Tax & Wealth

Welcome to Tax & Wealth, a leading financial establishment located in Sutherland, Australia. Situated at 17-21 Gray Street, our institution is a point of interest for individuals seeking expert financial advice and services.

At Tax & Wealth, we understand the importance of managing your finances effectively and maximizing your wealth. With our team of experienced professionals, we offer a comprehensive range of financial services to cater to your specific needs.

As an establishment specializing in finance, we provide a wide array of services including tax planning, wealth management, investment strategies, and retirement planning. Our team of experts is dedicated to guiding you through the complex world of finance, ensuring that you make informed decisions that align with your long-term goals.

Conveniently located in Sutherland, our office is easily accessible, allowing you to visit us and discuss your financial concerns in person. Additionally, we have a presence in other locations such as Picton and Mascot, providing our services to a wider audience.

With a commitment to staying up-to-date with the latest developments in the financial industry, we strive to keep our clients informed about the ever-changing tax and superannuation laws. Our website features the latest news on tax and superannuation law and policy, ensuring that you are well-informed about any changes that may impact your financial situation.

We are proud to announce that we now offer Financial Services to members of the AMA, further expanding our reach and expertise in the field. This partnership allows us to provide tailored financial solutions to medical professionals, addressing their unique financial needs.

In line with the recent 2023-24 Budget, we have implemented changes to tax refunds and deductions, ensuring that our clients benefit from the most updated regulations. Our team of experts is well-versed in these changes and will help you navigate through the complexities of the new policies.

Hartley Financial Pty Ltd., the parent company of Tax & Wealth, is licensed by the Australian Financial Services License (AFSL) and Australian Credit License (ACL) under the numbers 480751. Our Australian Business Number (ABN) is 22 124 384 274, further demonstrating our commitment to professionalism and transparency.

To get in touch with us, you can visit our office at 17-21 Gray Street, Sutherland, or contact us via phone at 02 9545 0488. Alternatively, you can reach out to us through email at Office@hartleyfinancial.com. We also have additional contact information for our Picton and Mascot locations.

At Tax & Wealth, we strive to provide exceptional financial services that empower our clients to achieve their financial goals. Trust us to handle your financial matters with expertise, integrity, and personalized attention. Contact us today and take the first step towards securing your financial future.