Blackfish Financial Planning in Glenelg | Financial service

Blackfish Financial Planning

Locality: Glenelg

Phone: +61 8 8295 2933

Address: 722 Anzac Highway 5045 Glenelg, NSW, Australia

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

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14.01.2022 We are hiring! We are looking for an experienced Client Services Officer to initially work 2 part days per week with an opportunity to increase the hours as our business! The Client Services Officer will be supporting the wonderful Christina Belmonte who is the Client Services Manager & will be responsible for administrative functions related to and supporting Matt (as the Financial Adviser) & Christina in the provision of ongoing service to new and existing clients.... Experience in a client services position, Xplan, dealing with wealth products and advisers is essential however other finance related experience will be considered. This is an opportunity of a lifetime to work with a fantastic team, so if you think you have what it takes, please send your resume and a cover letter explaining who you are and why you’d love to join our team to [email protected]

10.01.2022 We can help you sort out your ‘book’ work. It’s so important to understand your money; cash flow; long term plan; super and money management. We can help!... Email [email protected] for a free confidential chat about how financial planning changes your world x

08.01.2022 So.. it’s a new Financial Year! What are your goals? What did you want to do last year? Did you do it?... Having a Financial Plan is crucial to make sure you understand your finances; plans for the future and options for the rest of your life. We can help you set those goals; and show you ways to make your money, super and investments work for you to achieve the best results. It’s never too early (or late!) to start. Call us for a free confidential chat about what Financial Planning is; and how we can help. Ph 82952933 and start today

04.01.2022 We’re getting a lot of questions about accessing Super at the moment. Here’s a good article on what the long term implication could be if you took $20k out of your Super now. This is general info only. If you want personal advice, please contact us :)... https://www.smh.com.au//last-resort-funds-urge-caution-war

02.01.2022 Invest your holiday savings now; so you can holiday for every year.. even after you retire. We have had so many clients cancel their travel this year due to the restrictions around the world. We have some great clients who are now investing that cash into a full financial plan to really understand their finances, superannuation, cashflow, salary sacrifice, investments and goal set for their future. ... Want more info? Call us for a free, confidential, no obligation chat about how we all use financial planning to make sure our money is working for us now; and the future. Call Leah or Matt on 08 8295 2933 or email [email protected] #happyclients #blackfishfinance #leahbusby #financebroker #financialplan #experts #blackfishgroup #financialplanning #lifestyle #confidence #finance #property #insurance #newhome #planforthefuture