AWT Financial Services in Joondalup | Finance

AWT Financial Services

Locality: Joondalup

Phone: +61 8 9303 8900

Address: L2, 52 Davidson Terrace 6027 Joondalup, WA, Australia

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

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25.01.2022 Some ideas how to budget for your social life when you no longer earn an income. #retirementisfun #howtoretirecomfortably https://awtfinancial.com.au/how-to-budget-for-your-social-/

22.01.2022 Congratulations to Suzette from Royal Flying Doctor Service of Australia for winning our competition on day 1 of the Dowerin GWN7 Machinery Field Days! Drop by our stall today to spin the wheel and roll the dice for your chance to win $100 and a piggy bank or drop in your business card to win $50 in the lucky dip! AWT Accountants

22.01.2022 How seriously have you planned your retirement? We have one appointments available this Wednesday the 28th of October in Karratha if you wish to explore if you are on track: 2:30pm 3:30pm... Call us on (08) 9303 8900 and speak to Phil or send us a message for an appointment.. In a few years you may be 60 and considering slowing down and then retire at age 63. Just think back to the last five to eight years and how they have gone in the blink of an eye. The coming years approaching your retirement will probably be the same. How much will you need in investments and/or superannuation to be able to retire comfortably! https://awtfinancial.com.au/superannuation-101-your-guide-/

20.01.2022 February newsletter now available...happy reading! https://www.awtfinancial.com.au//newsletter-february-2018.

19.01.2022 Interesting article for those approaching retirement and some considerations. People need: - to be kept busy or have social inclusion - a desire to feel appreciated ... - intellectual stimulation Make sure you have considered all these before you hang up the pen or the hammer or the boots! https://www.abc.net.au//people-who-retire-and-th/12021730

16.01.2022 A good summary of the announcements of the Reserve Bank of Australia - RBA earlier this week.

16.01.2022 Some interesting thoughts about a post-pandemic new normal: 1. Capitalism will continue, but not as we know it 2. It's what you do, not where you do it 3. Cybersecurity takes centre stage... 4. A new era of hyper-collaboration 5. A multipolar future for Asia 6. Adaptability beats efficiency 7. Empathy trumps ego https://www.intheblack.com//7-predictions-for-new-normal-p

13.01.2022 'Confirmation Bias' - only looking at evidence that confirms your beliefs. Cambridge Dictionary This is a very interesting concept and very pertinent with social media postings / news around the current Covid-19 situation. People look for information that affirms what they are already thinking.... It is very important to read widely.

13.01.2022 The value of sound financial advice in these challenging times!

11.01.2022 A funny and interesting read about birthdays in Australia from the Australian Bureau of Statistics. 17 September is the most popular birthday for children born between 2007 and 2016; Christmas day is the most unique. http://www.abc.net.au//australias-most-and-least-p/9241978

11.01.2022 Phil had a couple of visitors outside his office window this morning...

08.01.2022 How seriously have you planned your retirement? In a few years you may be 60 and considering slowing down and then retire at age 63. Just think back to the last five to eight years and how they have gone in the blink of an eye. The coming years approaching your retirement will probably be the same.... How much will you need in investments and/or superannuation to be able to retire comfortably! Do you live in #Karratha and want to know more about the above? We have two appointments available next Wednesday the 28th of October in Karratha: 10:30am 11:30am 2:30pm 3:30pm Call us on (08) 9303 8900 and speak to Phil or send us a message for an appointment..

08.01.2022 1. dream BIG 2. set goals 3. take action

08.01.2022 A new calendar year is always associate with new resolutions. After a few weeks, they fade away and we are back to where we were before. Small changes can make a big difference to finances. Change one thing you regularly do and you will save money: + Go two days a week without buying a coffee ... (save $500 per year) + Bring lunch from home two days per week (save $1,000 per year) + Put $20 into a piggy bank every week and have $1,000 at the end of the year to buy Christmas presents + Review your general insurances (car, building, home content, private health) Contact us to make an appointment with a financial adviser to find out about other ways to improve your financial situation.

07.01.2022 A fabulous interview with former test player and current coach of the Australian cricket team Justin Langer! What an inspiring leader... https://www.abc.net.au//one-plus-one:-justin-lan/12151880

07.01.2022 The City of Joondalup is holding a Wellbeing Day Strengthening our Community on Friday 16 October at Joondalup Library from 10.00am till 1.00pm. https://events.joondalup.wa.gov.au/eve/event-registration/ City of Joondalup

06.01.2022 Phil had the privilege of attending the RAC WA Sports Star Awards at the Optus Stadium last night. These awards recognise sporting stars, volunteers and coaches for their achievements in 2017. It was a fantastic night to celebrate sports in our State that plays such an important role as a social asset. Congratulations to soccer player Samantha Kerr for winning the 2017 award as Sport Star of the year. Phil is pictured here with Little Athletics WA Chairperson Teresa Blackman and CEO Vince Del Prete.

06.01.2022 A very interesting article about the risks of investing and to ensure you are comfortable with the risks you take on...! 'A key tenet of investing is to choose investments that match your tolerance for risk or, more accurately, your tolerance for seeing your investment go backwards.' https://www.abc.net.au//superannuation-during-co/12273076

06.01.2022 If you are approaching retirement, discussing your plans with a licensed financial adviser will be of great benefit. #retirement #happylife #comfortable AWT Accountants

04.01.2022 Premier Mark McGowan officially opened the extension to the HBF Arena club rooms of the Joondalup Sports Club on Saturday. Phil, in his capacity as Board Member of the Joondalup Sports Club, was able to thank the Premier and the two Members of Parliament (Emily Hamilton MLA and Mark Folkard MLA) who were behind the funding for the extension, on behalf of the over 2,000 sporting participants of the involved clubs, Joondalup Netball Association, Joondalup Brothers RUFC, Joondalup Little Athletics Centre, Joondalup Lakers Hockey Club and Team XTR.

03.01.2022 Some tips and traps around password security. https://www.intheblack.com//everything-about-passwords-is-

03.01.2022 Wishing all our clients, friends and followers and their families a wonderful festive season. Have fun and stay safe

02.01.2022 Our end of year newsletter.

01.01.2022 Are you not sure why you should have a Will or want to know more about the various Power of Attorney types? Check out our Estate Planning Guide, it has easy to understand explanations. https://awtfinancial.com.au//Estate-Planning-Guide-Philipp

01.01.2022 We are very happy to announce that as of the 30th of November, we have joined Dover Financial Advisers who are now our AFSL holder. It is still the same team at AWT who will be looking after your financial needs. With this, we also introduce our new interactive website:... www.awtfinancial.com.au