Adviser fp in Parramatta, New South Wales | Financial planner

Adviser fp

Locality: Parramatta, New South Wales

Phone: +61 2 9633 3300

Address: Suite 3, Level 9, 100 George St 2150 Parramatta, NSW, Australia

Website: http://www.adviserfp.com.au

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25.01.2022 This morning we met at Parramatta Park for the 2018 #CGChallenge. The team had a lot of fun supporting of a number of Western Sydney Charities! Royal Institute for Deaf and Blind Children St. Gabriels School Castle Hill Westmead Medical Research Foundation

24.01.2022 The late-late cycle show Market volatility increased during 2018 as a result of the U.S. Federal Reserve tightening, trade wars, China uncertainty, Italy and Brexit. The team at Russell Investments expect 2018s volatility will continue into 2019 and while the U.S. recession danger zone is 2020, this gives equity markets some upside, but late-cycle risks are rising.... Troy McPhee Robert De Ceglie Simon Clifford Siboney Corrales-Palacio Christian Renel Tony Fox

23.01.2022 Good luck to Ben Atkins and the Pararoos team as they head off tomorrow to compete for the World Cup in Spain. For viewing times head to https://www.pararoos.com.au//pararoos-squad-ifcpf-world-cup Get around em Benny #GoPararoos

23.01.2022 Happy Australia Day! Australia Day is about acknowledging and celebrating the contribution that every Australian makes to our contemporary and dynamic nation. If youre stuck for ideas on how to celebrate, visit the Australia Day NSW Events page to see whats happening in Sydney today!... Please note that our office will be closed on Monday 28 January for the Australia Day Public Holiday. https://www.australiaday.com.au/events/whats-on/ Simon Clifford Troy McPhee Robert De Ceglie Christian Renel Tony Fox

23.01.2022 When was the last time you reviewed your insurance? Its important to remember that Life insurance should not be established with a set and forget mentality. We take a look at the top 5 reasons when you may need to review your personal insurances. https://www.adviserfp.com.au/5-reasons-why-you-need-to-rev/ Simon Clifford Troy McPhee Robert De Ceglie Christian Renel Tony Fox

22.01.2022 Have you seen our 2018 Christmas video? The advisers have been trying their best to be nice this year! Click the link to watch and make sure you share the video with all your friends! https://www.jibjab.com//d945c58c-547f-494a-90c4-d3c38d90ae... Simon Clifford Troy McPhee Robert De Ceglie Christian Renel Tony Fox

22.01.2022 Last week the ladies from Adviser fp attended a Women in Business Luncheon which also happened to coincide with Internation Womens Day. Keynote speaker Julie Bishop, former Minister for Foreign Affairs and deputy leader of the Liberal Party, delivered an inspiring talk on the importance of supporting women in leadership roles. Make sure you "like" the photo that Siboney and Ankeeta were lucky enough to snap with Ms Bishop after the event!

21.01.2022 Can you believe January is almost over? Where has the time gone? With 2019 racing away, how you decide to spend your time can affect your ability to achieve your goals and objectives. In this article, we explore the importance of reflection on your current time management. https://www.adviserfp.com.au/the-art-of-reflection-and-tim/... Simon Clifford Troy McPhee Robert De Ceglie Christian Renel Tony Fox

20.01.2022 Do you have a robust estate plan and is it up to date? There are important things to consider as you go through the process of developing or reviewing your estate plan. Read our latest article "Making Your Estate Plan Count"to find out what they are as these considerations can make a big difference to your dependants and loved ones. http://www.adviserfp.com.au/making-your-estate-plan-count-2/... Simon Clifford Troy McPhee Robert De Ceglie Christian Renel See more

20.01.2022 One of the risks facing retirees is the potential of running out of money in your retirement savings by living longer than expected; this is commonly referred to as longevity risk. In this article, we discuss several considerations for retirees in regards to longevity risk. https://www.adviserfp.com.au/retirement-savings-and-longev/ Simon Clifford Troy McPhee Robert De Ceglie Christian Renel Tony Fox

19.01.2022 2018 Budget: The winners and losers As a result of the proposed measures that have come out of Treasurer Scott Morrisons 2018-19 Federal Budget, ABC News discusses potential winners and losers. https://adviserfp.financialknowledgecentre.com.au/kcvideos.

17.01.2022 Almost done! Very happy to share a few more progress photos of our brand new office! Simon Clifford Troy McPhee Robert De Ceglie Christian Renel Tony Fox

17.01.2022 This Christmas, are you thinking about helping either your son,daughter or grandchild purchase a home? In this article, we discuss things to consider before becoming a guarantor on a loan for a family member. https://www.adviserfp.com.au/considerations-for-becoming-a/ Simon Clifford Troy McPhee Robert De Ceglie Christian Renel Tony Fox

15.01.2022 On Tuesday night the Treasurer, Josh Frydenberg, delivered the Federal Budget for 2019. Heres our summary of the announcements and what it could mean for you. #Budget2019 https://www.adviserfp.com.au/federal-budget-2019/ Simon Clifford Troy McPhee Robert De Ceglie Tony Fox Siboney Corrales-Palacio

14.01.2022 Excited to be part of the Coleman Greig Challenge once again! Thanks for the mention Westmead Medical Research Foundation :)

14.01.2022 Its #JerseyDay at Adviser fp! Even though we are having a tough time deciding whos team is best, one thing we can all agree on is that Jersey Day is a great way to to get talking about Organ Donation #donatelife #makeitcount. For more information on Jersey Day click here: https://www.jerseyday.com.au

12.01.2022 As the holiday season is upon us, we find ourselves reflecting on the past year and those who have helped to shape our business. Its been quite a year for us and we hope that 2018 has been just as memorable for you, your colleagues and your loved ones. We look forward to working with you in the years to come. Wishing you all the joys of the season and happiness throughout the coming year from all of us at Adviser fp!... Simon Clifford Troy McPhee Robert De Ceglie Christian Renel Tony Fox

11.01.2022 There are a range of concessions available to Senior Australians. The type of concessions that apply will largely depend on your age, location and whether youre eligible for a pension from Centrelink, Department of Veterans Affairs (DVA) or are considered to be a self-funded retiree. Click here to see what you may be eligible for: http://www.adviserfp.com.au/concessions-helping-out-senior/ Simon Clifford Troy McPhee Robert De Ceglie Christian Renel

10.01.2022 Preparing your individual tax return can be quite involved. One area that can cause some confusion is the deductions section. Whether you prepare your individual tax return yourself or use a registered tax agent, read our latest article to find out why its important to get your deductions right, especially if youre claiming work-related expenses.... http://www.adviserfp.com.au/tax-time-and-deductions-work-r/ Simon Clifford Troy McPhee Robert De Ceglie Christian Renel Tony Fox

08.01.2022 The end of the financial year is nearly upon us. Where has the year gone? In this article, we discuss several end of financial year planning tips that you may wish to consider prior to 30 June they may help in terms of minimising your tax liabilities and making the most of the money you earn. http://www.adviserfp.com.au/eofy-planning-tips/ Simon Clifford Troy McPhee Robert De Ceglie Christian Renel Tony Fox

08.01.2022 For many of us, retirement age (and how we intend to fund our retirement lifestyle) is often guided by the rules relating to the accessibility of certain sources of income, for example, superannuation and the Age Pension. In this article, we discuss these rules in further detail. https://www.adviserfp.com.au/retirement-age-accessing-sour/ Simon Clifford Troy McPhee Robert De Ceglie Christian Renel Tony Fox

08.01.2022 Distractions are ever present in our daily lives. This is the last thing you need when trying to execute an effective wealth creation plan! Read our latest article "The personal finance roadmap and the age of distractions" tofind out how to stay on track towards acheieving your financial goals and objectives. http://www.adviserfp.com.au/the-personal-finance-roadmap-a/... Simon Clifford Troy McPhee Robert De Ceglie Christian Renel

07.01.2022 The federal election is done and dusted, and the Coalition Government has been given another three years in power. How will this outcome affect Australians finances? Read our latest article to find out about some of these policies, and who can or should take advantage of them. https://www.adviserfp.com.au/what-the-election-outcome-mea/... Simon Clifford Troy McPhee Robert De Ceglie Tony Fox Siboney Corrales-Palacio

07.01.2022 Taking a proactive approach to retirement planning means you can benefit from the power of compounding and give yourself flexibility if things change along the way. As such, we take a simplistic, but insightful look at four different scenarios and the impact of compounding. https://www.adviserfp.com.au/compounding-super-retirement-/ Simon Clifford Troy McPhee Robert De Ceglie Tony Fox Siboney Corrales-Palacio

06.01.2022 Before appointing an Executor in your Will, or agreeing to be an Executor of someone elses estate, it is important that you understand the implications of this decision and the roles and responsibilities that come with the title of Executor. Read our latest article "The Role Of An Executor" which is a great guide to some of the responsibilities that come with being appointed an Executor of an Estate. http://www.adviserfp.com.au/the-role-of-an-executor/

06.01.2022 Superannuation is a complex and ever-changing area. For this reason many people do not have an understanding of key superannuation principles and do not take an interest in their superannuation. If you want to learn more, have a look at our online module with plenty of information about the ins and outs of superannuation! https://adviserfp.financialknowledgecentre.com.au/module.ph... Simon Clifford Troy McPhee Robert De Ceglie Tony Fox Siboney Corrales-Palacio

05.01.2022 To reach the finish line of a marathon, you need preparation, flexibility and perseverance. In many ways, retirement planning is the same. In our latest article we consider some of the parallels between the two. https://www.adviserfp.com.au/running-the-retirement-planni/ Simon Clifford Troy McPhee Robert De Ceglie Christian Renel Tony Fox

05.01.2022 On Friday night we attended the Western Sydney Awards for Business Excellence. Even though we didnt come away with a win, just being nominated would not have been possible without the dedication and hard work of our talented staff as well as the ongoing support from our clients, many of which who have been with us from the start. Thankyou all! Simon Clifford Troy McPhee Robert De Ceglie Christian Renel Tony Fox

04.01.2022 Happy Fathers Day! Many of the best lessons about life and money come from our parents so in honour of Fathers Day, here are five money tips we should all teach our children: 1. Talk about where money comes from and how you earn it... 2. Explain the difference between needs and wants. 3. Dont mollycoddle your kids. 4. Show good financial practices. 5. Explain financial concepts to help kids learn basic life skills While you enjoy your breakfast in bed, why not take some time to read the Financial Planning Associations new eBook "How To Talk Money With Children" which is all about having sensible money conversations with your kids. https://www.financialprofessionals.com.au//MoneyChildren_e Simon Clifford Troy McPhee Christian Renel Robert De Ceglie Tony Fox

04.01.2022 Are you leaving an inheritance or a legacy? Well whats the difference? We explain it in this article. http://www.adviserfp.com.au/what-are-you-leaving-behind-an/

03.01.2022 Thinking about a move to aged care? Consider these 6 steps when planning for aged care. Our article outlines the main 6 steps for planning for aged care and how advice can help. https://www.adviserfp.com.au/6-steps-to-planning-for-aged-/... Simon Clifford Troy McPhee Robert De Ceglie Tony Fox Siboney Corrales-Palacio

03.01.2022 We are excited to announce that Adviser fp has been named an Excellence in Small Business finalist for the 2018 Western Sydney Awards for Business Excellence (WSABE), which will be held on 21 September at Rosehill Racecourse. The Excellence in Small Business award recognises a business, employing less than 20 full time staff that has attained significant growth and is able to demonstrate the specific strategies and processes implemented to achieve sustainable growth in the ...previous 24 months. All businesses across Western Sydney are eligible to enter and our chosen category was apparently one of the most hard fought with over 40 entries this year. Our vision has always been to enable our clients to achieve meaningful goals and create wonderful memories without the pressures associated with financial concern. One of the main reasons we are excited to be nominated is that it is validation of our differentiated approach to financial planning. Nominations like this are what make the hard work worth it, as we are evidently delivering on the promises we make to our clients through their financial planning journey. We send our congratulations to and are honoured to be amongst all the other finalists, including some of the biggest names in business in Western Sydney. It will definitely be an exciting night! http://www.wsabe.com.au/2018-finalists/ Simon Clifford Troy McPhee Robert De Ceglie Christian Renel

03.01.2022 According to recent research, approximately 45% of Australians pass away without a will, or intestate. In our latest article, "The pitfalls of DIY Will kits", we explore why DIY wills may not be the solution to your estate planning needs. http://www.adviserfp.com.au/the-pitfalls-of-diy-will-kits/

03.01.2022 Christmas is a time of giving and its very easy to overspend. Here are our tips to help reduce the new year debt headache or Christmas hangover! https://www.adviserfp.com.au/how-to-keep-your-holiday-spen/ Simon Clifford Troy McPhee Robert De Ceglie Christian Renel Tony Fox

02.01.2022 Are you likely to receive a tax refund this year? And if so, have you thought how you might spend it? Read our latest article to learn how to make the most of your tax refund. http://www.adviserfp.com.au/smart-things-to-do-with-your-t/... Simon Clifford Troy McPhee Robert De Ceglie Christian Renel Tony Fox

01.01.2022 On Tuesday night the Treasurer, Josh Frydenberg, delivered the Federal Budget for 2019. Here’s our summary of the announcements and what it could mean for you. #Budget2019 https://www.adviserfp.com.au/federal-budget-2019/ Simon Clifford Troy McPhee Robert De Ceglie Tony Fox Siboney Corrales-Palacio

01.01.2022 Depending on your personal circumstances, you may find that an investment bond forms a component of your overall investment portfolio. In this article, we take a look at what an investment bond is and some important considerations before investing in one. https://www.adviserfp.com.au/what-is-an-investment-insuran/ Simon Clifford Troy McPhee Robert De Ceglie Christian Renel Tony Fox