Welcome to 123 Financial Group, where our mission is simple: to help you achieve financial freedom and live life YOUR way. Our core values of trust, confidence, timeliness, and the importance of family are the guiding principles that shape everything we do.
At the helm is Jen Richardson, the brains behind this operation and a true Newcastle financial guru. Our team is cut from a different cloth – we're approachable, down-to-earth, and genuinely excited about helping you and your family take control of your finances. Plus, we've got the experience and knowledge to back it up, with a stack of awards and reviews that speak to our excellence.
Consider us your all-in-one financial hub. We cover it all, from accounting and taxes to business advice, financial planning, retirement strategies, loans, bookkeeping, money coaching, and even insurance solutions.
Whether you're a business owner or an individual, if you want practical, personalised advice without the sales pitch, you've come to the right place. Welcome to 123 Financial Group.
A few years back, we noticed there was a gap in Charlestown that needed to be filled. People were searching for an accounting service that combined the expertise of a large firm with the personalised and authentic approach of a small one.
And so, 123 Financial Group was born.
Our journey began from humble origins, operating out of a home office with just a handful of loyal clients. But word quickly spread.
As our client base expanded, so did our team, evolving into the professional and dedicated group we are today. Throughout this growth, our core focus has remained unchanged. You.
We deeply value the trust you place in us to manage your finances, and we carry this responsibility with the utmost care.
If you're seeking financial clarity, striving to understand your business's financial landscape, or looking to simplify complex money decisions, we're here to guide you.
At 123 Financial Group, we're not just financial experts; we're your partners on the road to financial success. Let's have a conversation about your goals and how we can help you achieve them.
