Autumn Financial in Mornington, Victoria | Financial planner

Autumn Financial

Locality: Mornington, Victoria

Phone: +61 3 8899 6200

Address: Unit 3, 27 Virginia Street 3931 Mornington, VIC, Australia

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

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24.01.2022 WOW - it really didn't take long for scammers to get organised. Attached is a detailed summary of recent scams reported to ASIC regarding Covid-19. Please share to reduce the impact on vulnerable or misinformed members of our community! As a general rule; if you are not sure of the legitimacy of a phone call, text message or email received - speak to someone you trust to help you!

24.01.2022 Diversification is an important component of a strong investment strategy which is important to help you make better and informed investment decisions over time. If you are unsure what investment assets and risks are held in your investment portfolio please speak with a Financial Adviser who specialises in this area.

23.01.2022 This pandemic has affected a lot of people in many ways, but our kids are really struggling! Staying positive about their future is difficult when they are so isolated from their school, friends and their sport. Whatever we can do to get their lives back to normal, as much as possible, needs to be our focus

22.01.2022 Discussing Wills and your Estate Plans is sometimes a difficult process and more often than not put in the too hard basket. Having a valid Will and superannuation beneficiaries can make sure your wishes are carried out. Considering a Power of Attorney to act on your behalf may help with important financial and medical decisions being made if you are unable to do so yourself.... Speak to your family or close friends about whats important to you and seek advice as to how to structure your Estate Planning.

22.01.2022 Our famous CWA of Victoria ANZAC biscuit recipe! Bake some ANZAC biscuits and use the hashtag #cwaofvicanzac to share your creations.

21.01.2022 A good & current snapshot of all the Economic Support responses available.

21.01.2022 Your financial wellbeing is important.

20.01.2022 The Value of quality Financial Advice is not just in the planning but it’s the ability to talk through your feelings about investments and market conditions before you make a decision - with someone you trust and who knows and understands you. https://www.moneymanagement.com.au//how-spooked-super-fund

20.01.2022 Something to keep in mind for the beginning of the new financial year

18.01.2022 Wishing everyone a wonderful Christmas and New Year season! Like everyone, we are looking forward to the end of 2020 and a better, safer & simpler 2021! Our office will be closed over this break from Friday 18th December 2020 until Wednesday 13th January 2021!

16.01.2022 It's tax time again and just a refresher for those that have holiday homes, particularly if these houses have been rented at any time during the year

15.01.2022 I am asked this question regularly! The answer is it depends on you! Starting with a ball park figure is a good way to plan for the future, and having a flexible retirement strategy that can change as you do is the key to ensuring you meet all those retirement goals! Planning early is good advice

14.01.2022 Financial stress is becoming more common with the uncertainty of pandemic restrictions & regular employment as well as many small business closures across the country while our costs of living continue to rise. Being financially aware of your circumstances, your capabilities & your limits may help you manage this stress and there are people who can help

11.01.2022 Good news for Retiree's and Pre-Retirees The temporary 50% reduction in minimum account based pension drawdowns has been extended for the 2021-2022 financial year giving more flexibility to drawing only the income you require at this time. If you are unsure what this means for you, please talk to your Adviser.

10.01.2022 I believe the power of social media in Australia has taken a step backwards today. As an Adviser, being able to share information quickly and informally, particularly news relating to legislation, investment markets and articles that may help prompt a review of your financial situation is really important

09.01.2022 Quite a lot of spending planned across the country. Keep in mind these still need to become legislated but some key areas to look into may be your tax position, your superannuation fund and small business opportunities!

06.01.2022 Some practical ways to help refocus on your superannuation savings

05.01.2022 A simple summary of some of the key budget proposals provided on Tuesday evening which are yet to be legislated. Interestingly the changes proposed regarding the Downsizer Contribution when selling your family home and may provide a great retirement opportunity to consider if eligible

05.01.2022 While confidence in our economy is growing, take some time to check in with your own finances, take stock of the impact the last 12 months have had and prepare a plan for the next 12 months! If you don't know where to start, talk to a professional adviser about how to plan for the future

03.01.2022 Wishing everyone a wonderful Christmas and New Year season! Like everyone, we are looking forward to the end of 2020 and a better, safer & simpler 2021! Our office will be closed over this break from Friday 18th December 2020 until Wednesday 13th January 2021!

02.01.2022 Understanding your Superannuation and Insurances is important to do and regular checks with your policy is important to ensure you are invested well, you are receiving correct contributions and maintaining appropriate insurances. As you get older each year you may find your level of insurance reduces and/or your premiums increase. Keep on track and if you are unsure speak with an Adviser who understands you and your policy!

01.01.2022 We are looking for an amazing Administrator to join our team!! If you know anyone looking for a new challenge please share