Supernova Financial 368 Princes Highway, Woonona, New South Wales 2517
About the Business
Welcome to Supernova Financial, located at Woonona, Princes Highway, 368 in Australia. As an establishment in the finance industry, we are here to help you achieve your financial goals and guide you on your financial journey.
At Supernova Financial, we understand that to reach your goals, you need a plan that makes sense and someone to keep you on track. Our experienced team consists of excellent listeners who will work together with you to create a tailored plan for your financial future. We specialize in Self Managed Super Funds (SMSF), but our services go beyond that.
We aim to reduce the stress of financial planning by taking care of the hard work for you. Our combination of services and advice is specifically designed to meet your individual needs. Our friendly staff is dedicated to assisting you throughout your financial planning journey, and we are excited to help you achieve your own financial freedom.
We believe that our clients have the right to be in control of their own destiny. With our expertise in SMSFs, we offer an alternative to large retail and industry funds, giving you greater control over your financial future. Being in the driver's seat means you make all the decisions and can make your super work for you. Our SMSF Specialist advisers, with over 27 years of experience, will guide you on this journey.
In an area heavily regulated by the government, we assist our clients in navigating the complexities of the Aged Care system. Our Aged Care Specialist plays a crucial role in maximizing Age Pension while minimizing Aged Care fees.
Our Direct Equities Specialist can help you design a portfolio of listed stocks and Exchange Traded Funds (ETFs) that align with your risk profile and goals. Whether you seek income or long-term growth, our years of experience enable us to recommend a bespoke portfolio tailored to your individual situation. Our review service ensures that your portfolio continues to meet your goals and expectations, whether in your individual name or via an SMSF.
Our team consists of highly qualified professionals, including a Director who is a Registered Tax Agent, Certified Practising Accountant, Certified Financial Planner, Authorised Representative, and Justice of the Peace. We also have a Director who is a Certified Financial Planner, SMSF Specialist Adviser, Aged Care Specialist, Authorised Representative, and Justice of the Peace. Additionally, we have an Assistant Financial Planner who specializes in Direct Equities and manages client investment portfolios, and an Administration Manager responsible for implementing Statements of Advice and Record of Advice, as well as providing client support.
We value our clients' testimonials, and one client has been with us for over 20 years, praising our friendly and professional service. Another client highly recommends our team of professionals.
If you're interested in building your financial future, please provide us with your details below. We would love to speak with you about how we can help.
Please note that Supernova Financial Pty Ltd is a corporate authorised representative of LFG Financial Services Ltd. The information on this website is provided as general advice and should be considered in consultation with your own financial adviser, taking into account your personal objectives, financial situation, and needs.
Supernova Financial Pty Ltd is a corporate authorised representative of LFG Financial Services Ltd ABN 28 101 927 413 AFS Licensee 227 096, located at Level 24, 300 Barangaroo Ave, Sydney, NSW 2000.
Photos
Location & Phone number
368 Princes Highway, Woonona, New South Wales 2517, Australia
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"My wife and I used the services of one of the principals before this business commenced operations. Shortly afterwards my retirement became possible, and we needed help, only to be told that our advisor would be commencing a new business with a friend and was inviting us to become foundation customers. After some careful research we decided to take up the opportunity. We continue to be delighted with the service, and the personal relationship that has been maintained over a couple of decades. The support staff are great also. We highly recommend Supernova for your financial management needs."
"I have been with this company since the the beginning and prior with the principal, I have never been given any reason to contemplate changing to an alternate financial service. A wonderful team of professionals that I would highly recommend."
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