Chameleon Financial Strategies in Latrobe, Tasmania | Financial planner

Chameleon Financial Strategies

Locality: Latrobe, Tasmania

Phone: +61 3 6426 3164

Address: 2/70 Gilbert Street 7307 Latrobe, TAS, Australia

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

Likes: 57

Add/Update information

Reviews

Tags

• Financial service
• Financial planner

25.01.2022 Insurance is much more complicated than people think. Thats why the DIY insurance path is so littered with disasters. And theres so much at stake.Not worth it. Get professional advice from an insurance expert, we are happy to help.

25.01.2022 Second marriages (or third or fourth!) can be a time of excitement and happiness. But they can also come with more complex family and financial matters. Before you walk down the aisle, have a conversation with your financial adviser so as a couple you can get your affairs in order and make sure you, and your family, is protected.

22.01.2022 The timeline between how many years you spend working and how many years you spend in retirement might be closer than you think. Do you have a plan for saving enough during your working years to sustain you in retirement?

21.01.2022 If you are thinking about making extra contributions to your super, this short animation may be of interest. https://youtu.be/C8xgbKybb3A

20.01.2022 In Australia, Life Insurance and TPD Insurance may be included in your super. Generally this is a good thing, but if youre one of the 4 in every 10 Australians who have more than one super fund, it may not be a good thing at all. If you are unsure what cover you have and what you may need to suit your lifestyle and family situation, get in touch. We can help.

19.01.2022 Were passionate about this stuff! Nobody needs insurance until they need it and then ts too late. Confused and dont know what you want or need. Were here to help. Call us for a complimentary chat!!

18.01.2022 When it comes to personal insurances and establishing an appropriate personal insurance plan, conducting a needs analysis can form an important initial step in the process. We hope you find this article helpful.

18.01.2022 The Federal Treasurer, Josh Frydenberg, presented the 2019-20 Budget on 2 April 2019. We hope you find this summary useful.

17.01.2022 Your 40’s is a busy time career, family, life! Maybe you have also taken up some new sports or hobbies to try and keep a bit of balance in your life. It can be easy to get distracted and forget to review things such as your insurance policies, that’s where I can help.

16.01.2022 If you are retired and considering downsizing, we hope this video is helpful in giving you some options which could be available to you. https://youtu.be/6mgEKGHYoew

15.01.2022 Lots of wonderful things happened in 2018. We hope you enjoy this snapshot. https://youtu.be/6aFdEhEZQjE

15.01.2022 ASIC also found that the claim declined rate was around 50% higher where the claimant went direct to the insurer than if they went through an adviser. Interested to know more? Watch my video

14.01.2022 Its Spring, so no doubt there will be plenty of "Tims" attempting handyman jobs. A good rule of thumb to keep in mind for this and many other areas is know your limitations and seek professional help when needed. Good luck with it all!! https://youtu.be/CDvCCcFr1Vc

14.01.2022 A personal event such as marriage, divorce, the birth of a child, a new mortgage or a salary increase often requires you to reassess your financial situation. One area that may need review is your personal insurances. Depending on the particular event, and if you need to increase your cover, the Future Insurability Benefit may assist you.

13.01.2022 When it comes to insurances, superannuation and life in general, there are so many things to consider. We hope this article is helpful.

12.01.2022 Budgeting can be a very useful tool when it comes to achieving your financial objectives. We hope you find this article informative.

11.01.2022 Sometimes we dont know the real value of insurance until we need to make a claim and hope that we have appropriate cover in place. If not.then we can be a bit stuck. I am happy to talk to you about your own situation and the type of insurance that may suit you, then you can decide if it is good value to protect your lifestyle. https://vimeo.com/225192637/e40a21a756

10.01.2022 As we enter the festive season we at Chameleon Financial Strategies would like to wish you all the best for the festive season and a happy new year. We look forward to seeing you in 2019!

10.01.2022 Superannuation and deciding what is best for your situation and goals, can be very confusing. If this short video strikes a chord with you and you would like to find out more, please call us for an appointment. https://youtu.be/C8xgbKybb3A

09.01.2022 For those of you trying to reduce your electricity bills, here is some great information, If youd like more information like this why not log into our Knowledge Centre either from this page or via our website and help yourself.

09.01.2022 You certainly wouldnt want Lou Costello working for you in a financial capacity. Hope you get a giggle out of it though. Scary thing is I can remember watching it as a kid!! https://youtu.be/MS2aEfbEi7s

08.01.2022 How much superannuation do you need? Thats a big question. It is wise to have a plan when it comes to your retirement income and as a professional financial adviser I can help you get a plan in place that is easy for you to manage now, and meets the needs of your retirement.

08.01.2022 Many people wonder if I take out insurance should I do it through my super or standalone? The answer is different for everyone depending on your circumstances so its best to get some tailored advice.

08.01.2022 If you wish to make voluntary contributions to your super at retirement time, the rules can be quite confusing. This short animation provides some information on the Work test exemption (WTE). https://youtu.be/2MCXe9edAKw

07.01.2022 Superannuation seems straightforward but with changing rules and regulations it isnt always as easy as you would think. Thats where we can help.

06.01.2022 Throughout your working life you have a 1 in 3 chance of being disabled for more than 3 months. How would you and your family cope? If you would like to find out more, please give us a call on 03 6426 3164. https://youtu.be/5Ds8icELQRo

06.01.2022 The definition thats often assigned to wealth can be quite restrictive and have implications for how you approach life. In this video, Alan Watt poses several insightful questions in this regard. Quite thought provoking. https://youtu.be/a0FUsy5pqa4

05.01.2022 Industry vs Retail. It can be a minefield! But professional, qualified advice is quite possibly the best investment you will ever make.

04.01.2022 Most of us dont have goals as extreme as the people in this video. However the ideas of risking too much or too little and making the most of life, can relate to many, if not all, areas of our lives. We hope you enjoy this video. https://youtu.be/ayv41ZmNWtk

03.01.2022 There are a few taboo topics that can be difficult to discuss, even with your nearest and dearest and one of them is money. But having open and frank conversations can help get you both on the same page and your partner may have some great ideas about how you can make the most of your hard earned income!

02.01.2022 Insurance can be very confusing, with many variables. This article may help to clarify some aspects and we can help if it all becomes too much

02.01.2022 Such a simple treatment to combat the stresses and anxieties that plague our daily lives. Maybe we should have "running on the spot" breaks a couple of times a day. Might have to build up to 30 seconds though. Good luck if you give it a try! :)

02.01.2022 If you are thinking about purchasing your first home, or you have adult children who are trying everything to get a foot in the door, then this illustration has some useful information on saving that all-important deposit.

01.01.2022 As much as I love Yoda, I wouldnt like him to be giving me directions. This short video light-heartedly shows why we need the right person to give us directions or advice in a way we can understand. https://youtu.be/7PlysZo4NEU

01.01.2022 Some Mothers do ave em!!! https://youtu.be/JSm_bjl5v5k

01.01.2022 Your 40s is a busy time career, family, life! Maybe you have also taken up some new sports or hobbies to try and keep a bit of balance in your life. It can be easy to get distracted and forget to review things such as your insurance policies, thats where I can help.

01.01.2022 Life, Trauma, Income Protection and TPD insurance are there to cover you for dire events. So when you need to make a claim, you need it approved NOW and paid as quickly as possible. Thats where a financial adviser with experience can help you and remove some of the stress and burden while you focus on your recovery.