Insight Financial Planning Pty Ltd in Swan Hill, Victoria | Financial planner

Insight Financial Planning Pty Ltd

Locality: Swan Hill, Victoria

Phone: +61 3 5032 2888

Address: Level 1, 270 Campbell Street 3585 Swan Hill, VIC, Australia

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

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• Business service
• Business consultant
• Financial planner
• Insurance company

24.01.2022 COMPARING YOUR SUPERANUATION FUND Is your superannuation fund right for you? Do you have a number of different funds? Do you know the fees associated with your current super fund?... We can conduct a full review of your superannuation account and provide you recommendations which can help grow your retirement savings. Please contact our office on (03) 5032 2888 to arrange a suitable time for an appointment with John or Toni.

22.01.2022 This is Cathys last week at work for a while, as baby Violi is due in April. Congratulations Cathy and Don. from the team at IFP.

22.01.2022 Superannuation Reforms Are you looking to contribute to superannuation this financial year? Changes to superannuation contribution limits may affect you from the 1st of July 2017. ... These include Non-concessional contributions REDUCED to $100,000 per annum and Concessional contributions REDUCED to $25,000 per annum. If you are looking to make the most of your contributions this financial year or find out whether the changes to superannuation will affect you, please contact our office on (03) 5032 2888 for an appointment with either John or Toni.

21.01.2022 WHAT IS LIFE INSURANCE? Life insurance provides a one-off payment on your death (and in some cases, a terminal diagnosis) and can help your family: focus on living life without worrying about finances... stay in the family home - pay off the mortgage or cover the rent keep the kids at their school and make future education plans on-going day-to-day living expenses. WHAT IS TPD INSURANCE? TPD (Total & Permanent Disability) insurance helps you modify your lifestyle and gives you choice and options if youre left without the ability to return to work again. TPD insurance provides a one-off payment that can help you: fund lifestyle changes and home modifications cover the cost of long-term care or medical expenses pay off any debts including your mortgage fund an ongoing income for your family. To find out more about Life and/or TPD insurance please contact our office on (03) 5032 2888.

20.01.2022 Fraudulent ATO email alert Reports have been received of fraudulent emails claiming to be from the Australian Taxation Office (ATO). The emails contain malicious software that will infect IT systems, to steal user credentials and expose sensitive data to cyber criminals. If you suspect that you have received such an email, contact the ATO to verify if the email is genuine, and do not open any links or attachments in the email. Once a link or attachment on this email has been ...activated the data on your computer will become unsecure. For more information call the ATO on 1800 008 540 or visit: https://www.ato.gov.au//on/how-to-verify-or-report-a-scam/

20.01.2022 Did you know If you are self-employed you may be able to make contributions into superannuation which will enable you to claim a tax deduction and reduce your personal tax liability, as well as boost your retirement savings. Please note, there are set contribution limits and regulations as to who can currently make these contributions. ... Now is the time to review your annual income and discuss the benefits of Concessional Superannuation Contributions before the end of the Financial Year. For more information call our office on 5032 2888.

19.01.2022 Changes to superannuation contributions Due to the changes in superannuation contribution rules, your personal contributions into superannuation, may now allow you to claim a tax deduction. You can boost your superannuation balance and reduce your tax liability!... Give us a call to see how easy it is.

19.01.2022 WINNER WINNER! Congratulations to Tiana Sixsmith - you are the winner of our $100 Coles/Myer Gift Card competition. Please inbox us to arrange collection :)... Thank you to all who entered. Please keep an eye out for future giveaways. Happy Friday everyone.

14.01.2022 Did you know... In addition to your employer super guarantee contributions, you can boost your super by entering into a salary sacrifice arrangement with your employer, or commence making your own contributions where you may be eligible for government contributions. Give us a call on 50322888 to find out more.

14.01.2022 Congratulations Cathy on 10 years of dedicated service, looking forward to the next 10.

13.01.2022 This article is a good example as to why you should review your death benefit nomination within your super fund on a regular basis. Reviewing your super is a simple step to protect your families future. Call us today as we can help!

13.01.2022 WHAT IS TRAUMA INSURANCE? Trauma insurance (sometimes known as recovery insurance or critical illness insurance) helps take the pressure off, so you can spend your time focusing on recovering - not worrying about your finances! Trauma insurance pays you a one-off lump sum if you have a serious medical condition (like cancer, heart attack, stroke or an accident). You could use the benefit to:... pay your out-of-pocket treatment costs - or afford the best treatment available! make lifestyle changes so you can focus on healing - like permanently reducing the number of days you work take some time off work or take a stress-free family holiday. To find out more about Trauma insurance contact us on (03) 5032 2888.

10.01.2022 NEW POSITION AVAILABLE Administration Officer (Part Time) Insight Financial Planning is a fast growing Financial Planning Practice in Swan Hill that provides a range of financial products to a variety of clients ranging from young wealth accumulators, to retirees and business owners.... We are currently seeking a Part-time administration officer (15 hours per week) who can liaise effectively with our client base, maintain excellent relationships and work efficiently with our team. Experience in Word and Excel programs essential. Applications close Friday, 20th October, 2017 Position Description Available If youre interested in this role, please forward an up-to-date copy of your CV to: P. PO Box 1015, Swan Hill E. [email protected] or call us on 0409 961 852. www.insightfinancialplanning.com.au

10.01.2022 How important is your familys future to you?

10.01.2022 Celebrating our womens achievements this International Womens Day.

09.01.2022 The key to success is planning! #insightfinancialplanning #financialplanning #savings #wealth

08.01.2022 This is Cathy's last week at work for a while, as baby Violi is due in April. Congratulations Cathy and Don. from the team at IFP.

08.01.2022 COMPETITION TIME!! To celebrate the launch of our website we are giving away a $100 Coles Myer gift card. For your chance to win:... - Like our Facebook page - Tag 3 friends - Share this post Winner announced 10th February 2017. Dont forget to check out our website at www.insightfinancialplanning.com.au

07.01.2022 At Insight Financial Planning we believe its necessary to review your current situation and the suitability of your superannuation and insurance needs. We are happy to offer all our current and future clients a FREE OF CHARGE appointment to discuss how we can help you. Please contact our office on (03) 5032 2888 to arrange a suitable time for an appointment with John or Toni.

05.01.2022 Insight Financial Planning is proud to celebrate Vickis 10th anniversary with our team.. Thank you for your commitment.

05.01.2022 Celebrating our women's achievements this International Women's Day.

05.01.2022 People insure their and their but dont often insure their INCOME! PROTECT YOUR INCOME AS IT IS THE ONE ASSET THAT MAKES ALL OTHER ASSETS POSSIBLE!! Please contact us on (03) 50322 888 to ensure all your assets are protected.

05.01.2022 As a mother of two young children and a self-employed husband Toni understands the importance of ensuring your familys financial future is protected from the unknown. Toni is well placed to offer financial advice and is familiar with all obstacles and worries that can be brought upon a family. To help secure your familys financial future, please contact our office on (03) 50322 888 and make an appointment with Toni for a free financial review.

03.01.2022 Last chance! Winner announced tomorrow

02.01.2022 WHAT IS INCOME PROTECTION INSURANCE? Income Protection is exactly that - it replaces your income if you cant work due to sickness or injury. Its important because your income is what fuels your life today - and all of your plans for tomorrow! Income protection pays you a monthly benefit - just like your salary - and generally covers up to 75% of your pre-tax salary. The money can help you:... cover your mortgage or rent payments continue to make your repayments on your car take care of all your normal bills while you focus on getting better. To find out more about Income Protection please contact our office on (03) 5032 2888.