Welcome to 123 Financial Group
Come meet our team...
Here at 123 Financial Group, we make it our mission to help you find financial freedom, whatever that looks like for you. We list our values as trust, family, confidence, and timeliness, which lines up with our client-first approach. Jennifer and the team are not here to judge, we’re a friendly bunch with a passion for helping people and their families get their finances in order. Have a chat with us today and you’ll find we’re easy to talk to, real, genuine people who just want to help.
We offer accounting and taxation, business advisory, financial planning, aged care advice, finance and loans, money coaching and general insurance services for businesses and individuals alike.
How do we know if we’re the right fit for each other? If you’re a small, medium or large business, or you’re an employed individual who is in your 20s, 30s or 40s, and you’re looking for help with money coaching, financial planning loans, tax services or aged care services, then we’re the right fit for each other!
A few years back, we noticed that there was a void in Charlestown that needed to be filled. There was a need for an accounting service that provided clients with the skills and expertise of a large firm but with the personal touch of a small firm. We decided to fill that void, and thus, 123 Financial Group was born.
We started out as a home-based business, but as our clients and business grew, our small team quickly grew into what it is now today — a professional, dedicated firm fully committed to putting our clients first. We appreciate those who entrust us to look after them and their finances, and we don’t take this role lightly.
If you want to ensure that you have enough cash for everything, understand what’s going on in your business, and make financial decisions as easy as 1-2-3, talk to us.