Ambleside Wealth Advisers in Warrnambool, Victoria | Financial planner

Ambleside Wealth Advisers

Locality: Warrnambool, Victoria

Phone: +61 3 5561 5180

Address: 192 Koroit Street 3280 Warrnambool, VIC, Australia

Website: http://www.ambleside.net.au

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25.01.2022 James caps off the week with an update on the coronavirus and the impact on the market. Have a safe and fun weekend, we will be back in the office from 8:45am next Tuesday. #marketupdate #happylongweekend

24.01.2022 COVID-19 has seen many of us make the switch from working in the office to working from home. The ATO has created a temporary simplified method for calculating working from home tax deductions to help ease the increase to home running costs. Caitlin discusses what you can claim and more, in her article below. https://www.ambleside.net.au/ambleside-tax-and-working-from

24.01.2022 Thanks to everyone who have already donated to our Christmas Toy Drive. A special thanks to the crew at the Warrnambool Fire Brigade for their donations - looks like we might need a bigger tree ha! We are so thankful for everyone’s generosity. Just a reminder we are still collecting gifts right up until Thursday 10th December.

23.01.2022 We have now closed our doors for the year and we will reopen on Monday 11th of January 2021. As we wrap up, we’d like to say farewell to Brooke, who is beginning a new chapter in her life of motherhood and we are pleased to welcome Ros to the team. We wish everyone a very Merry Christmas and a Happy New Year. :)

22.01.2022 Last week, we had the pleasure of trying delicious food and beverage with scenic views to celebrate the end of the year. We feel so fortunate that we can experience a range of local produce so close to home! With less tourists visiting the area at the moment, it's more important than ever to get out and support local. #timboon #portcampbell #12apostles #supportlocal #lovewhereyoulive

22.01.2022 If you want to repay your mortgage quickly and still have easy access to your additional repayments, an offset account may be worth using. For more information, check out the article below. #mortgage #budget #saving

22.01.2022 Day one of the #lesstalkmoreaction adviser conference in Melbourne. In Nicoles ventures she got to meet up with these legends in the finance industry! #lesstalkmoreaction #ltma #womeninbusiness #alwayslearning #bringon2020

21.01.2022 On this day each year, we are reminded to check in with our mates and ask if they are OK? In today's COVID-19 world, we’ve all been through a lot of setbacks and we’re sure most of you would be keen to see the back-end of 2020. This is why it’s so important to check-in with one another, whether it be a phone call, video chat or just a handwritten letter. Remind each other that yes times are tough now, but we WILL get through it together. ... #ruokday #checkonyourfriends #wewillgetthroughthis See more

21.01.2022 Here are some action shots of the team at the Warrnambool Lawn Tennis Bowls Club corporate cup last night. We still havent won a match yet, but theres always next week. As the old saying goes - it always seems impossible until its done (well, thats what we hope ha!). #lawnsbowls #corporatecup #keeponrollin

21.01.2022 Today the Reserve Bank of Australia has announced interest rates are staying on hold at a record low 0.25 per cent.

21.01.2022 The Aside team were at it again last night for the inaugural Warrnambool Lawn Tennis Bowls Club corporate cup. Big thanks to Marian and Rob for helping to organise the event each week. #asideavengers #lawnbowls #keeponrollin

20.01.2022 It's Financial Planning Week! This week, we will discuss topics related to the financial services industry to show you how we can help you achieve your finanical goals. All areas we discuss this week are of a general nature only and has not taken into account your objectives, financial situation and needs. ... Please give us a call if you would like to discuss any of our topics this week. #WFPD202 #FPWeek2020

19.01.2022 Wishing everyone a happy Australia Day! We will be back in the office on Tuesday. #happyaustraliaday #aussieaussieaussie

19.01.2022 The Reserve Bank of Australia met this afternoon for their regular monthly meeting and has kept interest rates on hold at a low 0.25 per cent, where it has stayed since late March.

18.01.2022 James, Caitlin and Nicole were in Melbourne today attending the Independent Financial Advisers Business Strategy day for 2020. Lots of new content, ideas, coffee and mentos were consumed and now its time to implement!! #ifaconference #strategy #planning #financialadvisers #2020

18.01.2022 Once again, thank you to everyone who donated to this year’s Christmas Toy Drive!

17.01.2022 Social distancing doesnt stop us from doing our morning quiz!

17.01.2022 Our office is closed today for the Melbourne Cup. We hope everyone enjoys the race and the sunshine, we will be back tomorrow from 8:45 am.

17.01.2022 To cap off financial planning week, Caitlin discusses Income Protection and COVID-19. #FPweek20 #WFPD2020 #FPWeek2020

16.01.2022 For the first time since 1931, there hasn’t been an increase in the Aged Pension payment, which is a reflection of the challenges the economy is currently facing. For a recap, see the rates per fortnight below: Age pension - $860.60 ... Member of a couple -$648.70 Pension supplement: Single - $69.60 Couple - $105 combined Energy supplement: Single - $14.10 Member of a couple -$10.60 The COVID-19 supplement for those on JobSeeker has now been reduced from $550 to $250 a fortnight and from Monday 28th September, recipients on JobKeeper will see their payment reduced from $1500 to $1200 a fortnight. Give our office a call on 5561 5180 if you have any questions.

15.01.2022 We are continuing to see a lot of confusion regarding the COVID-19 Government support packages. Our website contains up to date information on how the programs work and who can apply. Latest updates include: Jobkeeper payment for employees of $1,500 per fortnight ... Jobseeker partner income threshold lifted from $48,100 to $79,762 Victorian Government payroll tax refund Weve also added more frequently asked questions. Let us know if you have a question that needs answering. https://www.ambleside.net.au/covid-19-support

14.01.2022 Just a reminder, we are closed tomorrow for Australia Day. We will be back on Wednesday :)

14.01.2022 A big congratulations to Brooke and her partner Rick, who are welcoming their first baby in February 2021. What wonderful news, we are all excited for you both!

14.01.2022 Congratulations to James and Caitlin who this week passed their national financial adviser exam. As part of the changes from the Banking Royal Commission all advisers must complete this new test before 1st January 2021. So far around 27% of advisers in Australia have sat and passed the exam. Good luck to those who still have to sit, especially with the difficulties everyone is experiencing from COVID-19.

14.01.2022 Pre-COVID, we would be attending our Professional Development day in Melbourne, networking with hundreds of financial advisers across the state.Today, we are attending the event from the comfort of our homes. Even though we miss sharing ideas in a face to face matter,its great to see how technology can always work as a good Plan B!! #keepingpositive #technologyrules #neverstoplearning #MLC #professionldevelopment

13.01.2022 This week, James spoke to the Warrnambool Standard about the financial impact of the COVID-19 pandemic and the challenges people are facing.

13.01.2022 At Ambleside its business as usual for client meetings and processing financial transactions. Were focussed on the health of our clients and staff and as an initial step weve placed extra hand sanitisers throughout the office and were regularly disinfecting high touch surfaces. We will review this going forward and act on government health advice as its released. If you would like to get in contact with us but prefer not to come into the office, let us know and we can make other arrangements. Please contact us if you have any queries.

13.01.2022 Happy birthday to Nicole (and her twin sister Simone). Enjoy your day - even though youre spending it with Caitlin and James in Melbourne today. #birthdaygirl #HB

12.01.2022 OUR OFFICE IS CLOSED BUT WE ARE STILL OPEN! As a result of the COVID-19 pandemic our office is closed to client meetings. Ambleside staff are working from home and we will continue to provide our full range of services.... We are available at all times to talk over the phone, or by video chat. If you require forms to be dropped off or picked up we can also arrange to meet you at our office. Yesterday there were a number of government initiatives announced to support individuals and businesses. These include: -Two $750 payments to social security, income support recipients and eligible concession card holders - Early release of superannuation - Reduction of superannuation minimum drawdown rates - Reduction of social security deeming rates - Cashflow support to small business We will provide you with further details on these announcements over the coming days. Please call us on 03 5551 5180 if you have any queries, or email [email protected] Again, we wish the best to your family and friends during this difficult time. - James and the Ambleside team.

11.01.2022 The 2020-21 budget was announced last night, with it's focus firmly on supporting Australia's recovery from the first recession since 1991. James takes us through the budget highlights in today's video. For more details on the federal budget announcements, check out our analysis. https://bit.ly/3nm7sFA #WFPD2020 #FPWeek2020

11.01.2022 There has been a lot of media coverage around the coronavirus impact on the global health and the economy, which may have left you feeling inundated with information overload. James has written a short article to give you a clearer understanding on how the coronavirus is affecting the global financial markets. Please contact us if you would like to discuss your situation and we will continue to provide you with further reports as information comes to hand.

11.01.2022 Happy International Womens Day to Katherine, Rian, Caitlin, Brooke and Nicole! #IWD2020

11.01.2022 Today, James discusses the current economic conditions and what could be expected for tonight's budget. #FPWeek2020 #WFPD2020

10.01.2022 Blood, sweat and nearly tears after that workout! Thanks to @lyndosboxing for running a tough session this morning #asideavengers #keepongrinding

10.01.2022 On Friday the Australian Government released the details of their $17.6bn stimulus package. Included in the package is a one off $750 payment to Centrelink payment recipients. This includes people who receive the age pension, disability pension, Newstart, the Commonwealth Seniors Health card, plus a number of other payments. No action is required, this will be automatically paid in early April. Other payments relate to an increase to the instant asset write off and up to $25...,000 cash flow support for small and medium businesses. Please follow the link below to our website for more information.

10.01.2022 Thanks to everyone who entered our Easter Egg competition. Congratulations to Rebecca Wilkinson-ODonnell who guessed 79 as the correct number of eggs. Well send you an inbox to arrange the drop off. We wish everyone a happy Easter long weekend. Even though we cant spend the long weekend out and about, take this time to get those extra jobs done around the house, get the jigsaw puzzle out or have your own Easter egg hunt at home. Most importantly, stay healthy and safe!

10.01.2022 - A message from James. As news of the COVID-19 develops we are continuing to take strict precautions and ensure we do our part to protect you and our staffs health. Our office is open and we are holding meetings. Please let us know if you would like to make alternative arrangements such as deferring meetings until later in the year, meeting on the phone or meeting via video conferencing. Our staff and systems are setup to work from home and we are ready to make this move if... required. We have made several changes to our office to ensure we comply with government requirements: 1. Our waiting room is closed and we will ask you to go straight to the meeting room on arrival. 2. We will ask you to apply hand sanitiser on arrival. 3. We will not shake your hand (that one has been hard!) and we will maintain the 1.5m spacing. 4. Wherever possible we will use only one meeting room in the office, and this room will be disinfected after each meeting. This includes tables, light switches, door handles, pens and computer equipment. 5. This afternoon the Prime Minister announced further restrictions on non-essential gatherings, including a limit of one person per four square meetings. Our office meets these requirements and we will advise you prior to the meeting if we have to limit numbers. 6. We ask that if you are feeling unwell you do not come into the office. I will continue to provide updates on the domestic and global markets as this pandemic evolves. Should you have any concerns, or youd like to have a chat, please get in contact with either myself or Caitlin. We wish the best to your family and friends during this difficult time.

09.01.2022 Today we launched a COVID-19 Support page on our website, which has what you need to know on the many and varied government support packages. We recognise policies are changing quickly and organisations like Centrelink and the ATO are making up processes on the fly so we will update this webpage as information comes to hand. It includes easy to understand explanations and instructions on how to apply. Also included is a FAQ section where you can ask questions and get the answers you need. Check out our COVID-19 Support page below.

08.01.2022 Happy Mothers Day to all the mums out there, we cant thank you enough for all that you do for us. Xx

08.01.2022 The COVID-19 crisis and recent government policy to allow people to withdraw up to $20,000 from superannuation has highlighted issues with superannuation funds that hold high proportions of unlisted assets, James discusses this in further in his article below.

08.01.2022 Telstra are giving personal and small business customers additional data. To access this, simply go into your Telstra app on your phone and click the COVID-19 banner and follow the prompts. Telstra are also offering unlimited standard home phone calls for pensioners, as part of their response to Coronavirus (COVID-19).

08.01.2022 Happy birthday Rian! Its a bummer that we cant see you in person to celebrate, but at least we had cake with you last week just before we started working from home.

08.01.2022 Our annual Easter Egg competition is back and this year we are running a guess how many eggs in the jar competition. Share this post on Facebook and/or Instagram Enter your guess into the comments... Whoever can guess the correct or closest number, takes home the entire jar! Winner will be announced on Thursday 9th April. We will organise for the prize to be dropped off at the lucky winners desired location, within a 20km radius of Warrnambool. Happy guessing! P.S. Gloves were worn when filling up the chocolate goodies :)

07.01.2022 This year we are pleased once again to be holding our Christmas Toy Drive. We will be collecting toys up until the 10th of December and donating these to Brophy Family and Youth Services. If you’d like further information, give Brooke a call on 5561 5280. #christmastoydrive #givingback #warrnambool #3280

04.01.2022 Throwback to last Friday night, where we enjoyed our first team dinner for the year at @hotelwarrnambool. Thanks for having us the food and service was amazing! #supportlocal #eatlocal ##warrnambool ##warrnambool3280

03.01.2022 We continue to see further changes to COVID-19 Government support packages and have updated our website with the latest information. In particular, weve added details on the Jobkeeper payment, which includes who is eligible and how to apply. The ATO is now taking applications for early withdrawal of superannuation. While this can be an important payment for people to survive during this difficult time we encourage you to consider the longer term implications of accessing you...r superannuation. A small withdrawal now can have a big impact when you retire. A 27 year old withdrawing $10,000 of super now could have seen this grow to be worth $102,857 at retirement. The impact on other ages is shown below and more information can be found at https://www.vanguardinvestments.com.au//withdrawals-add-up If you have any questions please contact the office on 03 5561 5180 or [email protected]

03.01.2022 If you were adversely financially affected by COVID-19 and had to access your superannuation early, there are ways you can contribute those funds back into your super, which Caitlin discusses in today's video. #WFPD2020 #FPWeek2020

03.01.2022 On Melbourne Cup Tuesday this week the RBA cut interest rates from the historic low of 0.25% to the new historic low of 0.1%. Along with this change, they commenced ‘quantitative easing’, which is a rather abstract term but with big consequences. The RBA has committed to buying $100 billion of government bonds from the banks over the next six months, which will give the banks more money and hopefully further lower the cost of borrowing. We have been watching the responses fro...m the big banks. Most have already reduced their fixed rates, but standard variable rates have been left untouched. As always it is important to check with your bank you are getting the best deal, and be prepared to shop around. #lowerinterestrates #shoparound

02.01.2022 Our office continues to remain closed, but we are still open! As stage 3 of Covid restrictions kick off tonight, wed like to remind clients that we will continue to provide our full range of services remotely. We are available at all times to talk over the phone, or by video chat. If you require forms to be dropped off or picked up we can also arrange to meet you at our office. Please call us on 03 5551 5180 if you have any queries, or email [email protected] Keep safe... and healthy during these uncertain times. - James and the Ambleside team.

02.01.2022 Happy birthday to you Brooke for last Thursday. Who said you cant have a week long celebration for your special day anyway?! #throwbackthursday #birthdaygirl

02.01.2022 On this day each year, we are reminded to check in with our mates and ask if they are OK? In todays COVID-19 world, weve all been through a lot of setbacks and were sure most of you would be keen to see the back-end of 2020. This is why its so important to check-in with one another, whether it be a phone call, video chat or just a handwritten letter. Remind each other that yes times are tough now, but we WILL get through it together. ... #ruokday #checkonyourfriends #wewillgetthroughthis See more

01.01.2022 We are proud to be a major sponsor of the Walking Off The War Within event being held on 22nd March at Lake Pertobe. The challenge will be to complete the ultimate 20km with 20kg or walk any distance you can with or without a pack. The aim of this event is to raise awareness to help fight depression, post-traumatic stress disorder and to shake off the stigma associated with mental health. To register, please follow the link below: https://walkoffww.com/warrnambool-2020/

01.01.2022 We are looking for a motivated and passionate Administration Officer to join our team on a full-time basis. The role will consist of office administration tasks, support to the office manager and support to the client services manager. For more information follow the link below: https://www.ambleside.net.au/wearehiring

01.01.2022 Well done to Josh and Caitlin at the Timboon Distillery, such a brilliant collaboration.