Envision Financial in Canberra, Australian Capital Territory | Financial planner

Envision Financial

Locality: Canberra, Australian Capital Territory

Phone: +61 2 6260 4749

Address: Level 1 Suite 2, 44-52 Townshend Street Phillip 2606 Canberra, ACT, Australia

Website: https://www.envisionfinancial.com.au

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• Investing service
• Financial planner

24.01.2022 Did you know that Capital Gains Tax applies to other assets, not just investment property? But what is it exactly and how is it calculated? Our own Financial Planner Luke Smith joined 2CC last Friday for the next episode of our ‘Ask an expert’ series. Luke was joined by Rhys Kyburz of RSM Australia. If you missed the show, catch up on the free podcast here: https://www.envisionfinancial.com.au/luke-on-2cc-capital-ga First time advice clients receive a free initial appointment to explore how we might assist achieve your financial planning goals. We can also refer you to Rhys if you have accounting and tax questions. To make an appointment to speak with Luke about your financial planning options, call us on 6260 4749. Envision Financial is open for business and we’re taking face to face appointments as well as video appointments

22.01.2022 Are you a member of the PSS or the PSSAP super funds? These funds operated by the Government help members save for their retirement. But do you know how they work? Our own Financial Planner Luke Smith joined 2CC last Friday to talk about the PSS and PSSAP. If you missed the show, catch up on the free podcast here: https://www.envisionfinancial.com.au/luke-on-2cc-pss-and-p/ First time advice clients should make an initial appointment to explore how we might assist achieve your financial goals. It might be helping you understand your super fund or perhaps help you set a retirement plan. To make an appointment to speak with Luke about your financial planning options, call us on 6260 4749. Make 2021 the year you take control of your financial life.

21.01.2022 Is the house you’re living in too big? Have the kids grown up and moved out? You might be interested to learn about the downsizing legislation. Did you know you might be able to downsize your home and put the money into super even if you’re not working? Our own Financial Planner Luke Smith joined 2CC last Friday to talk about the issues you might consider before you make the decision to downsize. If you missed the show, catch up on the free podcast here: https://www.envisio...nfinancial.com.au/luke-on-2cc-downsizin/ First time advice clients receive a free initial appointment to explore how we might assist achieve your retirement and financial planning goals. To make an appointment to speak with Luke about your financial planning options, call us on 6260 4749. Envision Financial is open for business and we’re taking face to face appointments as well as video appointments

16.01.2022 Chances are we all know someone who has had cancer or a heart attack, but is there anything you can do financially to protect yourself? Well there is and it’s called trauma cover. Our own Financial Planner Luke Smith joined 2CC last Friday to talk about what trauma cover is and share his top tips for thinking about it. If you missed the show, catch up on the free podcast here: https://www.envisionfinancial.com.au/luke-on-2cc-what-is-t/ First time advice clients receive a free initial appointment to explore how we might assist achieve your financial goals. It might be growing your super or it might be helping you with trauma cover which is not covered within your super. To make an appointment to speak with Luke about your financial planning options, call us on 6260 4749. Make 2021 the year you take control of your financial life.

15.01.2022 Planning for the worst is sometimes planning for the best. That’s the case with life cover, which can pay off debt or be used to provide income if something happened to you or your partner. Our own Financial Planner Luke Smith joined 2CC last Friday to talk about what life cover is and share his top tips for thinking about it. If you missed the show, catch up on the free podcast here: https://www.envisionfinancial.com.au/luke-on-2cc-what-is.../ First time advice clients should make an initial appointment to explore how we might assist achieve your financial goals. It might be growing your super or it might be helping you with life insurance cover to protect what’s important. To make an appointment to speak with Luke about your financial planning options, call us on 6260 4749. Make 2021 the year you take control of your financial life.

11.01.2022 Most people like getting a tax deduction but can you get a tax deduction on your personal insurance? Personal insurance covers income protection cover, trauma cover and life cover. Our own Financial Planner Luke Smith joined 2CC last Friday to talk about tax and insurance and share his top tips for thinking about it. If you missed the show, catch up on the free podcast here: https://www.envisionfinancial.com.au/luke-on-2cc-is-insura/ First time advice clients should make an initial appointment to explore how we might assist achieve your financial goals. It might be helping you with insurance cover to protect what’s important or it might be investment or super. To make an appointment to speak with Luke about your financial planning options, call us on 6260 4749. Make 2021 the year you take control of your financial life.

10.01.2022 Great visit from Mark talking about how to buy property stress free. We look forward to getting him back in to keep sharing what he knows.

08.01.2022 What is your greatest asset? When you actually stop and think about it, it’s probably your income. That’s one reason why income protection cover is important. Cover can also be tax deductible. Our own Financial Planner Luke Smith joined 2CC last Friday to talk about what income protection is and share his top tips for thinking about it. If you missed the show, catch up on the free podcast here: https://www.envisionfinancial.com.au/luke-on-2cc-what-is-i/ First time advice clients receive a free initial appointment to explore how we might assist achieve your financial goals. It might be growing your super or it might be helping you with income protection. To make an appointment to speak with Luke about your financial planning options, call us on 6260 4749. Make 2021 the year you take control of your financial life.

06.01.2022 Let’s hope people have some savings in place

06.01.2022 A new banknote arrived today - see the link below for more information

04.01.2022 You probably last thought about exchange rates when you last went overseas but if you have international investments in your superannuation, you should probably learn about currency hedging. Our own Financial Planner Luke Smith joined 2CC last Friday to talk about what currency hedging is and how it provides more investment certainty. If you missed the show, catch up on the free podcast here: https://www.envisionfinancial.com.au/luke-on-2cc-currency-/ First time advice clients receive a free initial appointment to explore how we might assist achieve your retirement and financial planning goals. To make an appointment to speak with Luke about your financial planning options, call us on 6260 4749. Envision Financial is open for business and we’re taking face to face appointments as well as video appointments.

04.01.2022 With interest rates so low right now, some people might be thinking it’s the right time to get an investment property. But before you jump in, make sure you know what you’re getting yourself into - including why you're buying one. Our own Financial Planner Luke Smith joined 2CC last Friday to talk about the issues you might consider before you make the decision to buy an investment property. If you missed the show, catch up on the free podcast here: https://www.envisionfinanc...ial.com.au/luke-on-2cc-investment First time advice clients receive a free initial appointment to explore how we might assist achieve your investment and financial planning goals. To make an appointment to speak with Luke about your financial planning options, call us on 6260 4749. Envision Financial is open for business and we’re taking face to face appointments as well as video appointments