Epona Financial Guidance in Ringwood | Financial planner

Epona Financial Guidance

Locality: Ringwood

Phone: +61 3 9847 0088

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• Financial service
• Financial planner

25.01.2022 https://www.womeninfocus.com.au//The-new-breed-/ba-p/14517

24.01.2022 It's starting to feel a lot like Christmas, so if you are looking for some Christmas gifts, why not a book? Check out the first chapter for free and order online at www.eponafg.com

23.01.2022 Aged Care Advice - Emotional but rewarding (As featured in Wealth Professional 28/2/2013) By 2020 18% of aussies will be over 65, and many of those will be already in or heading for an aged-care facility. Clearly this is too big a client sector to ignore, but what about the way you provide them with advice? Most agree it requires a very different approach. More and more advisers are looking to the area to get involved in it, because of the changes coming in with FoFA, but yo...uve got to be a fee-basis business, says Lisa Duggan from Epona Financial Guidance, which specialises in aged care financial planning. There is often no on-going advice or reviewing of products required, she says, so if your model has been to charge asset-based fees, its not going to work. More complicated issues such as different family dynamics that cant always be planned for often need to be taken into account. Power of attorney will often rest with a clients adult children, and Duggan, for example, has had cases where the power of attorney has had to be revoked because children were acting in their own best interests, rather than their parents. Aged-care advice is very rewarding but also emotional, so Duggan suggests that if youre not an empathetic person, you shouldnt operate in this sector. Its a really emotional time for the person thats perhaps moving into residential care anyway, she says. Even if Im dealing with the power of attorney, if mum or dad come to the meeting Ill make sure Im addressing them, and getting their input, because so much control is taken away from them. Its a very emotional time. Duggan thinks there needs to be more uniformity in the industry if planners intend to keep up with the ageing population and specialise in aged care. She says an industry-wide accreditation would reassure aged-care facilities that they could send their clients to planners with a tick next to their name, and the right outcome would be reached.

23.01.2022 Celebrations about to start......This Thursday sees the launch of "It's Your Life," written by our very own Lisa Duggan. Very exciting!

22.01.2022 So true. Don't forget to unplug. X

22.01.2022 I was humbled to be one of the finalists for the recent Money Management Fund Manager of The Year Awards, Financial Planner. BIG congratulations to Joseph Hoe! What did strike me on the night however was the distinct lack of women participating in the award categories. Where were you? The financial services industry has in the past been male dominated, but the times are a changing. At times I whether us women are hesitant to put ourselves forward (that was me a couple of years ago), but I would encourage you to get out there and go for it, there's nothing to lose!

16.01.2022 Talking Lifestyle is now broadcast to Sydney, Melbourne and Brisbane. Here's my latest gig with Dee Dee and Tim. https://omny.fm//the-morning-mix/the-minefield-that-can-be

16.01.2022 https://eread.com.au/c48/73273

15.01.2022 Humbled, shocked, blown away....ecstatic!

14.01.2022 A BIG thank you to everyone for their wonderful support. We are pleased to announce that not only is "It's Your Life" available for purchase but that our new web site www.eponafg.com is up an running. What a week!

11.01.2022 Such a good one.

11.01.2022 Got a pleasant surprise to read this...

11.01.2022 Feeling very surprised and honoured to be named one of five finalists nationally. Woo hoo!

11.01.2022 Great article. Think we all at times are guilty of losing focus on what really matters. Let's all take a deep breath and slow down.

10.01.2022 Pleased to be working with the fantastic 2UE Lifestyle program https://omny.fm//why-western-attitudes-to-money-is-holding

09.01.2022 Good question. http://mbg.to/jYRNWfe

09.01.2022 We know that these times are unnerving for all and concerns abound about the impact on the economy and investment markets with talk of recession and even depression so we hope you find the below article from AMP Capital helpful.

05.01.2022 Nice article published on the Stella Network Here is the link to the article: http://www.stellanetwork.com.au/lisa-duggan-wins-money-man/

03.01.2022 Merry Christmas to all....see you in 2018

01.01.2022 Ever feel like you're on a daily treadmill? That there must be more? Long for some "me' time? Feel like you're never getting ahead financially?........If that sounds like you, check out "It's Your Life -Live it, control it, afford it....love it!" http://www.eponafg.com/www/content/default.aspx?cid=690