Agile Wealth Solutions in Point Cook, Victoria | Accountant

Agile Wealth Solutions

Locality: Point Cook, Victoria

Address: 18 Fairbridge road 3030 Point Cook, VIC, Australia

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

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• Accountant
• Financial service
• Financial planner

22.01.2022 I was sent this by a friend..... I think it should go global and become the 2020 Christmas Number 1..... tissues required Memories - Single by One Voice Children's Choir https://music.apple.com/gb/album/memories-single/1515467688

19.01.2022 Accounting Services * Financial accounts preparation tax planning * Income tax returns preparation and lodgement * Bookkeeping We have offices in Clyde North, Reservoir, Caroline Springs and Point Cook, happy to meet online Zoom etc.

18.01.2022 RETIREMENT PLANNING: There are 5 steps to get you started at any time (except on Grand Final Day) 1. Measure your current position2. Clarify your issues and goals3. Convert your goals into a plan4. Convert this plan into achievable steps5. Stay positive!... contact us 1300 688 211 www.agilefs.com.au

17.01.2022 We are in Point Cook, Reservoir, Caroline Springs and Clyde North

15.01.2022 Agile Wealth Solutions as local business who cares deeply for our clients, business partners and employees alike, we have carefully considering everything we ca...n do to help with current situation. The COVID-19 situation is forcing everyone to consider how they do business and Agile Wealth Solutions is here to make "Business as usual" as best as possible to mitigate the impact it will have on not only your business but ours too. We are open and fully operational. We are very fortunate in the fact that the majority of our business is conducted online or over the phone. you can call us on our mobile or 1300 688 211 Team members numbers as follow: Alaa Al-Ahmad (Accountant) 0416 250 489 Waqas Ahmad (Accountant) 0420 388 354 Qadeer Ahmad (Financial Adviser) 0431 396 854 Swapnil Bhatt (Accountant) 0431 425 694 Gurdeep Kumar (Financial Adviser) 0435 393 623 We Thank all our clients for their continued support

14.01.2022 Have you checked in with your friends today? It is a Suicide Prevention chat. Not just today start asking your friends and beloved about it daily ... you never... know, what is happening at other end. Be kind and be responsible.

14.01.2022 Financial Planning is not a mere investment strategy that guides you on how to manage your finances, in fact, it is the process in which the financial adviser provides the guidance, which is filtered through legislation and polished skills. So you can achieve your financial freedom which works for your lifestyle.

11.01.2022 Preparing for retirement in turbulent times As most long-term investors know, investment markets have their ups and downs. The downs are usually associated with periods of uncertainty, perhaps due to political or economic factors, or even natural disasters. Uncertainty leads to volatility more extreme movements in asset prices which can have a big impact on portfolio values. This can be of particular concern if you are close to retirement and preparing for your last payda...Continue reading

10.01.2022 Stimulus relief package and what this could mean for you. A number of measures have been announced to support Australian Economy in response to the Corona-virus. 1. Accessing superannuation 2. Income stream payments 3. Social Security payments ... 4. Age care bonds and more We can help you with your questions

08.01.2022 Did you Know that 45% of Australian right now do not feel confident about retiring? here are three simple strategies to help build your retirement savings Here are three simple strategies to consider to rebuild your retirement savings: 1. Know what you need to retire comfortably. As your adviser, we work with you to ascertain what you need to live the life that you want to live in retirement. 2. Contribute a little and often to your super. ... Small top-ups can make a huge difference when you retire. If you can afford to, put a little of your tax return away. Or if there is a little extra leftover at the end of the month contribute a small amount to your fund. 3. Check if you are eligible for government support. Including the lower income tax offset. If your financial circumstances have changed recently, you might now qualify whereas you did not a few months ago Most importantly, please contact the office if you would like to further discuss either your retirement objectives or even to discuss how best to manage your financial well being. See more

05.01.2022 Thinking about refinancing your home loan... happy to help, plz call us. The Reserve Bank of Australia (RBA) reached their decision, in accordance with overwhelming expectation, to hold the cash rate, at the historic low of 0.25% for the month of May. The decision comes in accompaniment with new figures from the Australian Bureau of Statistics (ABS), showing nearly 1 million Australians lost their job between mid-March and mid-April, 2020.... According to Chief Economist, Shane Oliver (AMP Capital) "The cash rate is as low as it's going to go, and the next move in rates will be up but it's at least three years away, probably more. Elaborating, Mr. Oliver stated that, based on the experience of other countries, there is no value in taking rates negative". RBA governor Philip Lowe said that despite global financial markets operating more efficiently than they were at the peak of the crisis, Australia is currently going through a very difficult period. Mr. Lowe also warned that even in the RBA’s baseline scenario, both unemployment and productivity is set to fall by 10 per cent.

05.01.2022 SELF MANAGED SUPER FUND: Establish your own investment strategy and directly control where and how your super is invested. Select from a wider range of investments including shares, residential and business property, and collectables such as artwork, stamps and coins. contact us 1300 688 211... www.agilefs.com.au See more

03.01.2022 5 tips for taking control of your finances We have been incredibly busy over the past few months. The rate of disruption since mid-March has been overwhelming for many of our clients. With the continuing threat of the virus, we have all been navigating considerable change and upheaval. Never before has it been so important that we focus on the things that we can control. It is time to take stock of your financial situation and look at proactive ways to manage this uncertain...ty. As your financial adviser, we will continue to work with you to ensure that you make smart decisions with your money and provide you with the peace of mind that comes from having an expert on your side. Here are 5 easy tips to take control of your finances: 1. Budgetthe "dirty" word. There has never been a more important time to become more aware of your finances. This doesn't mean you have to manage a massive spreadsheet with every expense. However, it does mean being more aware of how you can curb spending that is putting your financial well-being at risk. 2. If there is assistance, take it. Take stock of your current fixed expenses and see if there are opportunities to lighten the load. Many utilities, insurance, and other financial service providers are offering various levels of Covid-19 relief. 3. Consider doing your tax return ASAP! Where your income was affected at the end of the 2019/20 financial year, you may find that you are entitled to a larger tax return than you would ordinarily receive. It is well worth discussing with your tax agent. 4. Review your debt. Not all debt is equal. Spend the time to look at your current credit card, buy now-pay later, mortgage and other debt. Which has the lowest interest rate? Is it possible to roll debt into this lower interest facility? 5. Superannuation withdrawals and mortgage pauses should be a last resort. Of course, the ability to access up to $20,000 of your superannuation in this and last financial year, could potentially be the lifeline that helps you to survive the next few months. However, early super withdrawal will have a long-term impact on your retirement savings. A $20,000 superannuation withdrawal could mean the difference of $55,603 at retirement for a 40-year-old with an $80,000 balance* Putting your mortgage on hold could take the pressure off for a short period of time. Please be aware that your interest will continue to accrue during this period, and once you re-start your mortgage, your repayments will be increased to reflect these continued interest charges. Some banks are offering to extend the loan period. We are here for you. We are currently meeting with our clients virtually. If you would like to book in a time to discuss how you can take control of your finances, or simply for a review of your personal situation, please contact us here/ book an appointment here.

02.01.2022 In reality, a high proportion of investors establishing SMSFs are middle-aged or younger. And it seems that the average age of new SMSF members is getting younger. The tax office’s latest quarterly SMSF report shows that more than 15 per cent of investors who established SMSFs in the March quarter of 2019 were aged under 34, while a third were aged 35-44. Indeed, 35-44 is the peak age group, by far, for establishing a self-managed fund.... Further, 80 per cent of investors who established SMSFs in the latest March quarter were under 54. And the 2019 Vanguard/Investment Trends SMSF Report notes that SMSFs are being established at lower average ages in recent years. Other tax office statistics indicate that the age range of SMSF members no matter whether the funds have existed for many years or setup in recent months is widely distributed. At June 2018, 65 per cent of SMSF members were under 65. contact us now 1300 688 211 www.agilefs.com.au

01.01.2022 Is this time to reassess your life insurance? Agile Wealth Solutions is happy to help.