Brahma Wealth Management, Finance Broking & Accounting Services in Kalgoorlie, Western Australia | Insurance Agent

Brahma Wealth Management, Finance Broking & Accounting Services

Locality: Kalgoorlie, Western Australia

Phone: +61 8 9021 6753

Address: 19 Cheetham Street 6430 Kalgoorlie, WA, Australia

Website:

Likes: 298

Add/Update information

Reviews

Tags

• Investing service
• Financial planner
• Insurance Agent

24.01.2022 The RBA has announced its latest decision on interest rates amid fears Victoria’s lockdowns have kneecapped the economic recovery. The RBA has left rates on hold at their historic low of 0.25 per cent. [The RBA] views the March monetary easing package as continuing to help the economy and the main action now being in fiscal policy, said AMP Capital chief economist Shane Oliver. There is a significant chance it may cut the cash rate to 0.1 per cent and it may do more aggre...ssive quantitative easing but that would not be for several months. And it remains ‘extraordinarily unlikely’ to cut the cash rate below zero. The next interest rate move of significance is likely to be a hike but with high unemployment and underemployment, lots of spare capacity in the economy and underlying inflation way below target this is at least three years away. See more

21.01.2022 Office Closure and Insurance Cover for Covid 19 Due to the current situation, we regret to inform your that our office will be closed from Monday 30/03/2020. Our whole team is still available to assist you via phone on 08 9021 6753 or [email protected].... For anyone who would like to apply for an Income Protection and/or Life Insurance policy, there are still Insurance companies that are offering cover for Covid-19. However some companies are already ceasing to offer cover for new policies. If you are considering taking out cover please give our office a call as soon as possible. To all our wonderful clients as always if you wish to discuss anything please give us a call and in the meantime please remain safe.

15.01.2022 Great work Marcus.

10.01.2022 Hi everyone, Due to limited staff members at our office, To contact directly to our team members that are currently working from home please see contact numbers below:... Abijeet- 0402 724 585 Debi - 0467 551 703 Heddwyn- 0466 546 545 For appointments: Kristine - 0415 809 091 Thank you for your kind consideration.

09.01.2022 https://apple.news/ACvCm9iVPRR-AQZcHYnGnEw Could be great news for Kalgoorlie and the Nickel Smelter. Now we just need Elon to replicate Boca Chica rocket production near by for Space X.

02.01.2022 Brahma Wealth Management is a financial planning firm with 10 staff members. We have been providing advice to Australians all over WA for 20 years. We provide personal retirement, investment, tax and insurance advice and pride ourselves on customer service and long term relationships with our clients. We are looking for someone eager to get into the finance industry with an appetite to learn and build a long term career. You will need to know how to speak with clients, have ...the ability to problem solve and have a good work ethic. Key Duties of the position include: Processing strategic financial advice for our clients. Answering incoming telephone calls and responding to email communications. Assisting in managing client enquires. Managing records and information. Ensuring data accuracy across accounts and systems. Undertake compliance activities ensuring that client documents have been accurately collected and signed. Resolve account enquiries and follow ups quickly and efficiently This role will suit someone with the following skills, experience and attributes: No minimum experience required but you must have an undergraduate degree in finance or accounting. Excellent verbal and written communication skills including proficient English. Adaptable and flexible and keen to learn. Experience with Microsoft Office 365 especially be proficient in using Excel and Word. Excellent problem solving and analytical skills. Ability to manage multiple tasks and meet deadlines. Other Details This is a full time role and hours are Monday to Friday from 8:30am to 5:00pm. We require you to be living in Kalgoorlie. We do offer rental assistance benefits. We have a very easy going office environment with people coming in and out. We allow a lot of freedom as long as staff are on top of their work. This position is ideally suited to someone who is looking for a longer term role and is eager to work their way up in the business to a senior position.