Take control of your financial future today!
At Condell Financial, we believe that a well-made financial plan is key to securing your financial future, allowing you to enjoy the present. Our experienced team of financial advisers and accountants are dedicated to helping you achieve your financial goals, whether you're planning for retirement, saving for a new house, or simply wanting to protect your wealth and income earning capacity.
Our Services
We offer a full suite of financial planning and investment advisory services, tailored to your specific needs. Our financial advisers will work with you to develop a personal financial plan, helping you to identify and realise your financial goals. Whether you're looking to set up a self-managed super fund, build a share portfolio, or simply get your wills and estate planning arrangements in order, we have the qualifications and experience to help you achieve your financial objectives.
Our accounting services focus on helping business owners, investors, and employees achieve the best financial outcomes. We'll work with you to ensure you have the right business and investment structures in place to protect your assets and minimise taxes. We'll also help you claim the tax deductions you're entitled to and provide expert advice before making key business and investment decisions.
Our People
Our team has over 30 years of combined experience in financial planning, accounting, and taxation. We're based in Manly, on Sydney's Northern Beaches, and serve clients throughout Sydney, interstate, and overseas. Our business is built on relationships, and we focus on delivering a quality, bespoke service underpinned by sound research and a disciplined approach.
Our Process
We believe that service is essential, and you'll always have more than one point of contact who knows your story and can help with your enquiries. We're available to you, and we listen. We'll work with you to understand your financial situation and aspirations, developing unique solutions tailored to your needs.
News and Insights
Stay up-to-date with the latest news and insights from Condell Financial. Our team regularly publishes articles on topics ranging from financial planning and investment strategies to tax and accounting advice.
Overall Impression
These reviews suggest that Condell Financial is a highly reputable and trustworthy financial services provider, with clients praising their professionalism, expertise, and personalized approach.
Service Quality
The reviews highlight the exceptional service quality provided by Condell Financial, with clients appreciating the firm's integrated approach to tax, accounting, and financial planning. The staff are described as knowledgeable, professional, and courteous, with a focus on delivering personalized advice and solutions tailored to individual clients' needs.
Expertise and Trust
Clients have expressed high levels of trust and confidence in Condell Financial's expertise, with many praising the firm's ability to provide sound and balanced advice. The reviewers appreciate the firm's honesty, transparency, and commitment to acting in their best interests.
Communication
The reviews suggest that Condell Financial excels in communication, with clients praising the firm's clear and concise explanations, prompt response to queries, and regular updates on their financial situation.
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