Belfast Wealth Management in Port Fairy, Victoria | Financial planner

Belfast Wealth Management

Locality: Port Fairy, Victoria

Phone: +61 3 5568 2940

Address: 3/22 Bank Street 3284 Port Fairy, VIC, Australia

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

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22.01.2022 What's new at Belfast Wealth? We are absolutely thrilled to announce that Andrew McPherson has joined the Belfast Wealth Management team!! We welcome Andrew on board as a new Senior Financial Adviser and know that he will do an excellent job of looking after our clients, old and new. Welcome to the team Andrew!

22.01.2022 Some great information for employers to check out the available PAYG credits and apprenticeship subsidies - thanks Montgomery Carey & Associates !!

21.01.2022 Great information contained on the link below for business clients.

20.01.2022 Andrew is a Senior Financial Adviser here at Belfast Wealth, click on the below link to check out some reviews from his clients on the Adviser Ratings website. https://adviserratings.com.au/advisers/andrew-mcpherson

17.01.2022 Make sure you check out the inaugural Port Fairy Film Festival, it looks amazing and is another feather in the cap of our wonderful little town @portfairyadventurefilmfest #portfairy #3284 #belfastwealth

17.01.2022 Are you considering the purchase of a new property and need help with your cash flow and budgeting? Do you fully understand your borrowing capacity? Why not book in a chat with Andrew via the below link to see how we can help. https://calendly.com/belfastwealth-andrew/discovery-meeting

16.01.2022 The remaining signage is now complete in our new Warrnambool office!! We are located at 2/223 Koroit Street, the same building as Montgomery Carey & Associates, Maddens Lawyers and Falk & Co Real Estate. Give us a call on 03 5568 2940 to make an appointment in the new office.

15.01.2022 Given the current level of uncertainty in both the financial markets and economy as a whole, we are offering a limited number of complimentary financial health checks. The sessions will run for approx. 30 mins and will be completed via a Zoom video conference. Please book a time via the below link. https://calendly.com/belfastwealth-/financial-health-check... Belfast Wealth Management www.belfastwealth.com.au

14.01.2022 RBA UPDATE | Effective November 4, 2020 The Reserve Bank of Australia (RBA) has cut the official cash rate 15 basis points to a record low of 0.10 per cent. With interest rates at historic lows, now is the time to review your mortgage!... Contact us today for a complimentary review of your existing mortgage and to find out more about how we can help. 03 5568 2940 or [email protected]

14.01.2022 The Pirates are in batting at the Belfast Wealth big bash!! Come down to support the local cricket club- it’s a beautiful night @ Port Fairy, Victoria

12.01.2022 Did you know that one third of Australians have had to significantly amend their spending due to COVID-19? If you would like some help reviewing your spending or any aspect of your financial plan, please get in touch. https://www.belfastwealth.com.au/contact-us

10.01.2022 The recent extreme market volatility lays bare two of our non-negotiable aspects of investing. Your Super/Investments MUST provide you with 100% transparency. Is your $$$ invested in Australian Shares/International Shares/Property/Bonds/Cash? and what are the underlying assets? Your Super/Investments MUST provide you with 100% liquidity in the event you wish to access your funds this is non-negotiable.... The below article refers to unnamed Industry Super Funds approaching the government due to fears they won’t have enough cash to fund member withdrawal requests. This is largely due to their allocation to unlisted assets (illiquid) and the recent government changes allowing early access to Super for those affected by the Coronavirus. We advocate heavily for the need for transparency, liquidity and direct ownership of assets wherever possible, After all, you don’t want a market event, policy change or mass exodus from a particular fund/asset dictating the value of your investment and whether or not you can access your funds. https://www.theguardian.com//industry-super-funds-ask-for- Please get in touch if you have any questions. https://www.belfastwealth.com.au/contact-us

07.01.2022 In light of recent events, our office is operating remotely, and we won’t be offering ‘face to face’ meetings until further notice. Rest assured that it is business as usual behind the scenes, with our staff operating at full capacity. We continue to be available for meetings via telephone or via a web based Zoom meeting during this time and can be contacted via email as per normal.... Most importantly, we are here to guide you through the current market volatility. Please reach out if you have any questions at all, we are always available to answer any questions that you might have. To book an appointment or for all enquiries, please phone the office on 03 5568 2940 or email [email protected] Thank you & stay safe. Belfast Wealth Management www.belfastwealth.com.au

07.01.2022 5 Reasons to use a Mortgage Broker 1. Mortgage Brokers are not tied to lenders or loans - Mortgage brokers are able to save you time and money by finding the right loan and lender for you. 2. They can guide you - Not only will a mortgage broker help you find the right loan, they can also help you with the homebuying process. Liaising with everyone from accountants to real estate agents, ensuring the entire home buying process is a breeze.... 3. Brokers provide a service - You do not have to pay to work with a mortgage broker and their fees are generally covered by the lender. 4. Get approved faster - Because mortgage brokers have a strong relationship with a range of lenders, they can often get your loan approved faster. 5. Brokers help in specific areas - Many brokers are experts in different areas of specialisation, such as working with first home buyers or getting construction loans or loans for property investors. Often banks simply are not going to be across the different options.

07.01.2022 3 reasons to speak with us about refinancing your mortgage... 1. Record Low Rates - Mortgage rates are now at the lowest levels we’ve seen in history. By refinancing you could access a lower interest rate and save thousands of dollars a year. 2. Get a Cashback Rebate - Worried about the costs of changing home loans? Some lenders will give you a rebate which could cover any out-of-pocket costs. This can really help if you have a fixed-rate loan and want to change.... 3. Free-up Cash - If you’ve got equity in your home or investment property, you might be able to access this equity to further diversify your property portfolio.

05.01.2022 Are you looking for help obtaining finance for your next property purchase? or searching for a better deal on an existing debt? Contact us today to find out how we can help. https://www.belfastwealth.com.au/mortgage-broking

04.01.2022 It is more important than ever that during these times of extreme market volatility to revert to your documented financial plan. Has anything changed? Do adjustments need to be made? Fear is an emotion that can lead us to make impulsive decisions and it is important during these volatile times to remain calm, clear headed (which can be easier said than done) and stick to the plan.... If you are someone that has always managed your own investments and would like a chat or would like to discuss getting a financial plan in place, please contact our office. https://www.belfastwealth.com.au/contact-us

02.01.2022 We are seeing more and more of these articles, whereby members/investors are making significant investment decisions without advice. Long term research has shown that making significant changes to your investments during times of extreme market volatility can have a substantial long term impact. If you are considering making changes to your superannuation or investments and if these decisions are largely being driven by fear and uncertainty, please reach out.... https://www.belfastwealth.com.au/contact-us https://www.professionalplanner.com.au//sunsuper-sees-ov/

01.01.2022 Does your home loan start with a 1? With interest rates at historic lows, there has never been a better time to review your home loan! Reviewing the interest rate of your home loan regularly is just one of the many ways to optimise the time taken to repay your debt, potentially saving you thousands of $$$ across the life of the loan!... Contact us today to find out more about how we can help. 03 5568 2940 or [email protected]