Wealth Inspired in Drummoyne, New South Wales, Australia | Local service

Wealth Inspired

Locality: Drummoyne, New South Wales, Australia

Phone: +61 1300 230 130

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24.01.2022 Were delighted to announce Wealth Inspired has introduced a great new platform to help you manage your entire financial world - at home and on the go. Why youll love it Everything in one place: add your credit cards, bank accounts, properties, car, home loans, investments and more to easily track and manage your finances. Always up to date: upgrade to a Pro account to enable live property and bank feeds from leading financial platforms. ... Cashflow & budgeting: auto-categorised transactions and powerful budgeting tools make setting goals and getting a full picture of your income and expenses a breeze. Tax time made easy: use specially built tax tools to track, tag and store relevant tax information (from transactions to receipts) securely online. Digital document signing: sign your important documents electronically, on desktop or through the mobile app. All documents are stored in your wealth portal for easy access. Breakdown Your wealth portal is available for free through a Starter account, or you can get a Pro account for $14.95 (excl. GST) per month. Get everything the Starter account has to offer plus live data feeds and bonus features by upgrading to Pro. We dont have any financial interest in you opting for a Pro version of the portal. Next steps Youll soon receive an email prompting you to set up your Wealth Inspired wealth portal. Please check your junk email folder, and let us know if you havent received anything in the next 24h. If youd like to get your wealth portal set up, let us know!

24.01.2022 Were delighted to announce that we have introduced a great new platform to help you manage your entire financial world - at home and on the go. Why youll love it Everything in one place: add your credit cards, bank accounts, properties, car, home loans, investments and more to easily track and manage your finances. Always up to date: upgrade to a Pro account to enable live property and bank feeds from leading financial platforms. ... Cashflow & budgeting: auto-categorised transactions and powerful budgeting tools make setting goals and getting a full picture of your income and expenses a breeze. Tax time made easy: use specially built tax tools to track, tag and store relevant tax information (from transactions to receipts) securely online. Digital document signing: sign your important documents electronically, on desktop or through the mobile app. All documents are stored in your wealth portal for easy access. Your wealth portal is available for free through a Starter account, or you can get a Pro account for 14.95 per month. Get everything the Starter account has to offer plus live data feeds and bonus features by upgrading to Pro. Try the starter account! https://myprosperity.com.au:443/accounts/account/register

24.01.2022 You have to wonder sometimes if the regulators in Canberra really have it in for independent investors. There may not be an official policy approach to scare people away from doing their own investing, but at times it sure seems like it.

23.01.2022 https://m.facebook.com/story.php

22.01.2022 What is a Financial Planner and do you really need to be rich to engage one? Rosario Carbajal, Financial Planner and owner of Wealth Inspired give us an insight... into what a Financial Planner does and how they can help you. If you would like more information or a chat please contact Rosario : Mobile: 0407 742 042 Email: [email protected] If you would like more info on investing in property to create wealth please contact us on Website: http://www.inspiredpg.com.au Email: [email protected] Phone: 0422 611 877 You tube:shorturl.at/vEQ14

22.01.2022 Bushfires, floods and now a global pandemic all have the potential to seriously affect our health and financial wellbeing. Topical at the moment, is whether a person has access to their superannuation where they are under financial stress or suffering from illness and, with this in mind, we need to consider if accessing your funds should be consideration for each individual situation. Speak to your financial adviser to evaluate if this is the right decision for you.

22.01.2022 How does the COVID-19 affect Property Prices and our Investments? Theres a lot of panic and hysteria in the media around COVID-19. Many clients have been asking what this means for them and really how this will impact the property market. John Fitzgerald, founder of JLF Group of Companies gives his 40 years experience on a recorded webinar. He dives deep into the facts, numbers around this issue and historical data in times of similar crisis. https://event.on24.com/eventRegistration/EventLobbyServlet

21.01.2022 HERE IS WHY YOU WILL NOT GET THE $25k HOME BUILDER GRANT

21.01.2022 The award was a total suprise and my reaction and those of guests was precious. I crack up every time I watch it.

20.01.2022 Love you to join me!

20.01.2022 Do you have an #SMSF? Complete the annual Investment Trends SMSF Investor survey on your experiences. There are plenty of prizes up for grabs including EFTPOS gift cards valued at $200 to $3,000! Complete the survey here: https://bit.ly/3bqjVkU

20.01.2022 Meeting with my referral team

20.01.2022 HOW GREEN IS YOUR SUPER FUND? Climate Change - Take Action - Get Informed and Stand Up Where you choose to invest your money matters. Withdraw funds (divest) from institutions that invest your money in coal, oil and gas. Invest in companies that are fossil fuel-free and/or support community-owned renewable-energy projects. ... Lets do our little bit to help.

19.01.2022 How would you like to work until your 60 only? And even then be having the opportunity to be able to be doing what you love? It’s all about planning so why not speak to us

19.01.2022 You are Picturing your self Cooking in your new Kitchen and watching the kids play in the backyard. You have an accepted offer on the new home you are purchasing, what is next. Judy Hogarth from @KLH Conveyancing and Aaron Whybrow the Bagpiping Mortgage Broker from @Diagnostics and Finance will be discussing this further. In these 3 videos we will explain how you can successfully exchange on a property. The videos will play over the next 3 weeks. Today we are going through the need to be represented and have a contract review!

18.01.2022 And we’re off! Thank you to all our fantastic cyclists and walkers taking part in this month’s virtual Future2 Community Cycling & Walking Challenge. 2020 has... been an extraordinary year and we know many of our local communities and charity partners are experiencing unprecedented challenges. We are so grateful for your enthusiasm and support. Remember to share your stories and photos of your challenge from wherever you are in Australia! There’s still time to sign up, donate and get involved! Every contribution makes a huge difference to our charity partners and young Australians across our country. Thanks to our Gold partner MLC Australia and Silver partner IRESS, as well as Magellan, Colonial First State and Belalberi for their amazing support. #future2virtualchallenges #future2wheelclassic

17.01.2022 Treat yourself to that special getaway this Autumn. Enjoy Luxury Overnight accommodation in a Superior Room at The Star Grand Hotel & Residences, Sydney includi...ng: * Luxury overnight accommodation in a Superior Room at the Star Grand Hotel & Residences, Sydney *A la carte Breakfast at Harvest Buffet *Complimentary in room Wi-Fi during the stay *Complimentary late check out of 12pm subject to availability *Complimentary room upgrade to higher floor or next room category subject to hotel availability Rates from $265 per night Twin share. Contact me at E: [email protected] or on M:0400 413 522. #luxurytravelconsultant #mtatravel #starsydney

17.01.2022 Awesome opportunity with a brilliant coach

16.01.2022 Please support our team Chicks from Wealth Inspired

16.01.2022 Thank you Inspired Property Group for allowing to share my passion through your video series. Great initiative and thank you for allowing us (including our mascot Kovu) to be part of it.

16.01.2022 In the Chinese language, the word "crisis" is said to be composed of two characters, one representing danger and the other, opportunity. Where is you thinking at?

15.01.2022 On the 6th of August I attended The Climate & Peace Forum that is an initiative of the Rotary Club of Sydney Cove. I am very passionate about this as the impact of us not acting now will leave our children and grandchildren with a world full of extreme conditions. Please join me for a recap on this forum to learn about what the real issues are and to make our post COVID-19 return to life meaninful. I personally would appreciate your support and attendance.

15.01.2022 Check out how to get the most out of your super with Rosario L Carbajal from @wealthinspired.

15.01.2022 JOIN US TONIGHT for the Climate and Peace Forum recap, presenting three passionate speakers preeminent in their fields: Dr. Michael Pulch, European Union Ambassador to Australia, Lesley Hughes, Distinguished Professor of Biological Science at Macquarie University, and Richie Merzian, Director of Climate and Energy at The Australia Institute, one of the countrys leading think tanks. We encourage your participation and to join a Rotary Club near them to become part of the solution.

14.01.2022 SMSFs With 6 Members??? The possibility of 6 member SMSFs is back on the table. The necessary Bill was tabled in the Senate on September 2nd and is being considered by a committee due to report back on November 4th. If it passes both the Senate and House of Representatives, it should receive Royal Assent before the end of March. This would make it effective from April 1st - a date that will give some wags cause to chuckle. If it does become law the effect of additional member...s on control and investments will need to be carefully considered. Also, due to the Trustee Acts in most States NSW, QLD, VIC, WA and ACT a corporate trustee will be required. Lets see what the committee has to say!

14.01.2022 https://www.mycause.com.au//the-chicks-from-wealth-inspired

13.01.2022 COVID-19 WEEKLY UPDATE for Property Owners and Investors There is only truth in numbers. So lets stick to the facts and forget the Media frenzy for a few minutes. History shows that every crisis presents opportunities.... With the drop of interest rates and the pressure around income, maintaining and maximising your cash flow has never been more important. For this reason, John Fitzgerald will continue to provide current and historical data to provide clarity and help you see that every crisis presents opportunities. This weeks online event is brought to you by Ray White. THIS WEEKS AGENDA: 1. Reviewing recent announcements - the big picture 2. Logistics - Landlords and tenants, the Real Estate industry today 3. Liquidity - The Numbers before, during and after COVID-19 - early signs. 4. Strategy - staying on track 5. Q&A Recommend you ask your questions in advance to make sure it gets answered on the night. Email [email protected] Join in live tonight - Tuesday 14th April 2020 at 7:00pm (AEST)

13.01.2022 What would you prefer: - a delayed retirement, or - an early retirement? Would you prefer to depend on:... - centrelink age pension payments, or - your own tax free income? Would you prefer to have to: - manage on a tight budget, or - live out your retirement with suffecient to cater for a wonderful lifestyle? Are you leaving planning for an early retirement till you reach 60? Well think again!!!! The sooner you start the more control and option you will have. Talk to us now

12.01.2022 When the virus first hit we told all our clients the following: 1. Prices wouldnt plunge as there would be fewer buyers in the market but also fewer properties... for sale which creates stability 2. The upper end of the market would see higher falls than the lower end 3. Once restrictions ease buyers will be back An article released by The Sydney Morning Herald indicates that settled sales have fallen by 40 per cent in April, however, the silver lining is that there are now fewer properties on the market and less buyer which has created some level of stability in the national housing market for now. CoreLogic on Friday reported house values in Sydney improved by 0.3 per cent through April while in Melbourne they eased by 0.4 per cent, values were up by 0.3 per cent in both Brisbane and Perth; the only other city to record a fall was Hobart, where they edged down by 0.2 percent. Many of the Real Estate agents that we spoke to have reported a quite last 5 weeks however they have said that since the announcement of easing restrictions they have seen an uplift in inquiries as buyers slowly start to return. In Sydney, values in the top quartile rose by 0.3 per cent compared to a 0.6 per cent lift for properties in the middle 50 per cent of the market. year.https://apple.news/AEQSolXvHTfu171xIXSqJYQ

09.01.2022 #1 Tax Depreciation Explained: Investment Property for Beginners in Australia What the hell is tax depreciation? And how does it benefit property investors to... save thousands of in tax? Watch and find out Full video on YouTube link in the comments #duotaxaustralia #duotaxvideo #taxdepreciation #taxservices #taxreturn #investment #propertyinvestment

09.01.2022 Early-release superannuation scheme does not commence until mid-April. The ATO is managing the new early-release process through its myGov website. There is no need to involve a third party and there are no fees involved.

09.01.2022 What an awesome Thursday evening with family and friends in support of all the women in our industry.... and to be awarded SMSF Advisor of the Year is such an honour

08.01.2022 Please support us with anything you are able to contribute. We completed our challenge and rode 565 kms for the month of November. We have until the 14h December to close off our fundraising! Our target was $500 and we have just passed it and would like to aim to increase it to $700. Look forward to your support for a worthy cause.

08.01.2022 Update on the property market for May, In Sydney saw a decline of of 0.6 per cent in the highest market segment worth $1.35 million or higher, a 0.4 per cent de...cline across the middle of the market, and a slight lift in the lowest value segment of 0.1 per cent! No 20% falls yet! Also great news for our buyers in Western Sydney around austral that region reported an increase of 0.7 per cent in dwelling values and is vertically backed up by the activity we have seen in the market over the land couple of month. If you looking to get into the market give us a call or email [email protected] See more

07.01.2022 This event is your opportunity to learn more about Property Development, how its done and how to start investing in projects here in Australia. Our team of experts will share their expertise on Property Development, different structures, buying entities and how to identify a great property investment. This option suits investors who dont want to acquire property, but want to share in the potentially higher profits available through Property Development.... Property development is neither easy or simple. The key to successful Property Development is a combination of time, knowledge and money. Pooling your funds with other investors to access high developer profits is a simple way to invest in larger scale residential property developments. If you fall into one of these categories then this event is for you >You have a self-managed super fund with $50,000 available to invest >You have equity in a property that you would like to leverage to drive further income >You have an industry super fund but youre interested in understanding how to invest in property through a self-managed super fund >You have $50,000 cash in the bank but its only earning you 2% and you would prefer 15% + If you havent yet registered for this event you still have time and there are a few more spots available. Make sure you dont miss out!

07.01.2022 What is SMSF Compliant Unfortunately not all property qualifies as self managed super compliant, it must be a "single contract" i.e. house and land is 2-parts, one for the land and one for the build. This means to buy house and land you need to buy with a single contract, for an apartment these are all single contracts.... For example some of our referral partners have completed apartments that qualifies as SMSF compliant and you can use your Super to buy. With prices as low as $390,000 you could technically purchase with as little as $190,000 in Super. Another would be a single contract house and land. The builder funds all build costs and you only pay 20% deposit now with balance on settlement. NDIS is also a very popular property type with its incredible returns, add to that the ability to buy it within your Super Fund. If you would like to discuss property in Super strategies or SMSF further we would be glad to assist where we can, please be mindful that we are not licenseto to recommend a particular property but can however refer you to a Property Advisor who can speak with you.

07.01.2022 Kay and I will be cycling our legs off during the whole month of November in support of Future2 Foundation. Future2 supports young Australians aged 12 to 25 years experiencing social, financial or physical hardship. We would love your support.

06.01.2022 I like to share from Giulia Mezzapica of Total Vitality - Naturopath and Educator WHY WORLD HEALTH WEEK IS MORE IMPORTANT THIS YEAR AND HOW TO REDUCE YOUR RISK OF EARLY DEATH. This year, the phrase "World Health Week" means something totally different to any other year. Previously, it just brought awareness to looking after ourselves and putting healthy practices into our lives. ...Continue reading

06.01.2022 Property update from our External Property Investment strategist

05.01.2022 What Australians are up against when it comes to retirement savings When you retire, youll have to have enough investment income coming in from your assets in super and other accounts, if you have any to make up for your earned income. Youll be able to access your super between the ages of 55 and 60. In order to afford a modest lifestyle, and assuming you already own your own home, a single person would need a minimum of $545,000 in super. A couple would require $640,00...0. With this amount, you could maintain your car, pay for air conditioning, and have some money for holidays. Depending on your lifestyle, you may want to have more than this. What are doing to secure your retirement savings needs?

04.01.2022 The Climate & Peace Forum is an initiative of the Rotary Club of Sydney Cove, supported by the Rotary Clubs of Sydney and Darling Harbour. Interested Rotarians are encouraged to book into their inaugural webinar. Further information about the initiative can be found at www.climateandpeace.com.au.

03.01.2022 I am so excited to be amongst the finalist in the Women in Finance Awards as SMSF Advisor of the Year . This was a lovely surprise firstly to have been nominated anonymously and now to be amongst the finalist. Thank you to Karen Hall for her support in the process of documenting what I love to do day to day. I am very appreciative of the team of professionals I work with that make our clients feel very special. I dont have any expectations but would like to extend an invitation for the 10th September at our virtual table Wealth Inspired for the live broadcast https://lnkd.in/g-9bvg3.

02.01.2022 Moving from maximum 4 members to 6 members in a Self Managed Super Funf (SMSF). Treasury Laws Amendment (Self Managed Superannuation Funds) Bill 2020 was introduced into Parliament this week. The bill detailed the increase in #SMSF members from 4 to 6. Would you and your family take advantage of the ability to have up to 6 members?

01.01.2022 Great day visiting potential clients in the Gold Coast and Toowoomba ... not quite the private jet to get home but I am imagining it is

01.01.2022 She won!! Well deserved!!