Financial Planning and Accounting Manly, Sydney
On Sydney's Northern Beaches - Serving Clients Australia Wide
Our advisers offer tailored advice to help you identify and realise your financial goals. We will listen to you and learn about your financial situation and aspirations. Our financial advisers and accountants apply their knowledge, experience and research skills to develop and provide unique solutions that are yours.
We are diligent in maintaining our knowledge and awareness of market conditions and opportunities. We adapt our strategies to changing conditions and changes in your circumstances. Service is important to us. Our Manly based financial advisers are available to you, and you will always have more than one point of contact who knows your story and can help with your enquiries.
We Can Help You
achieve your goals
Condell Wealth Advisers
We offer a full suite of financial planning and investment advisory services. We will work with you to develop a personal financial plan tailored to your needs. Are you retired, saving for a new house, future school fees or planning for retirement? Do you pay too much tax? Are you looking to set up a SMSF or family trust, build a share portfolio or do you have a family member needing aged care? Are your wills and estate planning arrangements up to date? How do you protect your wealth and your income earning capacity against unforeseen events? We have the qualifications and experience to help you achieve your financial goals and get to where you want to be.
Our focus is to help business owners, investors and employees achieve the best financial outcomes. Do you have the right business and investment structures in place to protect your assets and minimise the taxes you pay? Are you claiming the tax deductions you are entitled to? Are you getting the right advice before making key business and investment decisions? We believe your accountant should be forward-looking, experienced, up to date and available to help you when you need it. These are the things we focus on.
A Team That You Can Trust
We are based in Manly, Northern Beaches and our financial advisers look after clients throughout Sydney, interstate and overseas. Our team has over 30 years of Financial Planning, Accounting and Taxation experience. Our business is built on relationships, and we focus on delivering a quality, bespoke service underpinned by sound research and a disciplined approach.
Our Lastest News
- June 17, 2022
How to Handle a Market DownturnIt’s been a strange few years for investors. The last 3 years has been challenging to say the least. The US has now entered a bear market. The ASX has fared better and is not there yet.
- March 3, 2022
Record Property Prices – Where to Now?Record real estate price rises in Manly, Seaforth, Mosman and the broader Northern Beaches in recent years leave investors with substantial increases in equity in their properties.
- January 21, 2022
In With a Whimper, Out With a BangThe investment story of 2022 will be tactical bear, structural bull. T. ROWE PRICE INSIGHTS ON GLOBAL ECONOMICS This year will start with a whimper as […]
- January 20, 2022
Learning the (investment) lessons from history“History, is just one damned thing after another” said one sceptic. For investors, it’s something else altogether. Studying history is a great way to learn to […]
- March 5, 2021
8 lessons from 12 remarkable monthsThis time last year Mrs S and I were heading off to Alentejo for a week of good food, wine and late winter sunshine. Thank goodness […]
- May 29, 2020
The Fog Begins to LiftBrief overview The world has had time to see the effects of COVID 19 since it was first identified on 1 January 2020. We are now […]
- March 20, 2020
COVID-19 UpdateThe outbreak of COVID-19 is the most significant challenge facing the world in recent times. Since it first appeared in China’s Hubei Province last year, the […]
- March 20, 2020
Client Communication – 28 February 2020You have no doubt heard recent reports about the impact that the Coronavirus is having on world stock markets. We are mindful of the impact this […]
- July 30, 2019
Investing in your Peace of MindHave you ever asked yourself what you would do if you got sick or were injured and couldn’t work for an extended period? How would you […]
- June 26, 2019
Good News for First Home BuyersDuring the recent federal election, the Morrison Government (with the bi-partisan support of the Labor Party) announced the ‘First Home Loan Deposit Scheme’ for first home […]