We are a financial advisory firm who work closely with progressive accounting firms and their clients in the NSW Central Coast and Newcastle regions.
Why did we come into the office today?
We exist to assist you in successfully dealing with your financial planning, investment and insurance needs, with a specialist interest and expertise in Self Managed Super Funds.
Our objective is to provide you with informed, well researched, clear and straight forward advice that will assist you in making sound financial decisions.
Our aim is to ensure that the decisions that you will make have a positive impact on your most precious assets - You, your family, your business, your future.
We focus on what we do best, and so does your accountant
Your accountant is one of the clever ones, who understand the importance of focusing on what you do best and partnering with trusted advisers to do what they do best.
Together, as a team with individual and specialist knowledge and skills, we focus on you, your individual circumstances, objectives and dreams. We take a 'holistic' view of your world, and work with you to ensure that all bases are covered.
Integration is the Key. Succession, estate and superannuation planning all have tax considerations and are best delivered as part of an integrated plan and process. Your accountant will work with us to bring these elements together and to assist you through the planning process
Also in Jim's corner are the professional support team from Merit Wealth, backed by a wealth of 'best of breed' industry know-how and resources.
Meet Jim Cresnar
Jim Cresnar is a dedicated financial planning professional with more than 20 years experience, and is passionate about helping his clients to set, achieve and protect their financial goals, and secure the future and financial freedom they desire.
Adv Dip FP (FS), Ba(EC)
ASIC Adviser ID 1004802
Previously a Senior Financial Planner with a large institution, Jim provided strategic investment advice to their High Net Worth and Business clients.
During this time Jim specialised in the distinct financial needs of medical and healthcare professionals and has been providing advice to medical practitioners and specialists for over 10 years. He understands and can help navigate the complex financial rules of the healthcare industry to ensure that his clients minimise tax, grow and protect their wealth, and make their income work harder.
Jim is an Authorized Financial Planner (AFP) who holds a BA majoring in Economics, an Advanced Diploma of Financial service (Financial Planning) and is a practicing member of the Financial Planning Association (FPA).
When he's not working, Jim loves spending time with his family at his home in Newcastle and is kept on his toes coaching the Central Coast Mariners Academy team.