EagleView Coaching in Gordon | Financial planner

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EagleView Coaching

Locality: Gordon

Phone: +61 2 9956 7999

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25.01.2022 Ever considered owning your parents home? https://www.linkedin.com//urn:li:activity:6316391760520187

25.01.2022 Thought you might be interested to know about the volunteer work we do with Chloe through Delta. We've just finished a 2 year gig with a retirement home and we're off to a home for troubled teenagers.

24.01.2022 There's a critical mass issue here. The culture does not change unless there are enough men and women supporting change.

23.01.2022 If, like me , you recently received notice from your health fund that premiums were going up from 1st April (unfortunate choice of dates), here are four tips to making a good decision when you're Work out the name and type of cover you are on for hospital and extras, the premium and the type of Government rebate you are receiving. Its probably all on the notice you received. Most insurers have a high, moderate and budget cover for both hospital and extras. Apply a rule o...f thumb: if you are a high user of the extras, then you should consider the highest level of cover as it generally has the highest limits. If you feel its too expensive fair enough, but make a conscious choice for the trade-off. Go to www.privatehealth.gov.au and download the standard information sheet for your insurer and cover. Hint: there's a search box in the top right. Make sure you get the right state, the stamp duty is different between states. This will give you the limits and sub limits in a standard way that can be compared between funds. Pick 2 other insurers that you're interested in and call them for quote. Remember, they will pretty much always come up with something that is cheaper for you. Grill them about the limits compared to what you currently have! eg some insurers will pay you 60% of the cost, others have high total limits but lower sub limits. Get them to email the quote to you - with the standard information sheet - DO NOT EVER EVER make a decision in anger on the spot!! Then ring your current insurer and ask them (nicely) why they are more expensive. Explore the limits and cover amounts. If they still sound OK, one of the easy ways to reduce the premium is to increase the excess - most funds offer zero, $250 and $500 - with no change to your cover. Also, most insurers have a "retention team", push hard enough about leaving and you'll get put through to them. They can do deals... Finally, make a good decision by consciously trading off cost and features when you are calm and informed. Changing insurers comes with exclusion periods and some risks that you will likely only discover when you're ill or injured and go to make a claim. Not a good look. Remember your current insurer should want to help you as they want to keep you One final note, there are now quite a few sites that offer comparisons for health funds. Be very careful. DO NOT let them talk you into a change on the spot while you're on the phone. Ask for a quote to be emailed/mailed. The site owners usually receive a commission from the insurer and those rates vary between insurers, so its not a level playing field. They also offer special deals to get you in and either the premium goes up very quickly after 3, 6 or 12 months or the fine print on the benefits proves to have lots of what I call "weasel words". Disclaimer: This is general advice and you should consider your own circumstances and the specific product documents before making a decision.

22.01.2022 Putting aside the disaster that is the Sydney train network this week, here are some simple ideas to make the transition from holiday mode to work mode a bit easier http://www.abc.net.au//how-to-beat-back-to-work-st/9317992

22.01.2022 Having a family member living with you can be very rewarding, but it does need be documented so everyone understands. http://www.wmdlaw.com.au/services/granny-flat-agreements

21.01.2022 Are you someone DIY finances? There is a lot you can do yourself but you can't do it all and there are times when you actually need a specialist. You wouldn't operate on your own heart, so why would you structure your own pension? The tag line to this blog is "You can get all the benefit of the expertise that you need if youre an informed consumer." and I think there is merit in the approach. Read on while you much on our hot cross buns... https://donezra.com/you-dont-need-to-become-an-expert/

21.01.2022 This video really resonated with me. Apologies in advance for a few f-bombs, but look past them, his message is good. https://www.linkedin.com//urn:li:activity:6356872076971831

21.01.2022 Looking after your parents finances will become increasingly necessary as the baby boomers move into and past retirement. Are you prepared? http://www.eagleviewfinancial.com.au//looking-after-your-f

21.01.2022 Whether you decide to vote yes or no on the marriage equality issue, do not be deceived into thinking that the automatic rights that apply when you get married are the same for defacto relationships. http://www.eagleviewfinancial.com.au//what-happens-to-my-f

20.01.2022 As my "office" moves to being more flexible, probably my biggest challenge is the tradeoff between the heavier but more powerful Mac Book Pro or my ipad, which at least looks like I'm working!

19.01.2022 There was a reason plants used to be fashionable interior decorations - they're good for you! https://www.edengardens.com.au//Plants_are_Good_for_Your_/

18.01.2022 Ever thought why it might be good to unplug from your phone for a bit? https://www.linkedin.com//urn:li:activity:6332183131273125

17.01.2022 The MoneySmart web site has some great info and useful tools. Check it out.

17.01.2022 We've have both joint and separate bank and credit card accounts and we share the bills. what do you do in your family?

16.01.2022 An interview with Penny on saving tips. Thanks Jess!

15.01.2022 We like eagle pictures

15.01.2022 My experience is that people learn a great many habits from their parents, not the least about money - even if its not discussed! Good or bad, conscious money habits help you understand things that might be holding you back. http://www.abc.net.au//five-ways-to-fix-bad-money-/9336492

14.01.2022 Tonight you will be one in 25 million - but then we knew that, right? http://www.abc.net.au//australia-population-set-t/10077100

14.01.2022 Some great savings tips.

10.01.2022 So it seems women feel they are just at good at managing money as men. So far so good. So why is investing so daunting for women? My theory, having worked in investment markets for a very long time, is the language is that of male dominated culture. I mean really, what woman would ever use "skin in the game"? https://www3.colonialfirststate.com.au//why-women-and-men-

10.01.2022 Yep. And nary a 'p' word in sight!

09.01.2022 We are big supporters of the RSPCA. This year we will be walking on the central coast. Come and join us - or make a donation to our fundraising. We raised $500 last year and we're looking to beat it! Details to be released shortly.

09.01.2022 Some useful suggestions if you have aging parents or are fifty-something yourself.

09.01.2022 Good advice from a great man "One, remember to look up at the stars and not down at your feet. Two, never give up work. Work gives you meaning and purpose and life is empty without it. Three, if you're lucky enough to find love, remember it is there and don't throw it away." Stephen Hawking.

04.01.2022 It might be hard to ask for help, don't just worry about it. Get help.

04.01.2022 As they say, a man is not a financial plan...

04.01.2022 Every day maths. What a brilliant idea. Worth watching on iview if you didn't see it.

02.01.2022 "They'll carry me out of here in a box" - how many times have you heard that? Most oldies I know leave decisions about being looked after until some health crisis occurs. And I get that. But its a very poor way to make life changing decisions when a little bit of homework will go a long way.

02.01.2022 What a fabulous idea. With a parent who deals with this evil disease every moment of every day, I know just how much he values a safe environment.

02.01.2022 've long been an advocate of the proposition that there is nothing "self managed" about self managed funds. For most people - even me, surprising as it might seem - it just means you need to manage a tribe of people who like to call themselves "specialists". Unless you have a particular reason to need to control your super (and not just because your accountant says so), then pay someone else to do it. And get on with your life ;) http://moneymag.com.au/shouldnt-smsf/

01.01.2022 Christmas can be an expensive time of year. Here are some tips from a new initiative from the Money smart team

EagleView Coaching in Gordon | Financial planner