Barry Wilkinson in Milton | Financial planner

Barry Wilkinson

Locality: Milton

Phone: +61 438 011 967

Address: Suite 4B, 19 Lang Parade 4064 Milton, QLD, Australia

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

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• Financial service
• Mortgage brokers
• Financial planner
• Bank

24.01.2022 You’ve probably seen heaps of financial tips and been given ideas on how to save money or achieve greater financial security. But the big question is are you doing them? Put them into action - the benefits will far outweigh the effort.

22.01.2022 Thinking of renovating? Don't miss out on the opportunity offered by the Federal Government's grant. We chat about it in the latest episode of The Australian Financial Focus podcast with @builderbrokers.

21.01.2022 Financial planning is not only for people who feel they have "enough" money. If you are struggling, a financial planner can help you work towards your goals in manageable ways.

21.01.2022 Is an investment property on your goals list? Maybe 2020 is the year to bring that dream to life or to at least put steps in place to move you closer to that goal. Home loan rates are at an all time low, so it’s certainly worthwhile to speak to us at Statewide Wealth Group to see your borrowing potential, and how it will impact your current cashflow and long-term wealth. Pop over to our website at statewidewealthgroup.com.au and schedule a free 15 minute call it’s worth a... few minutes to see what’s possible for you. #brisbanemortagebroker #financialgoals #investmentproperty #brisbanebusiness

20.01.2022 Financial tip: To remove the temptation to spend money, unsubscribe from the newsletters from your favourite retailers. It’s like not having chocolate in the pantry when you want to lose weight. The principle of out of sight, out of mind will work in your favour.

19.01.2022 Knowledge is power, and a mortgage broker can help you understand the opportunities and pitfalls that come with every loan product you’re considering. What might seem like a saving at the beginning of a loan might lead to issues down the track. In our latest episode of the Australian Financial Focus Podcast we chat through some of those traps or opportunities with Trevor Bryce - Accredited Mortgage Consultant and Ruth Stewart Mortgage Broker. #mortgagetips #mortgagebroker #brisbanebusiness #australianpodcast

18.01.2022 Why work with a mortgage broker? We’re here to help you every step along the way.

17.01.2022 Whether you’re looking to buy a new house, or wanting to make sure that your current mortgage is working FOR you, not AGAINST you, an hour with an experienced mortgage broker could end up saving you thousands of dollars. In episode 7 of the Australian Financial Focus podcast, I chat with @trevorbryce and @ruthmstewart about how we help our customers, and the important things to consider when working with a mortgage broker. #brisbanemortgagebroker #mortgagebrokerbrisbane #financialtips #mortgage #brisbanebusiness

16.01.2022 NEW FINANCIAL YEAR NEW SAVINGS OBJECTIVES The new financial year gives us a clean slate to set new goals, and to create more effective habits. As we move further into this financial year, think about what you want to achieve. Whether it’s a holiday, a new car, paying off your house or just creating a wealth accumulation plan. Establishing a disciplined savings plan with an appropriate investment structure is the perfect way to make your dreams a reality.... #brisbanemortgagebroker #brisbanebusiness #financialtips #financialadvice

16.01.2022 We all have money beliefs - some work in our favour, othersnot so much! Do you recognise your own money stories and beliefs? They often come from our parents or family, or the environment in which we grew up. Maybe some of these ring a bell... *money doesn’t grow on trees*you have to work hard to have money*we can’t afford it*it takes money to make money*the rich get richer and the poor get poorer*money is the root of all evil You’ll notice them whispering in your ear when you start to think about money or make financial goals. So try swapping them out for more positive beliefs: *Money is energy*What you focus on grows*I can create financial wellbeing *I respect my money and money respects me It may seem like a small thing, but our actions are driven by our beliefs. So unhelpful money beliefs could be holding you back! . . . . . . . . #brisbanemortgagebroker #moneybeliefs #brisbanebusiness #brisbanesmallbusiness #financialplannerbrisbane #financialadvice

15.01.2022 We never just disappear once your loan is finalised - we’re here to help you at every stage of your financial journey and to support you through changes in circumstances or life stages. If you want to learn more about us and how we can help you, listen to the latest episode of the Australian Financial Focus podcast.

13.01.2022 What if one day out of 365 helped get your finances on track? Just as you set aside time for a regular car service or health checkups, it’s valuable to dedicate time to speak to your financial support team to make sure everything’s on track and running like a well oiled machine. (Of course it doesn’t always have to be on the same day but there’s something to be said for doing it on the same day, in the right mindset, to let you focus and get better results). For this financ...ial health-check, it’s a good idea to speak to your mortgage broker. A broker guides you through various mortgage options and helps you compare rates, fees and features that could save you money in the short and long-term. Reviewing your current debt structure and mortgage features once a year lets you be confident you’re getting the best deal possible, and helps you identify opportunities for additional savings or freeing up cashflow with no negative impact on your mortgage. Rather than spending your own time sitting on the phone or doing the research each year, a meeting with your mortgage broker lets you share your goals and needs and lets them get on with the heavy lifting. They’ll do the detailed research to provide a recommendation that suits your current life situation and your goals. Give us a call or visit our website at statewidewealthgroup.com.au let’s get you started. #brisbanemortgagebroker #financialmanagement #brisbanebusiness

12.01.2022 Aim high, make a plan, and take the steps!! There’s a really good chance you’ll make it! . . . .... . . . . . #brisbanemortgagebroker #brisbanefinancialadvisor #financialadvice #brisbanebusiness See more

12.01.2022 Could you take one day out of the year - just one day out of 365 days - to get control of your finances? Rather than take an ostrich approach of burying your he...ad in the sand, get proactive and start managing your money. It doesn't matter how much money you have, it's what you do with it that counts. https://www.statewidewealthgroup.com.au/can-you-dedicate-o/

11.01.2022 There are 8760 hours in one calendar year. How many of those hours do you dedicate to managing and mastering your finances? Many of us trudge on day to day, caught up in our busy lives and our many responsibilities, and give little attention or thought to our financesuntil there isn’t enough money in the bank or our security is under threat. The pressure and uncertainty of the global COVID-19 crisis has given many people the prod to review their finances. Job uncertainty or ...job loss, reduced wages and business slow-down have all made us take a lot more notice of what’s coming into our accounts and what’s going out each month. And while it’s important to review and recalibrate during a crisis, why is that the only time many of us pay attention? Imagine what dedicating just a tiny fraction of those 8760 hours to your finances could do. It could help you avoid stress, reduce overwhelm, increase your savings or move you closer to those financial goals that right now, among the busy-ness and noise, you think are far beyond your reach. What if they’re not? What if, with a bit of careful planning and strategic advice, they could be well within your reach? #financialfreedom #brisbanemortgagebrokers #brisbanebusiness

11.01.2022 When it comes to savings, consistency is important. Some people make huge new financial year resolutions, claiming they’re going to save significantly more than in previous years. But rather than setting huge (and possibly unrealistic) goals, why not aim for discipline and consistency. It’s not sexy or exciting, but we know that after working with thousands of clients, those that are consistent and disciplined in sticking to their savings plans are those that achieve their go...als. As any tortoise would tell you, slow and steady wins the race. #mortgagetips #budgettips #brisbanemortgagebroker #brisbanefinancialadvisor

11.01.2022 Are you willing to take 20 minutes per week to manage your finances? Once you have your annual plan, it might be tempting to set and forget. But spending just a few minutes each week to review your budget can help the plan tick along. Checking your bank statements, understanding your spending in line with your budget for the week and keeping an eye on your cash flow not only helps you identify leaks and errors (which often go undetected when we take an ostrich approach of bur...ying our head in the sand) but also gives you that bit more focus. Paying regular attention to your finances means you’re seeing results, and can make you think twice about unnecessary and wasteful spending. So those results grow even faster. You’ve probably heard the saying what you focus on grows it’s never more true than with a consistent financial management plan. #brisbanebusiness #mortgagebrokerbrisbane #brisbanebusinessowner

07.01.2022 Why Everyone Needs A Financial Planner People tend to think Financial Planning is only needed for retired people, people with money, or those with insurance needs. In this episode I talk with Aaron Steer from @statewide_wealthgroup who breaks down why it's important to see a financial planner and the myths associated with working with financial planners. We also chat through who needs a financial planner...and why. No matter your stage of life, or how much money you have, it...'s valuable to speak with a professional to look at your current situation, and to find out what you can, can't or should be doing. Aaron makes it really simple and breaks it down into manageable steps. #brisbanefinancialplanner #brisbanebusiness #financialtips

05.01.2022 In the latest episode of the Australian Financial Focus podcast, Michael Shekell talks about the mistakes people make when working with builders.

05.01.2022 Time to be honest with yourself: Why don’t you dedicate time to your finances?? For many people, getting control of your finances seems like a monumental task, something you’d need days to get under control. You don’t really know where to start and are too scared to ask questions for fear of either looking stupid or getting an answer you don’t want to hear. But when it comes to your finances, knowledge is power and ignorance is NOT bliss. Another reason is that you might fe...el you don’t have enough money to manage. But as we often tell our clients, it’s not the amount of money you make, it’s what you do with it. Just small amounts each week can build up to significant savings when managed properly. And there are plenty of people earnings hundreds of thousands a year still living pay cheque to pay cheque. Don’t let the amount you earn stop you from taking action. #financialblocks #moneyblocks #brisbanemortgagebrokers #mortgagebroker

05.01.2022 What’s your Plan B? Are you covered for when the unexpected happens? If something were to happen to you or your partner, can you be confident that financial worries won’t add to the grief or trauma that your family experiences? Reviewing your personal insurances (such as life insurance, income protection etc) every 3 years is important. As your financial and personal situation changes, so should your personal risk insurance strategies.... And don’t be lulled into a false sense of security that insurances are covered in your superannuation you may be surprised what you can and cannot claim, and what you’re paying too. Chat to your financial planner about the insurances you need, and the best strategy, so that you’re getting the best value for your insurance investment, but not paying more than you need to. #planb #brisbanebusinessowner #brisbanesmallbusiness #brisbanemortgagebrokers