Preferred Partners

We surround ourselves with the best in the business, so if you’re looking for an ancillary service to cover all aspects of your financial life we can highly recommend the following professionals in these fields of expertise

Accounting

We love partnerships at Eagle Financial. And we’re in it for the long haul, looking out for you and your business and helping you work towards your vision. We focus on;

  • Business mentoring to ensure you are focused on the priorities
  • Compliance and taxes managed proactively and your assets protected
  • Strategies to improve cashflow
  • Guidance to run a business that allows time for the most precious moments in life

General Insurance

Brookvale Insurance Brokers
02 9934 9700
www.bib.com.au

Established in 1983, Brookvale Insurance Brokers offer a full spectrum of General Insurance products and risk management advice. Brookvale Insurance Brokers is a member of the largest insurance broker network in Australasia, the Steadfast Group

Each broker specialises in different fields of insurance and manages their own portfolio of clients. Therefore, you can be assured of specialised, thorough and quality service.

Property Management

We are a fully licensed real estate agency, based in Balgowlah on Sydney’s Northern Beaches and specializing in property management. We aim to give you and your property the service, care, and attention they deserve.

We differ from your typical agency because our primary business is property management and you will have a senior property manager solely focused on maximizing your investments potential.

Solicitors & Conveyancing

Tony Davis & Associates – Pam Lindsay
0401 056 783
www.tdalawyers.com

Pam Lindsay is TDA’s valued, well respected and sought after paralegal with more than 40 years experience in the legal field. She has been with TDA since 1992, before which she gained extensive legal experience working for at least Pamela Lindsay (Paralegal) 4 different firms in Sydney Central and Chatswood. Pam was in charge of the preparation of mortgage security documents for major banks and building societies. Over the years she has had carriage of legal transactions and conveyances involving both residential and commercial properties.

Financial Advice

Via Financial Group
1300 402 833
www.viafg.com.au

What matters most in life is not the things we have but the things we are able to do. At Via, we understand all the choices that make up your unique pathway in life. Our role is to protect and manage your wealth, so you can focus on what’s important to you.

For us, financial success is a means to an end – not a destination in itself. It’s about the freedom to live your life the way you want.

What matters to us is that our clients are free from financial worry to sleep better, live bolder and dream bigger. Without the worry of money, people have better relationships, free their minds to be more optimistic about the future and can plan to do the things they want to do. We give our clients confidence to pursue their dreams, certainty about their financial future and control over their destiny.

Strategic Property Advice

Helping Australians become financially free through independent & unbiased property advice. We help investors identify, acquire and manage top performing investment properties.

Whether you are just beginning or an experienced investor you should talk to the property investment strategists at Metropole.

With all the property marketers, developers and agents out there looking after their own interests, it’s a great feeling having the independent team at Metropole on your side, working for you.

Buyers Agents

PMC Property Buyers
02 8966 9454
www.pmcproperty.com.au

Avoid making the common mistake of purchasing property for today and forgetting to analyse future market trends and conditions.

By engaging with PMC Property, your investment will be a strategic one that looks well into the future. We’ll provide professional support and guidance through our expert team of researchers, valuers and property consultants, who will assess your unique situation to help you determine the best course of action.

Sound Property strives to provide clients with a complete property investment advisory service offering guidance, education, communication and ongoing support. Our mission is to strategically source the right property for the right investor, while minimising risk and maximising results.