Coghlans Wealth Management in Surrey Hills, Victoria | Financial planner

Coghlans Wealth Management

Locality: Surrey Hills, Victoria

Phone: +61 3 9835 6000

Address: 1/441 Canterbury Road 3127 Surrey Hills, VIC, Australia

Website: http://www.coghlanswealth.net.au

Likes: 26

Add/Update information

Reviews

Tags

• Accountant
• Financial planner
• Insurance Agent

25.01.2022 Moving home or office can be a stressful time. This handy checklist helps ensure you don't overlook anything.

25.01.2022 We can all agree that its challenging to be the healthiest version of you, but there are small changes everyone can make to their day-to-day lifestyle as we step into Spring. If you know anyone who might want to do a little bit more for their health, make sure to share this post to them.

25.01.2022 Moving home or office can be a stressful time. This handy checklist helps ensure you dont overlook anything.

24.01.2022 Is your financial strategy helping you to achieve your lifestyle goals? Here are a couple of easy steps to reach your goals.

23.01.2022 Insurance is important for all Australians, but for tradesmen it is absolutely vital and may be the best investment they can make, especially in the event that a claim needs to be made. This article will help all tradies know the ins and outs of the insurance market and what is right for them.

23.01.2022 Part time work can be great for your home life and career, but finding the perfect balance can be tricky. If you are a woman who understands the struggle in juggling these two aspects of life, than have a look at these 5 tips that can help.

23.01.2022 Generation Y and Millennials are feeling more and more out of touch with their finances. If you can relate to this, talk to us.

22.01.2022 Starting the year back is always difficult, these 11 motivational tips are sure to kick you into gear!

21.01.2022 There are simple ways for you to get the most value from your financial adviser. Here are some easy steps to ensure the relationship you have with your adviser is successful and long-lasting.

20.01.2022 Most retirees spend modestly August 25, 2016 Colin Brinsden, AAP Economics Correspondent (Australian Associated Press)... Most retirees have modest spending habits, regardless of the income they have to access. And contrary to conventional wisdom , expenditure does not decline throughout retirement it is relatively constant, a new study has found. Research commissioned by the Australian Institute of Superannuation found 80 per cent of retired households reported expenditure levels considered to be the most basic of living standards for retirees $23,797 for singles and $43,226 for couples. However, todays retirees are spending more than earlier cohorts and future retiree expenditure could be higher again. There are also significant regional variations in expenditure levels across Australia. Retirees in Sydney recorded the highest average household expenditure of around $44,000, compared to around $34,000 for those living in Melbourne and $25,000 for those in Tasmania. Institute chief executive Tom Garcia said the research was timely given the discussion around the fairness of the super tax concessions, supers objective and what is considered to be an adequate income in retirement Learning more about what retirees actually spend compared to their income will help us make evidence-based decisions about adequacy and super policy, he said releasing the study on Tuesday. He said low-income retired households appeared to be struggling. On the one hand we have low income households that appear to be taking on debt or selling down assets to meet their living expenses, while at the other end of the spectrum, the very wealthy households appear to have high rates of disposable income.

18.01.2022 How do your savings compare with the average American? Do you want to start making better decisions with your money and achieve your goals? Our spending and savings program is helping people just like you take control of their finances. Contact us to find out more.

18.01.2022 Australia is expected to spend $8.8 billion on Christmas presents this year, and half of that is going to be on credit. Find out what every day Australians, like you, are likely to spend their money on this festive season!

13.01.2022 Fighting poverty key to global health August 18, 2016 Sarah Wiedersehn (Australian Associated Press)... Fighting poverty is the key to improving global health, says Dr Jack Chow, the former assistant director general of the World Health Organisation. And for Australia the fight begins at home, Chow said while in Adelaide on Tuesday to discuss global health issues and their impact on the country. The challenge of global health is nested with our drive to fight poverty, he told the Committee for Economic Development in Australia (CEDA). The World Bank estimates two billion people live on an income of less than three dollars a day. Dr Chow says the implications of this for health are simple. Many swaths of people cant afford basic medicine. Mortality rates are sky high in Africa, he said. But the disparities between rich and poor mustnt be seen as just an offshore agenda; there is poverty in Australia too. Dr Chow says when we suppress disease and advance health among the disadvantaged, parents stay alive for their children and children are alive for their futures and entire nations are alive for their destinies. He also said its imperative that our leaders stop looking at health as a whitecoat issue but a community one. That would be a fundamental mistake, he said. Poverty is growing in Australia with an estimated 2.5 million people or 13.9 per cent of all people living below the internationally accepted poverty line, according to the most recent data. A report released by the Australian Council of Social Service in 2014 revealed more than 600,000 or 17 per cent of all children were living in poverty in Australia.

13.01.2022 Lets make this article about the financial stress levels of every day Australians a thing of the past! Tag someone who might find this interesting.

12.01.2022 Pink Ribbon Day is this Friday the 21st of October and aims to raise funds for, and improve awareness of women affected by breast and gynaecological cancers. $5.1 Million was raised in 2015 to go towards this cause; providing resources for the medical research, and support for the people affected. Thanks to advancements in cancer research and prevention, the five year survival rate for breast cancer has increased by 17% from 1982 to 2012. The five year survival rate for wome...n with a gynaecological cancer increased by 7% in the same period. To help be apart of the solution and make a difference, please donate and go to: https://www.pinkribbon.com.au/get-involved/donate/

12.01.2022 Have you ever felt that numb aching in your lower back, pins and needles in your feet, or stiffness in your neck from sitting in your office chair all day? If you have, you might find this article not only interesting, but motivating to turn your office lifestyle around.

10.01.2022 With the average woman nowadays spending more than 30 years in retirement, these simple suggestions can help ensure youre comfortable throughout it and are financially secure.

07.01.2022 Do you need to purchase a new vehicle for your business, We can assist you to structure the purchase correctly, get the best tax benefit and obtain a fantastic rate of under 5%. If you want to know more please feel free to contact me using the send email button above.

07.01.2022 Have a look at the first edition of the Coghlans Newsletter for 2017. In this edition we discuss the importance of having an appropriate estate plan, look at the changes to superannuation and making small changes to help achieve your goals sooner. http://www.coghlanswealth.net.au//cate/Coghlans-Newsletter

06.01.2022 Coghlans Newsletter - Autumn 2017 available now. In this edition we share ideas to get more out of retirement, explain common investment terms and revisit the upcoming changes to superannuation.

04.01.2022 Do you find that sometimes it is difficult to manage your investments efficiently with all the noise that comes along with it? After reading this article you will obtain a better understanding of the ins and outs of investing without worrying.

04.01.2022 Changing demographics are affecting the needs of Australian families. Heres how financial advice can benefit your family members at every stage.

02.01.2022 If youre starting a family or are apart of a fast growing one, make sure to have a read of this and contact Your Money PT to get your finances baby proofed.

02.01.2022 A new year, a new office, a new way to provide excellent financial services!

01.01.2022 2016 was anticipated to be difficult for markets, however generally it turned out positive; have a look at what the experts are predicting for 2017.