Financial Planning

Financial Planning

Our process is about understanding you: where you are and where you want to be. We agree upon a fixed fee to create a tailored strategy to achieve your goals. We then provide you with the support you need to stay on track.

Our advice is always unbiased. We look after your best interests.

The following services are provided under AFSL 238429 of RI Advice Group Pty Ltd:

Financial Services Guide & Privacy Policy

Superannuation

We are experts in Superannuation Funds.

Outside of your home, Superannuation may well become your largest asset. We can provide the strategies that will ultimately set you up for retirement on your terms.

Best Features

  • Ensuring your retirement fund is best suited to your personal needs.
  • Support from a qualified Financial Adviser.

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Investment Advice

Ideally, you should have the minimal necessary risk to achieve your goals – and no more. How much risk are you taking on? Do you understand all of your options?

Implement a strategy, achieve your goals and sleep well at night.

Best Features

  • A service that ensures your investment strategy is catered to you and your own personal goals.
  • Support from a qualified Financial Adviser.
  • Advice, support and accountability in achieving your goals.

Wealth Creation

Whether you are saving for your first car, first home, wish to extinguish debt, or wish to ensure you have sufficient capital for retirement, we can support you in designing a plan to achieve your goals.

Best Features

  • Experts and partners to assist you in all stages of life.
  • Improve your financial position not just in retirement.

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Self-Managed Superannuation

We are experts in Self Managed Superannuation Funds. Not only do you have flexibility and control of a Self-Managed Superannuation Fund, we can provide the strategies and advice to support you in growing your superannuation fund.

Best Features

  • A comprehensive service that can take you from establishment to ongoing management and investment decisions.
  • A complete SMSF solution.

Aged Care

Often Aged Care can be a complex and daunting process for any family to face. Here we look to make it as easy as possible by guiding you through the process with sound advice.

Best Features

  • We can take you from looking for a facility to fully setup financially.
  • Placement partners to ensure that your loved ones are looked after by experts along the whole way.

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Estate Planning

As important as it is to plan for the now and future, it’s always important to consider those around you. We can help provide strategies that assist you achieving not just your goals, but goals for your family.

Best Features

  • Access to experts and partners to ensure that you and your beneficiaries are accounted for in all decisions made

Cash Flow

Do you have a robust plan in place for tomorrow, or are you subject to the whims of fortune? Ultimately, financial planning is about ensuring you have the cash flow you need, when you need it. With a tailored plan in place, you can feel secure.

Best Features

  • Access to a variety of tools that can assist you in checking and monitoring your spending.
  • Take control of your situation.

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Discover The Finest Accountants Near You — Judge Accountants

Judge Accountants is a leading accounting firm in NSW. We provide a comprehensive range of accounting, taxation, and financial planning services for individuals and businesses of all sizes.

With a team of experienced and qualified accountants, we are committed to delivering exceptional service, personalised advice, and achieving the best financial outcomes for our clients.

Professional accounting team

The Benefits of Choosing Expert Accounting Services

Whether for personal or professional purposes, handling your money can be difficult and time-consuming. Tax laws constantly evolve, and keeping up with the latest regulations can feel overwhelming.

Expertise

Our team of accountants near you have the knowledge and experience to navigate the intricacies of accounting and taxation.

Tax Efficiency

We help you understand complex tax regulations and ensure you take advantage of all available deductions and benefits.

Time-Saving

We free you up to focus on what matters most – running your business or managing your personal finances.

Peace of Mind

Knowing your finances are in the hands of our best tax accountant allows you to confidently focus on your goals.

Business meeting

What Sets Judge Accountants Apart?

Judge Accountants employs experienced business agents in Penrith, adept at navigating local regulations and fostering lucrative partnerships.

Transparent Pricing

We provide clear and upfront pricing so that you know precisely what to expect. There are no unwelcome shocks or additional costs.

Personalised Service

We believe establishing close bonds with our valued clients is important. You'll have a dedicated tax accountant who understands your specific needs.

Detailed Annual Planning

We proactively schedule meetings to discuss tax-saving strategies, ensure you are on track, and answer all your questions.

Clear Communication

We take the time to break down complex financial concepts in a clear and concise way, ensuring you understand your position fully.

Financial Planning

Our team can assist you with financial planning for the future, including retirement planning and wealth creation strategies.

Modern Technology

We use cutting-edge technology to streamline our processes, improve efficiency, and offer secure online access to your information.


With a keen understanding of the regional market, our agents facilitate strategic expansions and adeptly handle negotiations, ensuring optimal outcomes for our clients.

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