123 Financial Group is not your average number-crunchers; they are financial dream weavers dedicated to rewriting the rules of finance with a focus on their clients’ aspirations. Based in Newcastle, the Hunter Valley, and beyond, this award-winning team empowers individuals and businesses with services ranging from turbocharged tax strategies to mortgage mastery and business brilliance. Their approach is down-to-earth, genuine, and caring, ensuring clients feel like they are talking to a friend rather than just an adviser.
Founded over 15 years ago by Jen Richardson, a respected financial guru in Newcastle, 123 Financial Group prides itself on core values of trust, confidence, timeliness, and the importance of family. Their all-in-one financial hub covers a wide array of services including accounting, taxes, business advice, financial planning, retirement strategies, loans, bookkeeping, money coaching, and insurance solutions. The team’s commitment to providing practical, personalised advice without the sales pitch makes them a go-to destination for individuals and business owners seeking financial clarity and guidance.
123 Financial Group’s journey began with a mission to fill a gap in Charlestown for an accounting service that combined the expertise of a large firm with the personalised touch of a small one. Starting from humble origins with a handful of loyal clients, the business quickly gained recognition for its excellence, leading to steady growth and the development of a professional and dedicated team. Throughout their expansion, the unwavering focus has always been on the clients, positioning them not just as financial experts but as partners on the road to financial success.