Best Wealth Creation in Townsville, Queensland | Investing service

Best Wealth Creation

Locality: Townsville, Queensland

Phone: +61 7 4779 0555

Address: 109 Ross River Rd 4812 Townsville, QLD, Australia

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

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• Financial planner

25.01.2022 5 habits to become financially secure 1 SET GOALS: A great place to start being in control of your financial security is to identify short, medium, and long-term financial goals.... 2 REGULAR CHECK UPS: Creating a budget is an incredibly important step to achieving your goals as you work towards your financial security. 3 OPTIMISE YOUR BANK ACCOUNTS: Streamline your banking, shop around for the cheapest bank fees, tackle any outstanding credit card debt. 4 TRACK YOUR SPENDING: Its one thing to create a budget and set financial goals, but entirely another to stick to them. Set aside 15-30 minutes each week to make sure youre keeping on track. 5 PLAN FOR THE UNEXPECTED: By having different types of insurance you can help protect yourself and your family when you need it the most. Taking out the right cover for you means that you can be confident that if something unexpected did occur, your efforts to become financially secure are protected.

25.01.2022 Are you on track to achieve your financial and life goals? When it comes to having a financial plan, the earlier the better! You can never be too young. The Best Wealth Creation team has a wealth of knowledge in financial advice and are ready to help you implement strategies to become financially secure. Phone us on 4779 0555 to book an appointment.

25.01.2022 AND THE WINNER of our Mothers Day $200 Woolworths Gift Card is ... . *drum roll* . KAREN FRANCES!!!!... . Congratulations, Karen! Please send us a PM with your mobile number so we can arrange a time for your to collect your prize from our office. . Thank you all for entering and for supporting our local business. See more

25.01.2022 Wishing all the Dads a HAPPY FATHERS DAY today! We hope you all have a wonderful day. Our $200 BCF Gift Card Fathers Day competition is announced at 3pm today! Get your last entries in by clicking this link: https://www.facebook.com/bestwealthcreation/posts/1683878755095396

24.01.2022 ***** MOTHERS DAY COMPETITION! Spoil your Mum (or you!) this Mothers Day and WIN a $200 Woolworths Gift Card! The gift card can redeemed at Woolworths, BWS, Big W, Caltex and Dan Murphys so its your choice where you spend it! ... HOW TO ENTER: 1. LIKE our Facebook page 2. TAG three (3) friends in this post 3. SHARE this competition post The winner will be drawn on Mothers Day, 10 May 2020. Good luck everyone! ******

22.01.2022 Have you checked your super balance lately? If not, you could set yourself up for a tough time financial income retirement? Merely taking a few minutes to check your super statement of intent to send it to you can ensure everything is working as it should. Here are a few things you should look for when checking your superannuation.

22.01.2022 Borrowing to invest, or gearing, can be a powerful means to build wealth. It allows you to increase your ability to build wealth by enabling a higher level of investment than would otherwise be possible. You can either positively gear or negatively gear. For more information on gearing strategies, contact us to arrange a free initial interview with a Best Wealth Creation Adviser.

22.01.2022 We pride ourselves on our total commitment to customer service with a passion to achieve client satisfaction. As a client of Best Wealth Creation, we carefully listen to you, determine your needs and goals, find the ideal path that best suits you, then help you achieve it with an effective strategy. Phone us on 4779 0555 and let our dedicated team customise a financial plan for you.

22.01.2022 Our personalised advice includes input from a team of experts in financial planning, tax, investment, superannuation, estate planning and philanthropy based on your requirements. This comprehensive approach helps ensure we can identify the most effective way to enhance your financial circumstances. Our advice can also be supported through an ongoing relationship with Best Wealth Creation which allows you to choose the level of our ongoing participation in your financial affairs.

21.01.2022 There is never a better time to start creating wealth than now. You dont need a large lump sum to be able to create wealth. The Australian investment marketplace is one of the most complex and diverse markets in the world. Your Best Wealth Creation Adviser will be able to advise you on what type of asset classes and products may be suitable to your needs, as well as other strategies such as gearing, dollar cost averaging and salary sacrifice and more.

21.01.2022 Thank you, Linda Rossatti, for leaving us this review on Facebook.

20.01.2022 We have a highly qualified team with over 50 years of experience in the finance industry. We can help you choose the right products for your lifestyle and tailor a loan that meets your individual circumstances. JEMMY Jemmy Best has over 20 years of experience as a Mortgage Broker and is a qualified Financial Adviser with 11 years of experience. Jemmy also specialises in SMSF Lending and SMSF Financial Planning Advice. LAURA - Laura Easterbrook joined the Financial ...Planning Industry in 2008, starting as a Paraplanner. Since then, Laura has obtained a Certificate III in Business and a Diploma of Financial Planning. Working alongside Jemmy and the team at Best Home Loans and Best Wealth Creation to help tailor sustainable and effective financial plans for our clients. TRACEY - Tracey joined the Financial Planning Industry in 2005 as a Client Manager, providing support to clients, Financial Planners and the Paraplanning team and completing a Diploma of Financial Planning. After leaving the industry for 10 years to pursue other personal goals, Tracey has returned to assist the Best Wealth Creation team by applying her knowledge and experience from various compliance-based roles.

19.01.2022 Entries into our $200 BCF Gift Card competition have now CLOSED! Stay tuned for the winner announcement at 3pm today!

17.01.2022 Best Wealth Creation is open for business. We can meet with you at our office, via the phone or by Zoom video call. Our office hours are Monday to Friday from 8am to 5pm (closed on public holidays). Please do not hesitate to contact us on 4779 0555 to arrange an appointment to chat with our friendly team.

16.01.2022 We appreciate every testimonial our clients give us. Thank you to Travis Mackenzie for this lovely Facebook review on your experience with Best Wealth Creation.

16.01.2022 If youre aged 55 to 60 and still working, you can use a Transition to Retirement strategy to: 1. REDUCE WORK HOURS - If you want to reduce your work hours, a TTR strategy can top up your income. PRO - Continue to receive super contributions... PRO - Pay less tax PRO - Ease into retirement CON - Affects retirement income 2. SAVE ON TAX WHILE WORKING FULL TIME - You can use a TTR pension to grow your super and pay less tax in the lead up to retirement. PRO - Boost your super PRO - Save tax PRO - Pay less tax on income CON Complexity It is highly recommended that you seek financial advice to find out which Transition to Retirement strategy is best for you. :)

16.01.2022 7 ways to reduce tax in retirement: By the time retirement is reached, most individuals will have paid a significant amount in tax over their working lives. Therefore, you owe it to yourself to structure your affairs to minimise (or eliminate) tax once you stop working. Fortunately, there is enormous scope to manage your tax position in retirement, particularly with respect to superannuation. Commence an account-based pension... Consider using a self-managed super fund (SMSF) Take advantage of tax offsets and rebates Consider selling assets and transferring the proceeds to super Time the sale of assets to reduce CGT Make deductible contributions to super Consider a re-contribution strategy to reduce tax See more

16.01.2022 Who will look after your finances if you cant work due to sickness or injury? Income protection insurance is designed to provide a regular income in the event that you are unable to work due to sickness or injury. Talk to our qualified financial planners to ensure your income is fully protected.

16.01.2022 Thank you to everyone who has entered our $200 BCF Gift Card Father Day competition. THE WINNER IS .... KEL MILLS!! @kel722... Congratulations, Kel! Please send our page a message with your mobile number so we can organise the collection of your prize next week. Have a wonderful Fathers Day, everyone!

14.01.2022 Have you used our services? Wed love your feedback. Please let us know how were doing by leaving us a review on Facebook or Google!

14.01.2022 5 Steps to Financial Planning with Best Wealth Creation: 1 Foundations: This is the initial stage of the financial planning advice process where we gather information about you along with your goals and needs. 2 Vision: We will use the information we have been given during the Foundations process to help determine your strategy.... 3 Growth: We use this time to get together with you and demonstrate how the advice can help you grow and protect your portfolio. 4 Implement: Once you are happy with the recommended advice, we will implement the strategy with you and guide you through the entire application process. 5 Security: Ensuring your financial plan is set up to help secure your future with suitable protection and investments in place.

13.01.2022 Thank you to Jayne Dunin for leaving us this lovely Google review.

09.01.2022 HAPPY WORLD KINDNESS DAY! Whether you show kindness to another person, the environment or even yourself, spread a little extra love today.

08.01.2022 When it comes to having a financial plan, the earlier the better! You can never be too young. The Best Wealth Creation team has a wealth of knowledge in financial advice and are ready to help you implement strategies to become financially secure. Phone us on 4779 0555 to book an appointment.

08.01.2022 When clients engage our financial advisory services, we ensure our advice considers their specific circumstances. When deciding whether a product is suitable for our client, we consider best practice principles and clearly defined matrices.

03.01.2022 Self Managed Super Funds (SMSFs) are a way of saving for your retirement. Its a major financial decision and you need to have the time and skills to do it. If you set up a SMSF, youre in charge you make the investment decisions for the fund and youre held responsible for complying with the super and tax laws. Its always best to talk to a qualified, licensed professional to help you decide if a SMSF is right for you. Contact us to arrange a complimentary initial interview with a Best Wealth Creation Adviser to learn about SMSFs.

03.01.2022 Retirement planning can assist you to plan and manage your financial situation for your retirement, so you can maintain a regular income, enjoy life and retire with confidence. With the right investment strategy, products such as allocated pensions and annuities can make your money work for you. Contact us today to speak to your Best Wealth Creation Adviser for more information on these products and services.

02.01.2022 It is essential once you have a financial plan in place and review it every six months. A financial plan enables you to meet your immediate and your future financial needs. It will match your goals and objectives with strategies that enable your existing resources to be utilised in a more effective way. A Best Wealth Creation Adviser will review your plan to ensure that you are not paying unnecessary tax, suffering poor investment returns or inadequate protection for your family. Can you afford to not have a financial plan? Contact us to arrange a complimentary initial interview with a Best Wealth Creation Adviser.

01.01.2022 Insurance cover is a vital part of any financial planning, especially when you have loved ones you want to protect or assets you have worked hard to achieve that you do not want to lose. Here are some different insurances for you to consider: Life Insurance Total & Permanent Disability Insurance Own Occupation... Any Occupation Trauma Insurance Income Protection Business Expenses Insurance Call us today on 4779 0555 to arrange an appointment with Jemmy or Laura to discuss your goals and objectives.

01.01.2022 Self Managed Super Funds (SMSFs) are a way of saving for your retirement. It’s a major financial decision and you need to have the time and skills to do it. If you set up a SMSF, you’re in charge you make the investment decisions for the fund and you’re held responsible for complying with the super and tax laws. It’s always best to talk to a qualified, licensed professional to help you decide if a SMSF is right for you. Contact us to arrange a complimentary initial interview with a Best Wealth Creation Adviser to learn about SMSFs.