Engage Wealth Solutions in Leongatha, Victoria | Financial planner

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Engage Wealth Solutions

Locality: Leongatha, Victoria

Phone: +61 3 5606 4159

Address: 7, 18A McCartin Street 3953 Leongatha, VIC, Australia

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

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24.01.2022 The team from Engage Wealth Solutions would like to wish the Leongatha Parrots all the best in tomorrow's Grand Finals! Good Luck to the under 13 netballers & both the reserve & senior teams in the football!! GO PARROTS!

24.01.2022 Happy Friday! We hope everyone has a fun-filled long weekend ahead. The office will be closed on Monday however back to normal Tuesday.

23.01.2022 Here are a few of the key things to take away from the federal budget as outlined by our friends at MLC

22.01.2022 Just a quick message to let you all know that our office will be closed on Wednesday and Thursday this week as we will be attending the Accounting Business Expo in Sydney. We will be catching up with all of our providers and learning the best practices, so we can better support our clients.

22.01.2022 Active April 10 days in and we are on track! Our team has already clocked up over 25 hours of activity.... #activeapril #30minsperday #activeteam

20.01.2022 This week is Financial Plannning Week, this year's theme is #SharetheDream with the next generation - the #invisiblemoney generation! There are some great resources for you to do just this including a research report, an eBook, a quiz and much more - check them out here: https://hubs.ly/H0drbrn0

19.01.2022 This year our office is participating in Active April! Active April is a government initiative encouraging us all to do 30 minutes of physical activity a day during April. Would any one else like to join us in this challenge? If so click on the link, our team is EWS and password is ews. This is where you can register and track your progress, there is also an app available. We will share some updates of how we go.... There are also plenty of free activities available to participants through the month! (Instantly you can access 10 passes to Splash for example) If you would like me to send you a direct invite please comment your email address. https://www.activeapril.vic.gov.au/

16.01.2022 While we have been super busy here at the office we just wanted to share this wonderful grass roots charity that we have teamed up with; Little Big Steps! This charity has been established with the aim of improving the health and well-being of paediatric cancer patients through the use of interactive technologies & practitioner support programs for kids. Please take a moment to have a look, like & donate if you can

14.01.2022 This year’s Leongatha Fun Run is approaching - get involved, do something beneficial for your health and support a good cause. Entry fees donated to the Good Friday appeal! https://docs.google.com//1FAIpQLSdZT8j7lJ739nw8S/viewform

13.01.2022 This week we were lucky enough to have Brigid from Mary MacKillop join us for her year 10 work experience. Brigid joined us & learnt about the day to day running of a business & daily accounting work. Thanks for joining us Brigid & we hope you come by & see us soon.

13.01.2022 It's that time already! Get in and book an appointment today to have your 2018 Tax Return completed. Call (03) 5606 4159 or email: [email protected]

13.01.2022 Halfway through June already, having your paperwork organised always makes life much easier. This is a general list of what to have ready when we next meet with you. PAYG Payment Summary Interest income from banks and building societies... Dividend statements for dividends received Tax statements of managed investment funds Rental property statements from real estate agent and details of other expenditure incurred For share sales or purchases, the purchase and sale contract notes For real estate sales or purchases, the solicitor’s correspondence for the purchase and sale Any expenses related to your work you have not claimed from your employer Self-education expenses Travel expenses Donations to charities Payments for income protection or sickness and accident insurance Health insurance and rebate entitlement Family Tax Benefits received Commonwealth assistance notices Medical Expenses (if they relate to disability aids, attendant care or aged care services) IAS statements or details of PAYG Instalments paid Details of any transactions involving cryptocurrency (e.g., Bitcoin) Details of any income derived from participating in the sharing economy (e.g., Uber driving, rent from AirBNB, jobs completed through Airtasker etc.,) If you need any help, please contact us.

13.01.2022 It's hard to believe it is the middle of April already, have you started to think about your tax planning for 18-19 financial year? We have, please give us a call or book an appointment to discuss your needs.

09.01.2022 A tip for all the small business owners & tradespeople out there, if you’re considering making any asset purchases such as tools, equipment or motor vehicles - consider making these purchases prior to 30th of June 2019 to access the government’s $30,000 instant asset write off, contact us before making any purchases to discuss your eligibility for the write off.

05.01.2022 Don't get caught out, get ready now, June 30 is fast approaching.

05.01.2022 Are you thinking of implementing new accounting software? Do you need help with your current software? Kristian is accredited and able to help, phone us on (03) 5606 4159 or contact us here. More than happy to help.

05.01.2022 Happy Friday! Our office will be closed from 12 noon today. We apologise for the inconvenience, we will re-open on Monday the 23rd of July at 8am. Please feel free to email [email protected] or [email protected] if you need any assistance. ... Thanks

04.01.2022 Do you need to do some tax planning? Not sure what tax planning is? We can help, book an appointment today. Phone (03) 5606 4159... https://www.ato.gov.au/General/Tax-planning/

03.01.2022 Quick message to let all our clients know that our office will be closed Monday, Thursday & Friday of next week, sorry for the inconvenience, however we still have lots of capacity to assist with lodging Dec QTR BAS. Call us today 56064159!

02.01.2022 Well that's our first year done & dusted, thank you to everyone who has joined us along the way, it has been a pleasure working with you all. Please note our office will be closed from the 24th of December and re-open on the 7th of January, 2019. We wish you all a very Merry Christmas & a Happy New Year.

01.01.2022 Happy EOFY! Another year done & dusted. Our appointments are filling quickly, please call us on (03) 5606 4159.

Engage Wealth Solutions in Leongatha, Victoria | Financial planner