My Financial Advantage 121 Avoca Drive, Kincumber, New South Wales 2251
About the Business
Welcome to My Financial Advantage, your go-to institution for all your financial needs in Australia. Located at Kincumber, Avoca Drive, 121, we are a trusted establishment specializing in finance and are considered a point of interest for individuals seeking expert financial advice.
Regardless of your age or income, we believe that good financial advice can turn your financial and lifestyle goals into a reality. Our team of experienced financial advisers is here to help you make smart decisions about your money, allowing you to effectively manage your financial affairs and reach your goals sooner.
At My Financial Advantage, we understand the importance of understanding your aspirations. Whether you're saving for your first home, building wealth for the future, seeking tax-effective investment strategies, planning for retirement, or managing your finances during retirement, we have the expertise to guide you every step of the way.
Our strategies are designed to help you achieve your desired outcomes. We will assist you in managing risks, optimizing your tax position, and making informed choices through both good and challenging times. By discussing your financial position with our knowledgeable advisors, you can gain a clear understanding of the opportunities and consequences related to various investment and legislative factors. This clarity is crucial in ensuring your comfort and security throughout life and retirement.
At My Financial Advantage, we offer a comprehensive range of services to address your financial needs. Our services include budgeting, cash flow management, savings plans, superannuation, tax planning, home loan repayments, debt management and reduction, insurance, investments, and retirement planning. Our principal advisor, Nicholle Shepherd, will personally guide you through each step of the process to find the financial solution that best suits your needs.
As the end of the financial year approaches, it's a great time to maximize tax benefits available within your superannuation. Visit our website to read our SUPER STRATEGIES article for tips on fine-tuning your contributions.
Rest assured that at My Financial Advantage, we possess the technical expertise required to develop the right strategy for you. We stay up-to-date with the latest legislative changes to ensure you feel financially confident about your future.
Whether you're looking to get your finances on track or take them to the next level, our team is here to help. Give us a call today and let us provide you with the expert advice and guidance you need.
Financial Services | Investing Strategies | Retirement Planning | Superannuation & SMSF | Personal Insurance | Saving & Budgeting | Estate Planning
Photos
Location & Phone number
121 Avoca Drive, Kincumber, New South Wales 2251, Australia
Hours open
Monday:
09:00 - 17:30
Tuesday:
09:00 - 17:30
Wednesday:
09:00 - 17:30
Thursday:
09:00 - 17:30
Friday:
09:00 - 17:30
Saturday:
Closed
Sunday:
Closed
Reviews
"We have only been working with My Financial Advantage for a short period and the professionalism shown by Nicholle and the team has made the planning of our transition to retirement seamless and painless. We are in good hands and cannot speak highly enough of the way the who team has dealt with us."
"Amazing client care by very capable Nicholle. I couldn’t recommend this company more highly! Brilliant!"
"Nicholle Shepherd has been our financial advisor for quite a few years. My wife and I are very happy with the advice she has given us over these years. She communicates with us on a regular basis. Nicholle has a genuine interest in our day to day lives and incisive planning for our future financial security. We would recommend Nicholle to everyone looking for good, sound financial advice."
"It's really great having Nicole as our Finance advisor, nothing is a problem. Whenever we need anything she is just a phone call away. All the problems we have had has been rectified so quickly, thank you so much. Richard & Cathy ."
"Nicholle has been our Financial Planner for a few years now and we have always found her great to deal with taking the time to listen to our needs and wants. Would not hesitate in recommending her to friends and family who are in need of a Financial Planner."
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