Assure Wealth in Sydney, Australia | Financial planner

Assure Wealth

Locality: Sydney, Australia

Phone: +61 1300 798 038

Address: Level 5, 20 Bond Street 2000 Sydney, NSW, Australia

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

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• Investing service
• Financial planner

25.01.2022 Some people still think you need to be old and rich to seek advice from a Financial Planner. This couldn't be further from the truth. In this article, I explain the type of work that we do for people in their 30s and 40s, plus the benefits they gain from this advice. In summary:... We help you get your financial house in order, to help maximise the chance of achieving your financial goals faster, easier, and with more certainty than you could achieve yourself.

25.01.2022 So much has happened over the past couple of months since the coronavirus (COVID-19) turned the economy and our lives upside down. It’s easy to forget that the end of the financial year is just around the corner. Your super is always something you should consider around tax time because it’s a very tax-effective investment vehicle. Here’s our top superannuation tips that you should consider before June 30.

24.01.2022 I feel very confident having an expert of the calibre of Miles Collins managing our client's money from 2021. Previously, Miles worked with some of Australia's wealthiest individuals and families through his role with the Myer Family Office, before managing the endowment fund for Sydney Uni. Our client's will now have access to a level of investment expertise and experience that in the past was restricted only to the ultra wealthy.

22.01.2022 As we approach 30 June 2020, here are our end of Financial Year planning tips to get your financial house in order.

21.01.2022 Renowned scientist Albert Einstein famously described compound interest as the eighth wonder of the world. Which is where starting out early really comes into play. By following a strategy of reinvesting investment distributions such as dividends, and by making additional contributions over a long period of time, the combination of market growth and compounding returns will likely deliver strong results.

18.01.2022 4 tips to take control of your money by tracking your spending.

17.01.2022 "How much superannuation do I need to retire?" This has to be one of the most common questions I am asked as a Financial Adviser. Some people want you to believe that you need millions in super, where one of the most famous personal finance books in Australia quotes the figure of $250,000 for a couple (which I completely disagree with). ... The answer, like most things in life is 'it depends'. This article covers the topics you need to consider.

16.01.2022 During these uncertain times, you might be nervous about your superannuation and investments. It’s important to consider your long-term goals and make well-informed decisions. Here are some steps to take with your super or investments in shares to ride out ups and downs in the investment markets.

16.01.2022 Only 20% of Australian’s have seen a Financial Planner before. That means the vast majority of Australian’s have never seen a Financial Planner and the two questions on top of their mind are What does a Financial Planner do? How can a Financial Planner help me if I'm in my 30's or 40's?... "Do I need to have lots of money to invest?" Let’s look at some of the ways a Financial Planner is able to help you and your family.

14.01.2022 "Rule No. 1 is never lose money. Rule No. 2 is never forget Rule No. 1." - Warren Buffett When you reach your 40s, the focus shifts to putting together the building blocks to create financial freedom in your later years. You are expected to make sound financial decisions and be right on track to achieve your goals. ... However, this is not always the case. This article lists the top 12 financial mistakes to avoid in your 40's

10.01.2022 Small decisions in superannuation can have big long-term impacts. Choosing which fund to hitch your retirement savings wagon to is one of those decisions. Choosing to consolidate your multiple superannuation accounts into one is another.

10.01.2022 If you’re employed, your employer should be paying a percentage of your earnings into your super account. It’s worth checking to make sure you’re being paid the right amount. If you can afford it, making extra contributions is a great way to boost your retirement savings.

05.01.2022 A new Financial Year brings a fresh start. One area to considering is making a fresh start with, is your very own Self Managed Superannuation Fund. If you're not happy with your current superannuation fund, there are a number of benefits available with a Self Managed Superannuation Fund (SMSF) that aren't available with an industry or retail fund.... This article breaks down the 9 benefits of a SMSF.

03.01.2022 Planning is the key to successful investing. Creating a plan will help you find investments that fit your investing time frame and risk tolerance, to help you reach your financial goals sooner.

01.01.2022 With banks now cutting their dividends, this reporting season may see more of the same from other listed companies as their economic model is affected by COVID.