Our History
Noall & Co. has been in business for almost 25 years. Marc Bineham joined
the company in 1992 and in 1997 replaced Bill Noall as Managing Director
and continues in that role today. Noall & Co. began operations in Australia
and while this remains our core focus, we have expanded our operations into
Asia and the Gulf.
We are based in North Sydney and have a staff of 10 to assist our clients to provide solutions for the creation of retirement wealth as well as providing ongoing protection for themselves, their dependents and their assets.
Our Philosophy
We believe that “providing financial peace of mind when you need it
most” is of the utmost importance. Our range of specialist services
has been designed with this in mind. We don’t just look after you
and your financial needs; we look at your whole family situation.
So whether it is ensuring you and your family are well covered, needing help on a claim or on target for a comfortable retirement, you can feel confident that we have been there before and will be with you through each step of the process.
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Our Clients
At Noall & Co. we are privileged to serve clients in four key areas:
- Business Professionals
- Pilot Professionals
- Health Professionals
- Advisory Support Service to the ex-patriate market (through affiliated intermediaries)
For more then 20 years we have differentiated ourselves and our services
from those of our competitors by working to the highest standards of reliability.
Our clients are the very lifeblood of our business and their expectations
form the basis of how we operate.
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Insurance
On risk insurance management we advise and implement solutions which cover:
- Income Protection - protection of income in the event of temporary of permanent disablement;
- Life Cover - protections of one’s human life value in the interests of family members;
- Trauma and Total & Permanent Disablement Cover - accessing lump sums in the event of a traumatic incident.
-
Business Insurance - funding partner and shareholder business agreements.
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Financial Planning
On financial planning we provide a range of services through either Noall
& Co. or our associates which cover:
- Superannuation and retirement strategies - including self managed funds (DIY) - and then having it completely administered;
- Tax effective investments and strategies for paying for private school fee funding or other worthwhile goal;
- Cash Management Trusts;
- Mortgage advice
- Estate Planning solutions
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Our Team
Our Advisors are all authorised through Professional Investment Services and the process we employ with any prospective client follows these guidelines:
- Discuss your financial needs, priorities, goals and concerns;
- Identify any financial issues that you need to be aware of;
- Give you a written recommendation of their professional advice;
- Carefully explain their recommendations and all associated costs;
- Implement the plan;
- Design a review process that meets your needs.
Click here for Testimonials from our clients
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