Group Members - Melbourne CBD Friday Breakfast

YELLOW BRICK ROAD CARLTON

Contact : ALEKSANDAR NAUMOSKI

Phone : 0394488333

Mobile : 0433534005

Email : aleks.naumoski@ybr.com.au

Facebook : http://www.fb.me/www.facebook.com/ybrcarlton

Linked In : https://www.linkedin.com/in/https://au.linkedin.com/in/aleks-naumoski-02841210

Yellow Brick Road Carlton is a mortgage broking company with the goal to give all Australians access to quality financial and mortgage advice.

We believe in establishing long term relationships with our clients, built on trust and a strong commitment to provide specialised professional advice. Our mission is to assist people in planning for their future.

Our business is all about you.

Reliance Partners is a member of the Reliance Group, which includes Reliance Partners, Reliance Online, Australian Reliance and several value-added self managed investments. We boast a robust and scalable management services infrastructure with enhanced, omni-channel distribution capabilities.

The passionate team that started Reliance Partners in 2012 recognised that people were fed up with being sold insurance that suited their broker, rather than their business. So we set about establishing a new type of network – one that put people before products.

We see ourselves as insurance advisors, rather than simply brokers. Every Reliance Partner member has equity in the network, which means we’re personally committed to making sure you get the right solution. We work collaboratively to share information, experience and ideas, even more reason to be confident you’re getting the best there is.

Whatever the size or type of your business, we can help. Our track record shows it. Thanks to referrals from happy clients and a strong growth strategy, we’re expanding rapidly. More and more businesses are choosing to rely on us every day.

ARRACASTA

Contact : STEPHEN DYT

Phone : 0447123155

Mobile : 0447123155

Email : sdyt@focalpointcoaching.com

Website : www.focalpointcoaching.com

Linked In : https://www.linkedin.com/in/stephen dyt

Maximize Business Performance with FocalPoint

Partnering with a Business Coach or Trainer is well proven to dramatically increase the knowledge, skill, accountability and attitude necessary for high performance in individuals, a team, the leaders and therefore the business as a whole.

AHS FINANCIAL

Contact : HEIDI SCHWEGLER

Phone : 0430444338

Mobile : 0430444338

Email : hschwegler@ahsfinancial.com.au

Website : www.ahsfinancial.com.au

At AHS we help our clients make smart, long-term financial decisions that put their minds at ease and change their lives. We believe that you will find us to be a dynamic business which provides tailored advice to enable you to own your own destiny.

Services we provide include:

  • Tax Minimisation Strategies
  • Super Review
  • Investment Planning
  • Retirement Planning
  • Centrelink Maximisation
  • Aged Care Advice / Retirement Village
  • Estate Planning
  • Cash Flow Analysis
  • Insurance
  • Debt Reduction Strategies

KALSOFT

Contact : NAVEED BAJWA

Phone : 0411031062

Mobile : 0411031062

Email : naveed.bajwa@ekalsoft.com

Website : www.kalsoft.com.au

KalSoft provides deliberate and dynamic technology solutions that attain real business results for businesses in diverse industries including; Government, Financial Sectors, Energy, Oil and Gas, Public safety and national security, Telecommunications, Healthcare, education and many more.

KalSoft believes in following the top practices and processes along with the latest trends of technology. It provides an experience of excellence and prosperity to its clients and is known for providing high quality software solutions and consultancy services to its wide range of clients throughout Europe, Middle East and Africa. With its diverse proficiency and domain knowledge it enables its clients to reach the level of their desired business.

KalSoft has been working over providing the top notch quality services including:

  • Infrastructure
  • Portals Development
  • Enterprise Search
  • Enterprise Project Management
  • Business Intelligence
  • Enterprise Application Integration
  • ERP
  • Custom Application Development
  • Mobile Application Development
  • Business Security
  • SAAS

SMALL BUSINESS WORKS ACCOUNTANTS AND ADVISORS PTY LTD

Contact : JOHN THOMAIDIS

Phone : 0395802419

Mobile : 0407073737

Email : john@sbwaccountants.com.au

LEGAL ESSENTIALS

Contact : KEZI WELCH

Phone : 03 9326 2627

Email : kezi.welch@legalessentials.com.au

Website : www.legalessentials.com.au

Legal Essentials is a boutique legal practice that focuses exclusively on Estate Planning and Estate Administration.

Our services include:

  • Wills
  • Enduring Powers of Attorney
  • Probate
  • Estate Administration
  • Trusts
  • Succession Planning

The Legal Essentials Difference

We Provide:

Expertise - By focusing on this area, we know the right advice to give you and pride ourselves on best practice

Friendly, caring service - Thinking about your death or illness can be confusing and unsettling. We understand this and value the human touch.

Competitive Rates - Our fees reflect our quality service and are realistic in the marketplace.

Flexible appointment Arrangements - If needed, we may be able to see you at your home or workplace.

LEWIS HOLDWAY LAWYERS

Contact : NATALIE FIELDING

Phone : 0396299629

Mobile : 0411248982

Email : natalief@lewisholdway.com.au

Website : http://www.lewisholdway.com.au

We’re an Australian law firm committed to reducing the cost of using law. We have a reputation for building outstanding client relationships through clear and open dialogue.

As an Accredited Specialist in Family Law, Natalie manages our Family Law team dealing with all aspects of family law including property cases, children’s cases, financial agreements, child support, asset protection, complex structuring, acting for trustees of bankruptcy and creditors in family law cases, intervention orders and family violence orders.

By dealing with clients’ issues efficiently, practically and with empathy, Natalie is able to assist you in overcoming a difficult life experience.

BELL POTTER SECURITIES

Contact : PETER CUTHBERTSON

Phone : 0392351935

Mobile : 0402327139

Email : pcuthbertson@bellpotter.com.au

Website : www.bellpotter.com.au

As one of Australia's largest stockbrokers, we have the experience and expertise to help you reach your wealth goals. We deliver a service designed for those who seek tailored advice, personal attention and superior client service.

IFINANCE GLOBAL

Contact : BILL LIHOUDIS

Phone : 0385481111

Mobile : 0447814327

Email : bill@ifinance.global

Website : www.ifinance.global

iFinance Global is a different kind of finance brokerage, offering a huge range of loan options as well as complimentary services and associations. We aim to break the mold of the traditional finance brokerage through innovation, transparency and genuine partnerships with businesses who can provide reciprocal services. Our core values of integrity, transparency and putting others first are the basis not only on which our business is built, but also the framework for how our day-to-day activities operate.

SUCCESSION GPS

Contact : PETER HORNE

Phone : 0438 009 669

Mobile : 0438009669

Email : peter@successiongps.com

Facilitating the ultimate success for business owners.

ALLIED LEGAL

Contact : RAHUL KUMAR

Phone : 86054812

Mobile : 0434184634

Email : rkumar@alliedlegal.com.au

Website : www.alliedlegal.com.au

I am the Managing Principal of Allied Legal.  Allied Legal is a commercial law firm which focuses on delivering innovative and collaborative legal solutions.  Allied Legal puts clients first by offering flexible and value based fee arrangements. The firm seeks to be innovative in its deployment of resources with the aim of providing high quality and efficient legal services. Allied Legal's clients include start-ups, small to medium businesses and corporates.  

Allied Legal does not operate in silos. The firm collaborates with lawyers and other service providers with the view of building meaningful, enduring and mutually beneficial relationships. We encourage you to connect with us.

RESOLVE UBM

Contact : DAVID PROBERT

Phone : 0393720600

Mobile : 0434317845

Email : davidp@resolveubm.com.au

Website : www.resolveubm.com.au

We provide finance and administration support services to business, including bookkeeping, payroll, outsourced finance, and administration services. Through our CFO advisory services, we also assist business in providing financial management and advice as well as working with businesses to improve business performance and value.