View All - Financial Services

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

Website

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

Red Dot Capital Pty Ltd

Finance

With access to over 50 leading banks and non-bank lenders, we specialised in assisting clients to find the most appropriate solutions and most competitive products from first home buyers to sophisticated investors.  At Red Dot Capital Pty Ltd, we help you understand your mortgage and financing options so you can make smart and informed decisions. 

Jackson Lim
Current Parent

Phone: 0476820553

Email: jackson.lim@reddotcapital.com.au

PO Box 183 Kensington Park SA 5068

Website

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!

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.

Daw Accounting and Advisory

Accounting, Business Advisory, Financial

After 20 years experience in accounting and business, Brendan established a chartered accounting practice in 2010 with a warm, personalised, and trusted approach to the provision of holistic accounting and advisory services for small businesses, start up enterprises, and SMSF’s.  Brendan also provides specialist business valuation services as an accredited valuation specialist with CAANZ.

Brendan Daw
Current Parent & Old Ignatian, Class of 1984

Phone: 0434 223 508
Email: brendan@dawaa.com.au 
Maylands business House,  199 Magill Rd, Maylands

Website

Community Offer: First Consult is free for all Ignatians. 

Lendium

Financial Services/Mortgage Broking


Established in 2016, Lendium is a leading mortgage and finance broking company servicing clients in the South Australia region. Our areas of experience include home loans, business loans, asset finance, first home finance, investment properties, refinancing and reverse mortgages. Lendium is the realisation of founder and operator Daniel Renella’s career ambition to own and run his own business. With long-term experience working with one of Australia’s major banks and in his family’s business, and a Bachelor’s Degree in Commerce, Daniel has the ideal foundations and hands-on experience to lead Lendium to success.

Daniel Renella
Old Ignatian, Class of 2003

Phone: 0400 556 633
Email: daniel@lendium.net.au
PO Box 145, Campbelltown SA 5074 

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Keystone Support Pty Ltd

Accounting/Finance

Management Accounting Services – Specialising in Not for Profit and Indigenous Services. Compliance, Training, Bookkeeping, Indigenous Community Management Support.

Andy Redden
Old Ignatian, Class of 1973

Phone: 0433 310 188
Email: Andy@KeySupport.com.au
L1, 8 Stuart Rd Richmond SA 5033

Website

H.U. Partners

Chartered Accountants
Full service accounting firm, specialising in assisting small to medium businesses.
Assisting businesses realise the potential of modern accounting systems and practices to improve efficiency, reporting, invoicing, and payroll processing.
Full service Self-Managed Superannuation offering.

Brendan Hookway
Old Ignatian, Class of 2000

Phone: 1300 242 001
Email: admin@hupartners.com.au
242 Angas Street, Adelaide SA 5000

Website

Community Offer: Free initial consult

Triple A Financial Services

Financial Services

Triple A Financial Services is a family focus practice working with clients towards new and innovative ways to reach financial freedom.  We understand life is busy and you don’t always get a chance sort out the important things that may impact your family…….. Like your finances.

The core of our business understands what is important to you, with a key focus on planning for women.

We specialise in personal and business Insurance, lifestyle and pre-retirement planning, debt and cash flow management.

Liz Trotter won the National Women and Planning Award for 2014

Liz Trotter & Ashley Hann
Current Parents

Phone: 08 8363 3322
Liz 0419 400318 - Ashley 0417 868 830
Email: 
Liz@ triplea.com.au
Suite 10 / 15 Fullarton Road, Kent Town 

Website

Community Offer:  Free financial check-up and 20% discount on flat fee advice

Exelsuper – Adelaide East

Financial services

Exelsuper offers a full-service Self Managed Superannuation package where we can do all the work for you. One of our dedicated SPAA accredited SMSF Specialist Advisors™ will personally be on hand to help you manage your SMSF. Our management team has extensive financial services and superannuation experience to deliver the highest level of technical & strategic superannuation advice and taxation services, giving you the confidence to manage your own superannuation. Our adviser team works hard to keep up to date with SMSF changes and legislation and has access to regular leading local and global investment market research and data. In addition our advisers are experts in general financial planning matters such as insurance, retirement advice, and general superannuation funds. 

Glenn Doherty
Current Parent

Phone: 1300 558 713 or 0401 253 729
Email: gdoherty@exelsuper.com.au
Suite 1, 50 King William Rd, Goodwood

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Community Offer: First meeting complimentary, 10% off upfront advice fees.