Group Members - Glen Waverley Tuesday Breakfast

CHOICE HOME LOANS

Contact : JASON JOSE

Phone : 0433434550

Mobile : 0433434550

Email : jason.jose@choicehomeloans.com.au

Website : http://www.choicehomeloans.com.au/brokers/jason-jose

Better advice through better listening

Choice Home Loans has a reputation for excellent service and a commitment to providing better advice through better listening. We have over 150 mortgage brokers around Australia, who will offer you tailored advice to find you the right loan solution for your needs.

Your Choice Home Loans broker comes to you, free of charge, and works with you through all aspects of your home loan application, right through to being handed the keys.

About me, Jason Jose

With over 20 years of experience assisting consumers with solutions including finance & insurance, I make it my first priority to understand my clients’ needs, requirements & plans before finding them the right solution.

Why do I do this?
Because it is your home, your investment property, your personal finance requirement, your business idea, it is all about you & your dreams…  This approach has always assisted me in ensuring a great customer journey & building life-long relationships.

I strongly believe that everyone has a right to bring to life their financial goals and strategies and I take great pride in making the process of obtaining finance easy for you… (or “ezy” as my boys like to say…) and I go about doing this by understanding your needs and working with you to achieve them.

GLENN SWANE CHARTERED ACCOUNTANTS

Contact : GLENN SWANE

Phone : 0404 015 480

Mobile : 0404015480

Email : info@glennswane.com

Website : www.glennswane.com

As Chartered Accountants, we provide professional services with the highest integrity and customer satisfaction in mind.

Glenn is a Chartered Accountant with over fifteen years’ experience in both professional practice and commercial accounting. My extensive experience means that I am uniquely placed to offer advice to small business clients.

Before joining the accounting profession, I ran a small business so I understand the pressures that small business clients can face. A key focus of my working life is the accounting and tax needs of small business. My aim is to legally minimise tax liabilities to maximise my Clients’ wealth.

I have a passion for Self-Managed Superannuation Funds (SMSF) and believe that they can be a very effective vehicle for building wealth and holding investments. Superannuation regulations and tax laws are complex and frequently changing so it is important that specialist knowledge be sought by clients.

Personal tax returns are an important part of the firms customer base. Even though technology, through various apps, is making it easier for individuals to prepare their own returns, apps cannot provide the forward thinking tax advice and tax planning strategies that a specialist tax adviser is able to provide.

JI SHYH TRADITIONAL CHINESE MEDICINE

Contact : DAVID (SHAO-CHEN) LU

Phone : 0403219658

Mobile : 0403219658

Email : l_sc@yahoo.com

I'm a doctor of Chinese medicine who provides excellent service to improve patient's health as well as improving patient's symptoms.

PLANET INSURANCE AND FINANCIAL PLANNING

Contact : SUGAN KUMANAN

Phone : 1300004254

Mobile : 0449211686

Email : sugan@planetinsurance.com.au

Website : www.planetinsurance.com.au

We are here to help businesses and individuals achieve their financial and lifestyle goals. We have been providing expert and professional planning advice since 2009.

Our aim is to work in partnership with our clients and help manage short term and long term financial planning goals and assist in building, protecting and maintaining their financial portfolio and lifestyle through changing circumstances.

So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you.

We specialise in

  • Retirement planning
  • Financial planning
  • Banking solutions
  • Investment planning
  • Superannuation

CHARTER AND ASSOCIATES

Contact : PAUL CHARTER

Phone : 0390057195

Mobile : 0450959109

Email : contact@paul-charter.com

Website : www.paul-charter.com

Facebook : http://www.fb.me/https://www.facebook.com/charterandassoc/

Linked In : https://www.linkedin.com/in/https://www.linkedin.com/in/paul-charter-a11997146

We help small business owners make more money in less time.

Do you prefer meetings or results in your business? Results! That's why we offer 'pay on results' business coaching. Nobody wants to pay for meetings!

We're a Melbourne based company helping entrepreneurs grow and develop their business as well as their personal lives.

We believe that every business owner should be able to use the latest tools, techniques and formulas to not just survive, but grow, thrive and create an amazing lifestyle.