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"Sky helped me in business plan , she is very knowledgeable and easy to communicate with I recommend her "
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Recent Financial Planning tasks in NSW
Financial planning without investment advice
$500
Tweed Heads NSW, Australia
30th Nov 2023
I have just retired and have a portfolio of real estate, shares and investments. As such, I don't need investment advice. I need someone who is familiar with the Australian superannuation system and can advise how to best capitalise on this. My son has a special-needs trust and my wife is still working part time. I have investments inside and outside of superannuation. - Due date: Flexible
Financial planner advisor
$150
Kellyville Ridge NSW, Australia
29th Aug 2023
In person financial support required Business and personal - Due date: Flexible
Financial Planner Wanted
$120
Rockdale NSW, Australia
17th Apr 2023
Hi I’m looking for a financial planner to help structure our finances I.e - Advice on super - Budgeting - Insurance policies - Tax etc - Investments This could potentially be an ongoing relationship . - Due date: Flexible
Financial planner
$500
Bossley Park NSW, Australia
3rd Nov 2022
Financial planning assistance - Due date: Flexible
Create a business and financial plan
$800
Double Bay NSW, Australia
24th Oct 2022
There is a lot of questions about the business. We need to get first a draft and then another professional will do the double check Its 30 pages of questions + 7 for the financial plan - Due date: Flexible
Great job. Definitely we will work again with Sky
Financial Planner
$200
Surry Hills NSW 2010, Australia
29th Jun 2021
Looking for a new savvy financial planner that will keep me in the loop with market movements and opportunities. Looking for someone that listens and gives great top notch financial advice.
Financial Planning administration
$840
Campbelltown NSW, Australia
11th Apr 2021
Implementation of Statement of Advice documents including: Insurance quotes and comparisons Processing of insurance and superannuation applications. Communication with Insurance and Superannuation providers. Preparation of customer review documents. Setting up the board room Calling and emailing customers to book and confirm meetings
I need financial planning
$30
Wadalba NSW 2259, Australia
1st Jan 2021
Organising managing money to save
Financial Planner
$200
Doonside NSW, Australia
16th Dec 2020
just looking to set up foundational budgeting, investing structures for personal finances