Advance Financial Planning in Eltham, Victoria, Australia | Financial planner

Advance Financial Planning

Locality: Eltham, Victoria, Australia

Phone: +61 3 9431 6828

Address: Suite 1, Level 1, 6 Pryor Street 3095 Eltham, VIC, Australia

Website: http://advancefp.com.au/

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• Financial planner
• Estate planning solicitor
• Financial consultant

24.01.2022 Federal Treasurer Josh Frydenberg has handed down his third Budget, recognising the Government’s emergency support having provided a crucial lifeline to the economy in the face of COVID-19. The impact of COVID-19 will see the deficit reach $161 billion in 2020-21, improving to $106.6 billion in 2021-22, before further improving to $57 billion in 2024-25. In the next stage of the Government’s economic plan to secure Australia’s recovery, the Budget focused on creating jobs, gu...aranteeing essential services and building a more resilient and secure Australia. This will be achieved with a range of measures including personal income tax cuts, business tax incentives, more infrastructure and funding including schools, hospitals, aged care and the NDIS. Full details in our latest blog post.

21.01.2022 April was another strong month for growth assets despite the increasing and alarming rise of COVID-19 cases in India with calls for a nationwide lockdown as cases surpass 20 million...

21.01.2022 Check out the latest market summary.

17.01.2022 July was a relatively flat month for growth assets. Standout returns were achieved on hedged international equities as the Australian dollar continued to strengthen, a thematic over the last 3 months which now sees almost identical returns across hedged and unhedged equities over the past 12 months. The Australian dollar‘s recent appreciation is mostly against the US dollar, and partly reflects the buoyancy of the iron ore price (supported by central bank growth stimuli and supply constraints) plus the favourable interest rate differential between the US at zero and Australia at 0.25%. The US Dollar Index a measure of the value of the US dollar relative to the currencies of a basket of the United States’ major trading partners fell 4.15% during July. Get the full report in our latest blog post.

17.01.2022 The coronavirus pandemic has caused a global health crisis and a deep slump in economic activity around the world. Job numbers are falling rapidly and unemployment is surging. Investment markets are in panic mode. Many governments are responding to the economic crunch with budget and monetary measures on a massive scale. Here's our suggestions: https://advancefp.com.au/between-panic-and-fomo-what-to-do/

13.01.2022 WELCOME TO ADVANCE FINANCIAL PLANNING | BRITT MUELLER We are thrilled to announce that Britt Mueller recently joined Advance Financial Planning as a Paraplanner. Her role as a Paraplanner includes preparing Statement of Advice and Record of Advice documents, financial modelling and other financial planning documents. As an important member of our team, she is able to provide additional technical support and assist in strategic enquiries.... Britt was previously employed as a Client Service Officer with an Australian Unity licenced financial adviser. She holds Bachelor’s Degrees in Accounting and Economics (Majoring in Financial Planning). #newteammember #welcome #financialplanning #eltham

12.01.2022 5 ways a Financial Advisor can help you gain control, confidence and peace of mind over your financial future. Interested to find out more? Visit our website https://advancefp.com.au/ or reach out to schedule a free session with one of our advisors.

09.01.2022 As we grow as a nation and evolve as a society, we need to remember that it is those we share our lives with who are at the core of our Real Wellbeing. - Rohan Mead, Group Managing Director, Australian Unity. Wellbeing is a term that gets bandied about a lot these days. Often in conjunction with sipping green smoothies and meditating at sunrise. But the study and measurement of wellbeing is so much more than just practising wellness - it goes to the very core of how we are feeling about our lives as a whole.

08.01.2022 Financial advisers counselling a disciplined approach to investing over the past year helped Australians avoid a litany of poor investment calls during tumultuous market conditions adding an estimated more than 5.2% p.a. in value to their clients’ portfolios. Find out more in our recent blog post.

08.01.2022 After equities entered a bear market in the March quarter with many equity indices down over 20%, in April we saw markets rebound strongly as central bank support coupled with the flatting/reduction of COVID-19 cases gave investors some much needed hope and confidence that the world could potentially return to normality. However, as explained in last month's market summary, not all was that rosy.

07.01.2022 Growth asset returns were mixed in June with divergence between small cap and large cap stocks, hedged and unhedged equities and Australian listed property versus Australian large cap stocks. However, over the quarter, with the exception of unhedged international equities returning 6%, all other growth assets had an exceptional quarter and returned between 17% and 24%. Unfortunately, these large rebounds from the March lows still saw many growth assets post a negative return for the financial year. Get the full report in our latest blog post.

05.01.2022 July was another positive month for growth assets. Meanwhile, fixed interest assets gained in value (yields fell), despite further rises in inflation that ordinarily would lead to rising bond yields. Get the full report in our latest blog post.

04.01.2022 The Australian Taxation Office (ATO) is receiving reports of a new email scam that asks people to update their myGov or myGovID details. Scammers pretending to ...be from the ‘myGov customer care team’ are emailing people and telling them they need to verify their identity by clicking on a link. The link goes to a fake myGov logon page designed to steal their personal information. If you receive an email like this, DO NOT click any links and DO NOT provide the information requested. A genuine ATO, myGovID, or myGov message will never ask you to access online services via a hyperlink. If you receive an SMS or email that looks like it’s from myGov, but it contains a link or appears suspicious, you can report it to ScamWatch. If you have clicked on a link or provided your personal information, you can contact Services Australia’s Scams and Identity Theft Helpdesk on 1800 941 126. Visit www.ato.gov.au/scamalerts to find out more.

03.01.2022 August was another strong month for growth assets. Get a full performance breakdown in our latest blog post.

02.01.2022 Investment markets can be volatile at times, which can be unsettling for some investors. We thought we would share the following video. https://www.youtube.com/watch The 2020 Vanguard Index Chart powerfully illustrates how sticking to a disciplined investment plan, with diversification across a range of asset classes, will invariably override short-term market volatility and deliver long-term returns.... Capturing 30 years of historical returns data, the 2020 Vanguard Index Chart shows the long-term performance of the Australian and United States sharemarkets, international shares, Australian bonds, listed property and cash.