Casey Wealth Advisers in Berwick, Victoria | Local service

Casey Wealth Advisers

Locality: Berwick, Victoria

Phone: +61 3 9769 9899

Address: 67-69 High Street 3806 Berwick, VIC, Australia

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

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21.01.2022 We can’t believe we missed it, Haley turned 30 last Friday! Happy Birthday to our lovely Haley.

20.01.2022 Further to this morning's post, we've included a detailed summary below of the proposals made in this year's Federal Budget... https://caseywealth.com.au//10/Federal-Budget-2020-2021.pdf

20.01.2022 You will have no doubt heard a lot about the Federal Budget on TV last night and then again this morning. The focus has definitely been on job creation and tax cuts. There is nothing deemed too controversial, so at this stage it looks like these measures will be passed into law. ... There are some proposed amendments to the superannuation system and some new benchmarks for superannuation trustees that should help improve the performance of all funds. There are also two $250 proposed payments for current recipients of Centrelink support (including those holding only the Commonwealth Seniors Health Card) We will provide you with more detail later today as our Technical Team and other resources provide us with more detailed analysis and the likely impact of these proposals - stay tuned!

18.01.2022 Some statistics around the COVID-19 pandemic and consumer sentiment

17.01.2022 Afternoon Tea deliveries (and Zoom Economic Presentation) for some of our favourite clients

13.01.2022 Have you had any concerns about your financial situation during the COVID-19 pandemic? These are the top 3 most common financial concerns Australians have had this year...

09.01.2022 Lisa and Chip are enjoying a well earned week away at the beach. Haley and Zoe are at the office if you need anything.

08.01.2022 We’d like to welcome Ryan Samara to our practice as Practice Manager / Associate Planner Ryan comes to us with six years of experience in the financial planning industry, and is looking forward to meeting our lovely clients Pop in and say hi if you’re in the area

06.01.2022 Haley was able to go in to the office for a day this week to do some essential file uploads. It was exciting for her to get out of the house - even if it was to scan files!

05.01.2022 Wishing all of our lovely clients and friends a very Merry Christmas and a safe and happy New Year! We are now closed for the holiday period, and will reopen on Monday the 11th of January 2021

04.01.2022 The Financial Planning Association's (FPA) FINANCIAL PLANNING WEEK launches today for its 20th consecutive year Financial Planning Week is all about inspiring Australians from all walks of life and ages to consider their personal finances, and to find out how having a financial plan will provide greater peace of mind and security. This year has been interesting for all of us, and so this Financial Planning Week is all about how Australians are feeling about their financial si...tuation six months in to the pandemic. Stay tuned for more information, which we will share with you throughout the week...

01.01.2022 We are hiring! If you know of anyone who would be suitable for our Practice Manager position, please feel free to pass on our details. We'd also love it if you could share this post. https://www.seek.com.au/job/51181139