CPR Wealth in Penrith, New South Wales | Insurance broker

CPR Wealth

Locality: Penrith, New South Wales

Phone: +61 2 9524 4890

Add/Update information

Reviews

Tags

• Financial planner
• Insurance broker

25.01.2022 If you have set new Financial goals for 2020 that you want to achieve, then dont think you have to do it alone. Just like excercising is easier with a group, working as a team is likely to achieve better results for your finances so contact us so we can let you know how we can assist you.

25.01.2022 Dont ask the question if you are not prepared for someone to say NO IM NOT OK! Learn the way to respond and be able to assist that person toward the support they may need if they are not ok as it takes a massive leap of faith to answer NO but can be just as harmful if the next response is not one of support to them.

24.01.2022 Recently we have been having a few enquiries about people wanting to take up Private Health Cover (PHC) or looking at options for the cover they currently hold. While there are cash flow consequences around holding or not holding PHC depending on your income and family circumstances we thought that this article would be helpful as it provides some tips and also a link to the government comparison website, to assist you compare the funds and options available to you and your family. If you want to work out how you can afford PHC in your cash flow budget then give us a call so we can review or put in place a cash flow plan for you to look at reducing money stress from your life.

24.01.2022 Not sure if your super is in the right investment or worst still you dont know what investment it is currently in, then contact us for a chat and we can advise you with your best approach.

23.01.2022 Now is the time to take action and ensure your financial position is the best it can be rather than putting it on the need to do list. If you need advice on where to start then contact us for a chat.

23.01.2022 Your financial planner along with the other professionals in your financial team will be there to help in tough times like these, so reach out if you need reassurance or assistance if your circumstances have changed.

22.01.2022 The Reserve Bank of Australia has made its first call on the official cash rate for this year following its decision to cut the rate to a historic low in November. In line with expectations, the RBA has held the cash rate at a record low of 0.1 of a percentage point.

22.01.2022 Many of our elderly clients have already adopted online tools for communication with us, including online meetings and it certainly makes ongoing communication and advice much more efficient for both sides. However many elderly people fear isolation from face to face relationships, so while technology is efficent and effective in the business world, if you are healthy and not presenting a risk, make sure in the current climate you still touch base with your elderly loved ones, even if is for a 5 minute cuppa and chat at 10 paces!

21.01.2022 If you have decided to take action and get your financial circumstances in order then reviewing your super fund or funds if you have multiple should be at the top of the list. If you are not sure on what investment options you should be using then let have a chat and we can work with you to confirm what options are right for you.

21.01.2022 If you have been affected by the bush fires most Life Insurance companies such as AMP, TAL, and AIA are offering a waiver of premiums for a specific period of time to assist you. Either contact your financial adviser or your insurance company direct to find out the spoecific details to be eligible.

20.01.2022 If you are nearing retirement what does this look like for you? if you are unsure are dont like what you see then dont waste any more time, talk to us so we can help you achieve a positive outcome.

20.01.2022 Following with the theme of making sure you do not end up with a festive season Financial Hangover this article outlines some tips on how to save money and importantly the reasons why understanding your current spending plan (budget) is the first step to financial freedom!

20.01.2022 It is a huge misconception that you need to have a huge sum of money to invest before you gain any benefit from receiving the advice of a financial planner. The majority of our clients are individuals either looking to build their assets and pay off thier mortgages or those in pre and post retirement looking at the best opportunitites to fund their retirement income needs. If you have thought about speaking to a financial planner but haven't take our 5 min Financial Health check and we will contact you for a free initial discussion to outline how we may be able to help www.cprwealth.com.au

19.01.2022 https://riskinfo.com.au//coronavirus-what-it-means-for-po/

19.01.2022 As we wrap up today, what has been a difficult year for most, we would like to wish you all a Merry Christmas and a Happy New Year with the hope that 2021 will bring more positivity and joy. The CPR WEALTH TEAM.

19.01.2022 The effects of skin cancer are deadly so u need to make sure you and your family take sun safe measures when you are out and about this summer

19.01.2022 Were you someone that accessed your super under the Covid release measures? If so, have you put place a plan to replace those funds, otherwise your retirement savings will be significantly lower at the point of retirement given the long term effects of compounding returns.

18.01.2022 If you Have you ever wondered about how Pilates can benefit your overall wellbeing, then watch this short video

18.01.2022 If you have reached preservation age and ceased gainful employment due to current Covid 19 circumstances, you could consider starting a retirement pension with your super. Whether this is the appropriate strategy for you and your long term retirement goals is a worthwhile discussion between you and your financial adviser.

17.01.2022 With 2019 almost at its end we look ahead to what 2020 may hold with Vanguards 2020 Economic & Market outlook. Enjoy the read.

17.01.2022 If you are currently experience struggle in your life, we encourage you to ensure you speak out for support but this podcast can provide some sense of how overcoming struggles can actually improve your wellness. Worth a download and listen on your morning walk or run.

16.01.2022 With Government incentives to help people get into the housing market, our Insights article by Dr Shane Oliver, outlines three reasons why the coronavirus may help housing affordability.

15.01.2022 We are proud to be the Coffee sponsor for next weeks Penrith Walk and Talk and we hope to get all you blokes out to also show our support for the Penrith Panthers tilt toward this years NRL Grand final.

15.01.2022 Some sound advice to those that are working toward that deposit for home loan

15.01.2022 Our team minus one having our Christmas lunch wishing you all a Merry Christmas and Happy New Year

14.01.2022 The EOFY is fast approaching so have a look at our EOFY Checklist to see how you may be able to maximise your financial position before June 30 ut with increased processing times due to COVID dont leave things to the last minute or you are likely to miss out. If you have questions give us a call.

12.01.2022 Are you taking care of all aspects of your Health?

10.01.2022 We would like to ensure clients that we are still open for business. We have offered online meeting options for several years as we know this can be more effective timewise for both some of our clients and our advisers while still maintaining the Face 2 Face experience. We also offer phone appointments as additional option when required. Our office is not a high traffic environment so we are confident in our cleanliness and we have always taken additional measures around han...d sanitizing on our front desk for all visitors. Our priority is to keep both clients and our staff healthy so you will be asked to confirm your health status before confirmation of any Face 2 Face appointments and should your circumstances change there would be the expectation and respect for all concerned that this is communicated prior to your appointment and alternative arrangements will be made. Wishing good personal and financial health to all. See more

10.01.2022 With everything going regarding Coronavirus we though this was relevant to those with Life Insurance plicies to provide comfort.

09.01.2022 Who is the saver in your relationship? If you want to change your savings habits and better manage your household cashflow contact us and we can get you on the right track.

08.01.2022 Our latest client Insights looks at the Australian Economic and Fiscal Update -record budget deficits, but more to come To read follow the link below https://cprwealth.com.au//Insights-Australian-Economic-and

08.01.2022 Couple of players from the Luke Priddis Foundation Charity Golf day on Friday pointing out our partnership signage out on course. Thanks Myles from Communication Excavations Pty Ltd and Steve from ATS Awnings & Additions

08.01.2022 With Australia built in the back of small business this article outlines the financial stimulus to be provided for small business to cope with the affects of the Caronavirus

08.01.2022 If you a self funded retiree that doesnt need the full minimum pesnion drawdown, then make a change to your pension for the remainder of the 19/20FY and into 20/21 FY to help preserve your capital.

07.01.2022 Good short article on how the markets have weathered and bounced back from Covid and have always done so over history but there are still bumpy times ahead. The most important aspect of investing is to invest inline with your risk tolerance, then you know what you are in for. If you dont know your risk tolerance then you should have a discussion with a financial adviser to understand where you sit. https://www.investordaily.com.au//48716-super-funds-see-pr

06.01.2022 Are you struggling to meet your savings goals? We can assist you with a review of your cash flow as well as providing ongoing support to get you on track and keep you there!

05.01.2022 Do you run a SMSF with a property that the related party tenant cannot pay the rent or you are thinking of providing relief then the ATO has announced their compliance standards.

05.01.2022 While many of us are working from home, working less, or worst case not working at all we all may be experiencing cash flow issues of some sorts. This article provide a great outline of some options or opportunities available for you to explore with regards to assisting you ease your cash flow concerns that you can easily do online or by picking up the phone and talking to the relevant provider. Remember we will get through these times and potentially the financial decisions you make around changes now can assist you long term by changing your financial habits.

05.01.2022 Welcome back to those that have finished their holidays and to those that have a few more days rest, enjoy. If your days are still slow then now is the time to review your financial goals for 2020 and workings on your spending plan will provide a positive return on your efforts. We are here to help if you need direction.

05.01.2022 Don't ask the question if you are not prepared for someone to say NO IM NOT OK! Learn the way to respond and be able to assist that person toward the support they may need if they are not ok as it takes a massive leap of faith to answer NO but can be just as harmful if the next response is not one of support to them.

04.01.2022 There is a number of Bushfire emergency assistance -Financial assistance options available to those been significantly affected by the fires. The link below provides a list of potential options to consider.

04.01.2022 A balanced diet is the best way to live life however while some of us love a good steak other prefer to stick to plants and veges only and here are some benefits of that way of eating.

03.01.2022 Our Director & Financial Adviser Luke Priddis putting on his Chairperson hat for the Luke Priddis Foundation for their Annual Charity Golf Day.

03.01.2022 Really simple way to make a significant difference to the time it takes to pay down your mortgage, you just need to have a good handle on your cash flow and a bit of discipline. If you need help with understanding your spending plan (Cash Flow) then feel free to contact us as we have some simple tools that will vertually do most of the work for you. 02 952 44890/ 024722 9472 or [email protected]

03.01.2022 With the first Month of 2020 now gone have you made a start on reaching your dreams? If not come and have a chat to discover how we can help your dreams become reality.

03.01.2022 Out at Twin Creeks GC for Annual Luke Priddis Foundation Charity Golf Day. Big thanks to all our sponsors, players, supporters and the great LPF staff that have put the day together with Covid conditions

03.01.2022 Need help understanding the stimulus announcements?

03.01.2022 Good outline of the difference between Financial Planners like us at CPR WEALTH and Financial Councsellors however cash flow management is also the key to a strong financial plan. If this is a goal you want to prioritise then we can work definately work with you to achieve this.

02.01.2022 Are you a self funded retiree receiving communications from your super fund about pension changes and not sure what it all means? Give us a call or click the link below to a fact sheet that outlines the changes.

02.01.2022 We have provided a Federal Budget snapshot so you can see what changes may affect you but contact us if you want to explore any of these changes further and how they specifically relate to your personal circumstances.

02.01.2022 If you need help navigating your way to better financial health then we are here for you.

02.01.2022 There are strict rules around accessing your super but in severe cases an individual may be able to seek access to a portion up to $10,000 if they meet certain criteria.