with a coffee in hand, working on a project down at Home by Cornhill in Neutral Bay or discussing technology and business down at The Oaks.

Dexterous Group

Dexterous Group provides a modern and highly effective alternative to building and running your own finance department. We provide you with full access to our team of finance professionals and automation specialists, from CFOs to Bookkeepers, Payables to Payroll and IT specialists focused on robotic process automation (RPA). With us, you can establish a highly engaged and performing finance team tailored to your current business needs but with a dedicated focus on your future requirements.

Community Bank Mosman

Did you know that we give up to 75% of our annual profit back to the local community? That’s what a ‘community’ bank is! When you bank with us, good things happen.

Not only does Bendigo Bank offer competitive products, great service, and the reputation as one of Australia’s most trusted brands, we have also given over $292 million back to local communities!

Where you bank matters – It’s time to feel better about who you bank with.

Call us on 9960 7122 or come and see us at 652 Military Rd, Mosman and help us create greater impact in your community.

The more people bank with us, the more we have to give back. It’s that simple.

At Community Bank Mosman we cover the Mosman, Cremorne, Neutral Bay and North Sydney areas, and the broader lower north shore of Sydney. We also extend across Spit Bridge to Seaforth and Balgowlah.

Come in and see the friendly staff at Mosman – outside Bridgepoint. We will be happy to assist you with solutions to your banking and financial services needs.

We are open Monday-Friday 9.30am-4pm

Bendigo Bank – the better big bank.

ANZ Mosman Junction

ANZ provides banking and financial products and services to over 8.5 million retail and business customers, and operates across 32 markets.

Our expertise, products and services make us a bank. Our people, purpose, values and culture make us ANZ.

Services

  • Full branch services
  • Investments
  • Transaction accounts
  • Financial planning
  • Insurances
  • Home and investment loans

Business Advice + Tax

Now, you can be in good hands.  We’ve been providing business advice to businesses since 1998.  We understand that cash flow is paramount, and we offer regular analysis for your business – monthly or quarterly.

Be part of a small firm working closely with business owners, building a better business with you. We offer personal advice to business owners in the following:

    • Ongoing Business Advice – monthly or quarterly
    • The Seven Cash Drivers of your Business
    • Forward Tax Planning
    • Working closely with your Bookkeeper/BAS Agent
    • Breakeven Financial Goals
    • Budgets
    • Cash Flow and Financial Analysis

Wealthmall Business Services

Wealthmall Business Services Pty Ltd – Chartered Accountants is a boutique accounting, taxation and financial services practice based in Mosman.

We specialise in:

    • Accounting and Tax
    • SMSF
    • Business Advice
    • Wealth Accumulation

Our director, Lina Browne, has been working in public practice for over a decade. She holds extensive qualifications:

    • Bachelor of Business (Accounting) from the University of Central Queensland
    • Master of Taxation (Taxation and Financial Planning) from the University of New South Wales
    • Diploma of Financial Planning from Kaplan Professional
    • Chartered Accountant (CA) with the Institute of Chartered Accountants Australia and New Zealand
    • Certificate of Public Practice with CA
    • CA SMSF Specialist
    • Registered Tax Agent
    • Registered ASIC Agent
    • Registered ASIC limited Australian Financial Services Licence (AFSL)
    • Xero Certified Adviser with Xero

Before Lina moved to Australia, she also had a few years of experience as a management accountant and marketing manager. She also achieved her MBA in China.

Lina has a passion to help her clients be better off. Her local and overseas accounting, marketing, financial and taxation experience, plus her strong knowledge and professional work ethic, ensure she leads her teams to deliver comprehensive, dedicated, personalised service to clients.

See Lina Browne at Wealthmall for exceptional financial, tax and consulting services with a personal touch.

Aussie Mosman

My name is Jeffrey Li and I am a Franchisee and Mortgage Broker at Aussie Mosman & Aussie Ashfield. In the past 10 years, I have helped hundreds of customers reach for their property dream.

After 9 years and an award winning top 10 NSW store in Ashfield, I decided to expand my business and open my second store in Mosman.

Buying your first home, refinancing, upgrading, consolidating debt or building wealth through a property investment portfolio or looking for a home loan can all be daunting tasks and time-consuming experiences.

Whilst you could go to a bank and be provided with their option, I can provide a tailored service to suit your individual needs and best of all, appointments are at no cost to you. I can compare hundreds of loans from our panel of lenders, including the big banks, to find you a solution that fits your needs.

I am focussed on building meaningful relationships and providing excellent customer service that you’ll want to tell your friends and family about.