View All - Accounting, Banking & Finance

FINANCIA

Finance / Lending

Leon Spadavecchia is Co-Director of award winning FINANCIA, an independent Mortgage & Finance Broking firm in Adelaide. With over 25years’ experience, Leon has a vast experience across Home Loans, Investment Loans, Commercial Lending, Business & Asset Finance.  With an expert team behind him, FINANCIA’s main objective is to understand clients’ goals and objectives matched with implementing the right financial outcome. The business Guiding Principles are Integrity, Passion, Experience and maintaining strong Industry Connections ensuring the absolute best result. Confidentiality and being sensitive to all individuals circumstances are also a large part of the basic fundamentals.  Call or email now for a preliminary chat. 

Leon Spadavecchia
Current Parent

Phone: 08 7070 2755 or 0416 185 283

Email: leon@financia.com.au

Level 3, 18 Dequetteville Tce Kent Town SA 5067

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William Buck

Accounting, Banking & Finance

William Buck is Adelaide’s largest locally owned accounting and advisory firm, focussed on delivering a broad range of personalised and tailored services to SME/family/private businesses, not-for-profits and high net worth individuals – across Audit & Assurance, Business Advisory, Corporate Advisory, Finance Broking, Tax Services and Wealth Advisory.

Whether you are starting or growing a business, managing succession across generations, navigating through complex business situations or transactions, building wealth or preparing for retirement, William Buck’s 360 degree support program offers a truly integrated approach to managing your financial affairs.

If you are working across the globe, our international affiliation with Praxity (the sixth largest group of accounting firms worldwide) gives us access to unrivalled expert local advice in 100+ countries.

William Buck is more than advisors; we aspire to create a positive change in the lives of our clients, our people and the community.

To make a positive change with your business performance or wealth position, contact William Buck Director, Lee Fuller or visit the website – or sign up for the William Buck Hour (refer details below).

The Fuller family have two children at Saint Ignatius’ College – Jack (Year 8) and Kate (Year 7).

Lee Fuller
Current Parent

Phone: (08) 8409 4333 or 0408 804 829

Email: lee.fuller@williambuck.com

Level 6, 211 Victoria Square, Adelaide

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Community Offer: William Buck Hour to review Your Business – valued at $2,000. In just one hour, we guide you through a detailed diagnostic discussion structured around a range of key fundamentals including financial management, funding, people, regulatory requirements and personal wealth strategies. The end result is a fresh perspective and a focused strategy to help you and your business move forward. There are very few, if any, situations we see that we can’t improve.

William Buck is working closely with clients to mitigate the effects of COVID-19. Their useful resource centre provides updates on all the State and Federal Government responses and information.

Humble Goode Financial

Wealth Management / Financial Services

Humble Goode Financial is a boutique, non-bank aligned wealth management and financial advisory practice located in Kent Town on the outskirts of Adelaide.
With a primary focus on ‘strategy’ rather than ‘product’, we differentiate ourselves from many of our competitors by offering advice that is holistic and personalised to your individual needs. We use personalised modelling tools to provide peace of mind in knowing that every stone in your financial life has been uncovered.

Our advisory services include:
·       Pre & post retirement planning
·       Superannuation & pension strategies
·       Investment strategies (including share trading)
·       Aged care & Estate planning
·       Salary Sacrifice
·       Wealth Creation
·       Self-Managed Super
·       Insurance (life, TPD and income protection)

With an emphasis on ensuring the most beneficial tax outcomes for our valued clients, we will ensure you are in the best position for your financial future.
We are proud to offer a 20% discount on upfront advice costs to all members of the Old Ignatians Community. Why not come and see us for a no obligations financial consult to see firsthand how ‘our value is our strategy’.  
 

Victor Vu
Current Parent

Phone: 08 7477 8252
Email: planning@hgfp.com.au
Unit 8 / 26 The Parade West Kent Town

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Community Offer: 20% concession on our standard fee schedule for Current or Past Parent of Saint Ignatius' College.

Novo Wealth

Financial Adviser

Ethical financial advice specialist for professionals and business owners who want to invest responsibly.

Paul Garner
Current Parent

Phone: 0424 224 225

Email: pgarner@novowealth.com.au 

19 Rundle St Kent Town SA 5067

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Community Offer - I'm offering a Care Call Friday where you can book a 20 minute chat with me about any financial issue that you or a relative or friend may be having.  Its free and no obligation - just something I'd like to do to help people out!
Book here now!

Perks

Professional Services – Accounting & Business Services / Banking & Finance / HR & Recruitment / Corporate Advisory / Private Wealth

At Perks, we believe that inside every business owner is an explorer, seeking a promised land of financial independence and prosperity. Our goal is to guide them there.

Within the one firm, Perks offers a complete range of professional advice for businesses and their owners, including Accounting & Business Services, Audit, Corporate Advisory, Finance & Banking, HR & Recruitment and Private Wealth. Our team of specialists work together to achieve the best outcomes for your personal and business goals. At the end of the day, we believe in getting you greater results through continuity of advice.

Bruce Debenham, father of an Ignatian old scholars, Charlotte (class of 2016) and Daisy 2017 (class of 2017) is one of the Directors of Perks and leads the Banking & Finance division. His team specialises in assisting their clients by:

  • researching, streamlining and managing commercial or residential loans
  • reviewing the rates they are paying on their current home loan, investment loans, or business loans.
  • negotiating with banks and other lenders
  • providing quick turn-around of commercial asset finance applications to ensure that they can keep their business moving forward without delay
  • undertaking complex loan structuring, including risk assessment of their personal and business assets
  • providing various funding options to assist them when purchasing commercial plant and equipment
  • structuring long-term facilities to assist with the funding or acquisition of significant assets, including a new contract or division within the existing business, a property, another business, etc.
  • providing specific debt advisory services
  • specialising in Limited Recourse Borrowing Arrangements (SMSF lending)

Get in touch with Bruce and his team to discuss how they can assist with your banking and finance needs.

Bruce Debenham
Current & Past Parent

Phone: 0488 294 560
Email: Bdebenham@perks.com.au

180 Greenhill Road, Parkside, SA 5063

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Community Offer: Webinar Library Access

Jigsaw Private Wealth

Financial Planning/Retirement Planning

We help people who are worried about having enough money for retirement.  We provide a simple and personalised plan.  So you have confidence and can continue to live your best life!  Retirement Planning is complex, we make it simple.

Glenn Doherty
Current Parent

Phone: 0401 253 729
Email: gdoherty@jigsawprivatewealth.com.au

Exelsuper Offices, 50 King William Rd, Goodwood SA 5034

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Community Offer: 50% off upfront advice fees.