Beyond Bank Australia

At Beyond Bank we pride ourselves in going beyond for our customers. We offer a range of specialised services to help you get the most out of your banking experience

We’re a bank that’s owned by our customers.

So, naturally what’s important to you, is important to us.

It’s part of what makes us ‘the other way to bank’.

There are four main areas in which we can help you:

Personal banking; wealth management; community support and business banking.

How much or how little you need of each entirely depends on what you want today and what you would like to have tomorrow.

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Membership Level: BVH Basics - Annual

Categories: BanksFinancial Services

Tags: Beyond Bankfinance

Calder Wealth Management

CWM is not a cookie cutter practice. We take time to understand your needs and priorities to create a customised financial experience that draws on our holistic range of services. All we need is your financial ingredients and we’ll deliver a bespoke strategy just for you.

You will receive institutional-grade investment management, masterminded by our specialist research team. From there, the CWM team add meticulous and dynamic customised financial planning.

Our Wealth Management and Financial Planning services encompass:

And that just scratches the surface of what CWM can do for you. Think about us for tax management, estate planning, and philanthropy… we’re your team for all your financial needs.

We evolve with you as your life and needs change and develop, but the underlying structure and support you receive remains constant. Now that’s real wealth management.

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Membership Level: BVH Basics - Annual

Categories: AccountingFinancial ServicesInsurance

Tags: financial adviceinsurance

Victor Harbor

3/162 Hindmarsh Road
Victor Harbor, SA 5211 Australia

Monday - Friday: 9:00am - 5:00pm

Website

(08) 8373 3333 (Main)

Mount Barker

47 Hutchinson Street
Mt Barker, SA 5251 

Christmas & Volling

Accountants and Business Advisers, we provide a comprehensive range of accounting and taxation services across the Fleurieu. The practice has a solid rural connection servicing both rural enterprises and regional businesses in general.

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Membership Level: BVH Basics - Annual

Categories: AccountingFinancial ServicesProfessional Services

Tags: accountantsbusiness consultingChristmas & Volling

Mortgage First Brokers

Property Is Our Passion. Let Us Help You Make The Right Decisions.

Our ethics and integrity are second to none. Full transparency and disclosure is what we provide our clients, which could save you thousands and thousands over a period of 30 years. With over 55 lenders in the home loan space, we are sure we can help you become credit ready. We also can help you buy a boat, car, truck, farm equipment and caravans. When you visit a bank you are given one quote and sometimes they still can’t help you. With us we have access to potentially 60 lenders and will ensure you receive 3 quotes and know what bank or lender will suit your individual situation.

Why Mortgage First Brokers?

We act in your best interests. Come in for a health check of your current mortgage. Talk to us about debt consolidation, construction loans, car loans, reverse mortgages, investment property loans. We also love to help with single parent loans, first home buyer loans or refinance for a lower rate.

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Membership Level: BVH Basics - Annual

Categories: Financial Services

Tags: mortgage broker

People’s Choice Victor Harbor

We offer a genuine alternative to the major banks!
At People’s Choice, we’re one of Australia’s largest Credit Unions with over 365,000 members.

Our Philosophy
We’re about people, not profit – a simple philosophy that says a lot about how we operate. We reinvest funds to create better products and provide great service and advice.

Our Members
We’re member-owned, which means our customers and owners are the same – our members. Everything we do is designed to benefit our members.

Our service
Our sole purpose is to help our members meet their financial needs to get ahead in life.

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Categories: Financial Services

Victor Harbor

Victor Central Shopping Centre, 77 Torrens St, Victor Harbor
Victor Harbor, SA 5211 

Website

13 11 82 (Main)

Preferred Finance

Preferred Finance is a modern, professional finance broking firm based in and working for, the Fleurieu Peninsula and Adelaide Hills communities.

Specialising in all types of home and business lending Preferred Finance is ready to assist you with your finance requirements.

Ask us how we can help you – all you need to do is call Preferred Finance today on 1300 188 118 or 0403 161 289.

With offices in Mount Barker, Goolwa South & Adelaide, Preferred Finance is your local mortgage broker.

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Membership Level: Business Victor Harbor & Business SA Membership

Categories: Financial Services

Tags: business loanshome loansmortgagesPreferred Finance

Richard Foggo for Finance

Helping you with all your Money Matters!

  • Home Loans
  • Refinancing
  • Investments
  • Car Loans
  • Equipment Finance
  • Personal Finance
  • Business Loans

Located at McLaren Lane, just off Ocean Street, Victor Harbor

Member FBAA & IPA – J P & Aust Credit Licence Holder – 396206

Membership Level: BVH Basics - Annual

Categories: Financial Services

Tags: financelendingmortgage broker

St. James Finance Pty Ltd

St. James Finance Pty Limited (SJF), are much more than just Mortgage & Finance Brokers. We were the first Mortgage & Finance Brokers in South Australia and the 4th in Australia to be approved for a Credit Lisence by ASIC-The Australian Securities and Investment Commission. Most brokers are not lisenced and are credit representatives. As such as our client you are very much more protected.

Our focus are assisting small businesses with their funding requirements. Offering business finance, home & investment loans, Commercial Finance, Asset Finance to name a few. In addition we assist businesses who can not provide financials or whereby the business owners may have credit impairments on their credit file.

We will find and recommend loans which are appropriate in terms of size and structure, are affordable, applied for in a compliant manner and meet your set of objectives at the time of seeking the loans on your behalf.

St. James Finance Pty Limited was founded by Martin Corner in December 1994. A visionary Martin has been in the financial services industry since the 1980’s. Martin is a past board member of the Australian Institute of Company Directors, formerly the Company Directors Association of Australia (SA Branch), Gaming Finance UK Limited, Gaming Finance NZ Limited, past Chairman & Director of St. Paul’s Lutheran Homes Hahndorf. Martin holds formal finance qualifications. Martin is a member of the Naval Military and Airforce Club of S.A.

Our South Australia Head Office is located at Level 30, 91 King William Street, Adelaide SA 5000 with regional offices in Port Pirie and Whyalla.

SJF assists clients throughout Australia including regional South Australia.

We have many funding partners on our panel including the major banks. We can negotiate a loan on your behalf to suit your needs with a minimum of fuss. We believe in full disclosure by ourselves, the borrowers and the funding partners.

St. James Finance Pty Limited and Martin are members of the of the Finance Brokers Association of Australia.

Our website is stjamesfinance.net.au

Mobile: 0419 806 414

Membership Level: BVH Basics - Annual

Categories: Financial Services

Tags: financelending

Time for Business

It is so easy to get caught up in the day-to-day responsibilities of running a business, that sometimes the end goal can be buried under paperwork and total exhaustion. If you need more time for business, then maybe it is time to implement the following…

Setup & Implementation of Xero

Time for Business can help you transition to Xero, a cloud-based accounting platform, so you can enjoy the range of time-saving tools that can help you grow your business.

Establish Systems & Staff Training

Time for Business can set up individually tailored systems for your business plus provide the necessary one-on-one training for your personnel.

Create Tracking & Specialised Reporting

Don’t wait until the end of the quarter or financial year to see if your business is profitable. Time for Business will ensure you have access to this data immediately, in real time.

It’s Time for Business.

Membership Level: BVH Basics - Annual

Categories: Financial ServicesProfessional Services

Tags: administrationbusiness consultingfinancial servicesTime for Business