Fiducian Financial Services Gosford in Erina, New South Wales, Australia | Financial service

Fiducian Financial Services Gosford

Locality: Erina, New South Wales, Australia

Phone: +61 2 4312 7868

Address: Suite 1/ 28 Barralong Rd 2250 Erina, NSW, Australia

Website: https://www.fiducian.com.au/tony-davies-financial-planner-gosford-nsw

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24.01.2022 I know one client will like our new wall......good morning Ray Gibson.....is this blue enough you?

24.01.2022 In case you missed it, our Fiducian Funds performance is available for you to view here. Our four Diversified Funds are ranked in the top five over a 7-year per...iod, based on the Morningstar survey. See the latest Funds performance here. https://bit.ly/2Pi0x0f #Investments #Financialplanning #FiducianFunds See more

23.01.2022 Wishing all the Dads out there a very Happy Fathers Day. Hope you get to enjoy with family.

22.01.2022 There is no doubt we are in extraordinary times so we have gone ahead and compiled the top five expert finance tips to help you now and into the future. Our Fi...nancial Planners have been at the front-line helping our clients financially through the crisis. These top tips can help you and your family too. Read the top tips here: https://bit.ly/3cl8dK6 #Financialplanning #Financetips See more

22.01.2022 With a bit of bad news from a client recently this is timely

21.01.2022 I dont know if Ray loves Fiducian or this is what happens when a Rangers fan sees a blue wall but as usual it was great to have Ray and Eileen down for a visit

21.01.2022 Have you notified Centrelink of your new account balances? If you are being assessed against the Assets test you could be eligible for an increase in benefit from Centrelink. For all Fiducian clients these figures were provided on your behalf yesterday :)

20.01.2022 Finally, we see some light at the end of the tunnel. Restrictions are being lifted slowly and we are getting closer to being back to normal. Jackie and I will continue to work from our home office for now and will reassess over the coming week or so. Having said that it is business as usual. If you need us, feel free to call. Please continue to be vigilant and stay safe. Talk to you all soon.

20.01.2022 Bandits at 2oclock......oh no....just two of our favourite clients

19.01.2022 We recently came across these great ways to manage stress during the current #Covid19 pandemic. Stress varies for everyone and goes deeper than ever when we ar...e filled with uncertainty. Sadly many of us dont know what the future holds in regards to our jobs, health and finances. World Health Organization (WHO) released these tips on how we can manage our stress levels during these tough times: 1. Turn off the News - give yourself a break 2. Be healthy - look after your body 3. Unwind - Set time aside to do what you really enjoy 4. Stay connected - talk to your friends and family #stayhome #fiducian

19.01.2022 Start the conversation about retirement planning. Its never too early, never too late. Make a time to have a chat with us and we can explain how some exciting new software can take a lot of the guesswork out of retirement planning.

19.01.2022 Nobody can say our clients dont take Covid seriously at Fiducian Financial Services Gosford. One of our "special" friends came prepared for anything today. Lets just say it was a SMALL amount of overkill .......bit hilarious nonetheless.

18.01.2022 Painting team is on the job at the new office Will be open for business soon...STAY TUNED

16.01.2022 Trips to Office Works never end well.......look what has now taken pride of place on Jac's desk

15.01.2022 Here is the latest Economic Commentary from Conrad Burge, the Head of Investment at Fiducian

15.01.2022 Dont be afraid to ask the question, and dont be afraid to tell someone how you feel. Jackie and I are here and the kettle is firing if anyone ever needs a chat. https://www.ruok.org.au/

15.01.2022 Here is an interactive page to show you how vulnerable you are to COVID in your postcode.........we are 71% at risk in 2250, and only 38% over the hill in Terrigal.........we are on the move :) https://public.tableau.com//AverageSusceptibilityRiskScore

15.01.2022 31% of retirees are more likely to be prepared and confident in their retirement since working with a Financial Planner. We all have a vision of how we would ...like our retirement to be but do we know how to get there? There is more to your retirement plan than just deciding on a dollar figure to get you through. Speak to an expert today. https://bit.ly/2LHqups #Retirement #Financialplanning #Fiducian #Austrlia

15.01.2022 Wishing all the Dad's out there a very Happy Father's Day. Hope you get to enjoy with family.

14.01.2022 Reaching your money goals can take time. Planning for the future will help you achieve the financial freedom you want. Not sure where to start? We are here to help: https://bit.ly/2LHqups #Moneygoals #Investments #Financialfreedom #Fiducian #Financialplanning

13.01.2022 Ok......so THIS look would be the look you get when you ask her why she is finger painting

12.01.2022 Ranked 1/162 by Morningstar in May 2020, the #Fiducian Growth Fund is a diversified fund with strong long term performance. Combining twenty-six (26) specialis...t fund manager portfolios under the Fiducian Manage the Manager System, the #FiducianGrowthFund supports #Financial Advisers and #investors who seek above average returns with lower than average volatility. Read about the Fiducian Growth Fund here. https://bit.ly/30PNQ2h What to know more about Fiducian Funds. Contact your Fiducian Financial Planner #Financialplanning #investment #Financialfreedom See more

12.01.2022 Nobody can say our clients don't take Covid seriously at Fiducian Financial Services Gosford. One of our "special" friends came prepared for anything today. Let's just say it was a SMALL amount of overkill .......bit hilarious nonetheless.

12.01.2022 Don't be afraid to ask the question, and don't be afraid to tell someone how you feel. Jackie and I are here and the kettle is firing if anyone ever needs a chat. https://www.ruok.org.au/

12.01.2022 The Australian Government has announced new restrictions as #Covid19 continues to develop. For our clients and community, Fiducian remains open with staff having the option to work from home. Appointments with your financial planner will still proceed with video or telephone conferencing. If you have an appointment with a Fiducian Financial Planner scheduled, please contact them directly to arrange the best method for you to move forward with your appointment. #fiducian #wereopen #stayhome

11.01.2022 Football is a game of two halves........well so is investing...... https://youtu.be/TZXb2Rneqhs

11.01.2022 Just arrived at the office and our neighbours have clearly had enough of people from the bakery parking in their car parks. Here is the sign they have had installed on one of their spaces

10.01.2022 I am currently working on a client file for a client who has Australian Super. In an attempt to show them how much their super has dropped I have just contacted Australian Super to obtain the balance. Unfortunately, Australian Super are "refusing" to take calls at this time unless they deem them to be urgent in nature. How did they determine if it was an urgent call??? I pressed 3 for Financial Adviser on their automated system. The system told me they are refusing calls and it hung up on me. Having a Financial Adviser who is on your side, working with you has never been more important than now. Industry Funds say a lot of the right things, but their actions show they dont quite mean them all Im afraid.

10.01.2022 Warning........I am going to get into MASSIVE trouble for this post......and I dont care As you may know we are moving office. As part of that process Jackie has been calling all of our clients individually to let them know the new contact details. Today was a show stopper. She called an 86 year old man, who lives aboiut 45 minutes away and started with the usual....."Hello Ted, how are you going....." but Ted wasnt going very well, he had cut his foot over 4 hours ago, and c...ouldnt stop the bleeding. Ted is on blood thinners so it was potentially a big problem, and he also had no family he could call...... Jackie jumps in the car, and drives over to him. He has left a trail of blood all through the house, he is sitting in the bathroom trying to stop the flow with toilet paper.....the 6th roll. She cleans it, bandages it, puts him up in his bed, elevates it to help slwo the bleeding, and sits there talking to him for over an hour while she makes sure it has stopped. Apparently she knows as much about his family now as he does. Oh and before she left.......she mopped up all of the blood from the floor..... So I just want everyone to know what I already know. This woman is amazing. She could have just called an Ambulance, but she went and made sure he was ok, and made a difference in his life. I love you Jackie.

10.01.2022 Just had some awesome feedback from a client that I thought I would share with everyone. Its a fairly long read, but we appreciated every moment of it. Thanks Doug and Cherylin.... Enjoy.......... My wife Cherylin and I both commenced full time employment in the 70s....Continue reading

09.01.2022 Fiducian Diversifed Funds gain top 10 ranking for 10 years The results are outstanding as long-term performance continues to prove to be a leading strategy.... The Fiducian Balance Fund returns 8.5% and ranked 6/167 for ten years. The Fiducian Capital Stable Fund returned 5.9%, ranking 6/104 and the Fiducian Growth Fund returns 9.2%, ranking 1/167, all for ten years. The Fiducian Ultra Growth Fund achieved great returns with 10.5% and ranking 1/105 for ten years. https://bit.ly/3r9FNcn Results are accurate as of 31 January 2021. Source: Morningstar Direct 2021, Overall Morningstar Rating #financialplanning #investing #FiducianFunds

09.01.2022 The daughter in law of our the client Jackie helped out yesterday just dropped by the new office to give her a gift. Shes a happy and embarrassed girl today.....oh and by the way....Im calling her Florence Nightingale these days too

08.01.2022 Our new signage is up and looks great. However the office manager is getting a pay cut for tricking me with that video (video in comments)

08.01.2022 Stay cool & safe everyone and enjoy your day

08.01.2022 All the new signs are in place, with these great banners to help everyone see where we are. A couple of Car Park spaces reserved for our valued clients as well. We are looking forward to seeing you all, and hopefully Tony doesnt have me out the front holding the banners in the wind like in these pictures

07.01.2022 Hi everyone, I hope you all had a safe and happy Christmas and New year period. Jackie and I would just like to let everyone know that with the recent changes to the Covid rules in greater Sydney (yes including the Central Coast) we have a supply of face masks and filters if you need one. Just message us and we can arrange to catch up for a drop off.... Take care and we will see you all soon

06.01.2022 Here is the latest Investment Strategy Report from Conrad Burge and his team.

05.01.2022 This is just one reason why investing in superannuation funds which invest in unlisted assets is a worry. https://www.afr.com//hostplus-changes-rules-to-freeze-with

05.01.2022 Wishing all of the Mums out there a very Happy Mothers Day for this Sunday.

05.01.2022 An interesting read. Hostplus "independent valuers" have not disclosed exactly why, or for that matter how, but they have been able to increase the value of unlisted property holding just in the nick of time for the end of the financial year. As the article says, this will have a flow on of assisting with inflows of future investment based on the newer, higher returns they can now quote, as well as assist the management team achieve their targets and thus bonuses. Very convenient timing you might say.

04.01.2022 Well, the next hour should be interesting with the mad Scotsman due in for his review meeting in 10 minutes on the day his beloved Rangers clinched the title back home in Scotland........Lucky Liverpool lent you Stevie G is all I can say Ray

04.01.2022 "They shall grow not old, as we that are left grow old; Age shall not weary them, nor the years condemn. At the going down of the sun and in the morning We will remember them."

03.01.2022 A little bit of light reading for a Sunday. This is Fiducians take on the next few months.

03.01.2022 Please take the time to read the latest Economic Update from Conrad Burge. If you have any questions or would like to meet to discuss anything, please feel free to touch base.

02.01.2022 Exciting news. We picked up the key for the new office today. We have moved a few things in, but need to wait on some furniture and a wall before we can start seeing clients there. Stay tuned for more news as it breaks lol.

01.01.2022 With the Federal Budget handed down, this week Fiducian has provided this handy overview to help us wade through the detail. If you are interested in anything or would like more detail, please feel free to ask.

01.01.2022 The fashion accessory of 2020. Jackie and I have a supply of masks available for any clients who are concerned and wanting a little extra protection. Stay safe everyone

01.01.2022 This article makes for some interesting reading. The March 2020 quarter being one of the worst 10 ever on the US market, and look right next to it, The June 2020 Quarter is one of the best 10.