Amplify Wealth in Caringbah, New South Wales, Australia | Financial planner

Amplify Wealth

Locality: Caringbah, New South Wales, Australia

Phone: +61 1300 318 681

Address: 3/155 Denman Ave 2229 Caringbah, NSW, Australia

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

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25.01.2022 We've been talking about smart steps to reduce your debt by retirement in our latest newsletter and blog articles. Step 1 is essential. Focus on your debts. Pay attention to your debts regularly, run calculations on a home loan repayment calculator (all the banks have these as well as the government’s Money Smart website). Look at whether you can afford to make extra repayments and set this up as an automatic process so that it happens consistently. If you receive a tax return, bonus or windfall, pay this onto your loan. Shop around for providers with low-interest rates and no annual fees. Find out more on our website under the blog menu.

25.01.2022 When can I retire? How much will I need to fund my chosen lifestyle? These are the big questions people ask. We can help you plan your income and assets in retirement to provide for the lifestyle you want. Whether you plan to retire in a few years or in decades, taking action now will bring you peace of mind, clarity and potentially a larger nest egg. Get in touch if you are ready to discuss and plan your goals for retirement https://www.amplifywealth.com.au/

25.01.2022 Helping Family: Families are unique and varied and we can help in a number of ways, the most common are: Personal insurance if something unexpected happened to you, do you want your family to be able to maintain their home/lifestyle? Some clients also choose to pay for trauma policies for their adult kids that way, if something happened to their children’s health, they know that this policy could provide the financial assistance that they may not be able to afford (or that ...would jeopardise their retirement savings). Most family members would do anything to help their loved ones but this can create pressure when affordability is an issue. Education funding private schooling or tertiary education is expensive, planning and funding this can be done in a number of ways to suit you. Intergenerational wealth transfer baby boomers have created enormous wealth in Australia and some of the common concerns we hear are: I don’t want them to get a large amount and just blow it They don’t know how to manage money and won’t know how to make it last I want this wealth to create a legacy for my grandchildren, how do I protect that? By discussing your goals with us, we can help structure your wealth (together with your estate planning specialist) to meet your goals. We also love to work with your adult children in guiding them to make smart decisions with their money and in turn, gain experience in managing wealth over time. Get in touch to discuss how we can help you. 1300 318 681

22.01.2022 We will remember them.

21.01.2022 The coronavirus pandemic has led to declines in investment markets around the world. For many of us that is reflected in our super balance but did you know that many super strategies depend on your total super balance at 30 June of the preceding financial year? Now we know that no one likes to see their account balance has dropped but for some of you this could provide new opportunities for the 2020/21 financial year. We've compiled the reasons why things might not be so bad in our latest article. https://www.amplifywealth.com.au//super-balance-down-might

20.01.2022 Public Service Announcement: in preparation for spring arriving soon.

19.01.2022 If you can’t answer this question, it’s time to get a plan. It’s never too late or too early to seek advice however the sooner you make informed financial decisions, the sooner you will be on the path to achieving your success! Get in touch for a complimentary discussion about your situation. ... #amplifywealth #retireright #wealthcreation #superannuation #retirmentplan #financialplan #2020goals #sutherlandshirebusiness

19.01.2022 NEW BLOG! The Top 3 Priorities of Almost Everyone When we discuss goals and objectives the top three priorities we hear time and time again are: My Family My Health My Wealth ... But, did you know that we can actually help with all 3? Visit our website to find out how in our latest article. https://www.amplifywealth.com.au//top-3-priorities-of-almo See more

15.01.2022 So this is a weird & wonderful fact that we're guessing many would like to know how it's actually possible.

15.01.2022 Q: How much should I have in an emergency/buffer account? A: You should aim to have at least 3-12 months vital expenses (rent/mortgage, food, essential bills) put aside for a rainy day. If you lose your job, you know you can survive for 3-12 months. Given the current economic and job concerns, this is really important and gives you time to consider your options.

14.01.2022 Our very own Financial Adviser, Tanya Carlson chats to Nathan Smith from Birdie Wealth about when the right time is to visit a financial planner, why people might be turned off the industry and what is High Heels and Dollar Bills on the For the Shire, Buy the Shire podcast. Episode: Doing Financial Advice Differently Available to listen now: Spotify: spoti.fi/2FygwWG

12.01.2022 Q: How much should I have in an emergency/buffer account? A: You should aim to have at least 3-12 months vital expenses (rent/mortgage, food, essential bills) put aside for a rainy day. If you lose your job, you know you can survive for 3-12 months. Given the current economic and job concerns, this is really important and gives you time to consider your options.

12.01.2022 The 'need to know' info this week.

11.01.2022 Q&A from a recent Starting Out and Starting Over webinar Tanya spoke at. Q When should one consider salary sacrifice to super? A The answer is ...it depends I know not much info there but this is because it depends on a number of things, such as your income, surplus cashflow and competing strategies like repaying a mortgage, your life stage etc. What you should know is that women retire with half the super balance of men so it’s likely salary sacrifice will be important at some stage. When in doubt seek advice. ~ Tanya

08.01.2022 Love is in the air! Happy Valentines Day. Remember, spending time together is the greatest gift of all!

08.01.2022 Do your Top 3 Priorities align with (almost) everyone we work with at Amplify Wealth?

07.01.2022 Real financial planning requires a genuine written financial plan Many studies have shown over the years that you are nearly 50% per cent more likely to achieve your goals if you write them down. In real financial planning, having a written plan is the cornerstone of the entire process. A good way of looking at a written financial plan is that it is similar to developing a business plan. You wouldn’t start a new business without first doing a deep dive into how you’re going to grow that business and what steps you’re going to need to take to make it happen. It’s exactly the same when planning how you’re going to build your retirement.

07.01.2022 BUT! This doesn't mean you need to give up. READ on for a more mindful and realistic way to work towards your 2021 goals. After the year that was 2020, we are all a little wiser at adapting (or pivoting as they said in 2020) and with that in mind, Tanya our Financial Adviser at Amplify, suggests that 2021 is more about setting new intentions. "Intentions are a softer, more flexible way to set goals. They allow for adjustments and even failures, with intentions you can jus...t pick yourself up and carry on again when you are ready." Follow this link to find out more on our website https://bit.ly/3aEgQQv

06.01.2022 Helping Wealth this word has a different meaning for everyone. We define wealth as having enough nest-egg assets accumulated that can fund your desired lifestyle. If you do not have any assets that pay you a passive income stream, then you are going to have to work forever. Not a popular choice!! Depending on your life stage and age you can start small or large but there is the magic word START!

06.01.2022 Today we've been inspired by the powerful message of the R U OK movement. We can all make a difference in the lives of those who might be struggling by having regular, meaningful conversations about life 's ups and downs. We are grateful for the supportive culture of our team and colleagues and pledge to listen more and watch for the signs that someone in our circle may need some help. #ruok #ruokday #amplifywealth

04.01.2022 How romantic. One of the latest weird and wonderful facts from our regular newsletter. The more you know!

02.01.2022 A #weirdandwonderful fact for your Friday evening. If you subscribe to the Amplify Wealth newsletter you'll be familiar with our weird and wonderful facts. If you don't and would like to be in on the action, head to the contact page of our website and submit your details and request to be added to the list.

01.01.2022 Did you know you are working with an expert? Tanya holds a Master of Financial Planning and has more than 10 years of experience as a Financial Adviser. Amplify clients love working with Tanya due to her warm and caring nature and her knack for making complex financial matters easily understood. Get in touch to find out more about how Tanya can support your financial goals.