First Advice Solutions in Adelaide, South Australia | Financial planner

First Advice Solutions

Locality: Adelaide, South Australia

Phone: +61 1300 450 000

Address: 450 Pulteney Street 5000 Adelaide, SA, Australia

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

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• Local service
• Investing service
• Financial planner

25.01.2022 Good afternoon, Lets face it, budgets are rarely not tight. We all like a way to save a few extra dollars & maybe we are able to help you do this. Many of you know we are specialists at Retirement & Investment Planning, but we all also have other ways to help our clients, such as :... Reviewing your Home Loan arrangements we have the ability to get you a better home loan deal through our partnership with Balanced Finance Partners. They have over 30 different home loans to choose from. If you havent reviewed your home loan in the last 3 years, then contact our loans specialist, Andreina today. How about a better car, home & contents insurance deal through our partnership with Allianz. We can get you a 10% discount off the standard premium costs. Contact us and lets see how we can help you save today

24.01.2022 The next generation came to visit the office, with Megan getting cuddles from Deannas baby Bodhi and Megans sons, Hugo and Marley making sure everything is in order at Pulteney Street!

24.01.2022 Heres our free guide to living a richer life from 50 to 100. Download now.

23.01.2022 We spend a lot of our waking hours helping our clients prepare for and then enjoy their retirement. So to see one of our own team do just that, is very satisfying. Renate and Tracey first worked together 28 years ago at Local Government Super and developed a strong friendship then. They have worked together in various roles since and Renate has become a key member of our team since we applied for our own Financial Services Licence. Her enthusiasm and bubbly personality is inf...ectious and will be missed by us all. Renate has a lot of walking plans and a big family of grandchildren she and her partner, Peter like to spend time with. She wont be a complete stranger as we may drag her out of retirement yet! We would like to thank you for everything you have done for us Renate and wish you all the very best for your retirement.

23.01.2022 After the passing of his father in March and following a long 7 months, Warwick and Tracey were finally able to visit Warwick's mother, who is suffering from Dementia, in her Aged Care facility in NSW. Even though he is wearing a mask and his smile is hidden, you can see the happiness and joy for them both to finally be reunited.

23.01.2022 As if Covid-19 isn’t enough to contend with? Scammers are hard at work trying to get your information, for their own good. The Australian Competition & Consumer Commission (ACCC) has launched a podcast series for this year’s National Scams Awareness Week to provide Australians with tips on how to protect their personal and financial details from scammers. The five-episode podcast series, This is Not Your Life, is produced by Julian Morrow, the creator of ABC TV’s consumer ser...Continue reading

21.01.2022 Are your wishes protected? https://firstadvice.sharepoint.com//Your%20wishes%208.17.p

21.01.2022 What makes a successful financial planning firm? When Centrepoint sought to identify the best firms in our community, we enlisted some of the best names in the ...business to help us. Editor at Large of Professional Planner, Simon Hoyle, shares his experience as a judge of the Advice Firm of the Year Awards and the process we went through to select our winners, Citadel Wealth Solutions , Stephens Plattfuss & Co - SPC Group and First Advice Solutions. https://hubs.ly/H090Tzv0

21.01.2022 Firstly, Happy New Year from all the team at First Advice Solutions. If you were like me, you probably couldn’t wait to tear down the 2020 calendar & thrown it in the recycling bin. What an awful experience for all it was. We started with the terrifying bushfires all over the country, devastating regional communities by destroying homes, businesses & untold numbers of stock & wildlife. The pictures on the news were horrific & for many of us, almost too hard to comprehend. Th...Continue reading

21.01.2022 Please share this around. Already this year in Australia, over $26 million has been reported lost to investment scams. Be aware and educate yourselves on how to avoid scammers. https://www.scamwatch.gov.au//beware-investment-wolves-kno

20.01.2022 Everything that is old, is new again Part 1 By Warwick Edwards Recently two long-standing & close clients of ours were in my office to discuss their retirement plans. Both had served in the Army during their careers & when we meet, we often compare war stories. Anzac Day this year we even shared a shot of rum before the march. ...Continue reading

19.01.2022 Can you afford your children? Warwick Edwards offers some interesting stats on the cost of raising children. https://firstadvice.sharepoint.com/_lay//guestaccess.aspx

18.01.2022 How women are different. An insight to women and financial planning written by Tracey Edwards https://firstadvice.sharepoint.com/_lay//guestaccess.aspx

18.01.2022 We are very excited to be featured in today's Money Management.

17.01.2022 Banking, superannuation and Financial Services Royal Commission..... Our latest article by Warwick Edwards https://firstadvice.sharepoint.com//EWcjE6mIGjhAvZUovabSnS

17.01.2022 Can you have your smashed avo and eat it too? https://firstadvice.sharepoint.com/_lay//guestaccess.aspx

16.01.2022 As some of you may know, Tracey is Chair of EBL Disability Services. Tracey was recently featured in the FPAs (Financial Planning Association of Australia) Money and Life magazine and we are pleased to provide you with a copy of the article here.

15.01.2022 To view our latest Prepare for Life newsletter, please click the link below. https://firstadvice.sharepoint.com/_lay//guestaccess.aspx

14.01.2022 We are very excited to be featured in todays Money Management.

14.01.2022 Were pleased to announce the arrival of Marley James Biar, second son for our Client Services Officer, Megan. Marley was born on 18/5/2018, weighing 3.56kg and 50cm long. Megan, Russell and big brother Hugo are smitten and all doing well.

13.01.2022 Another scam to watch out for.

13.01.2022 Covid-19 has had a lot of negative consequences for the community as a whole. The disease itself represents a real threat to our way of life let alone the impact on our economy. Unfortunately crisiss like these bring out the good & bad in society. One of the bad consequences is the rise & rise of scams targeting people who may be vulnerable. Below is an extract of a media release from the ACCC which I would recommend you to take the time to read please? Australians are being...Continue reading

10.01.2022 Thank you for your patience and flexibility in recent months as we’ve all changed the way we work in response to the COVID-19 situation. With social restrictions starting to ease, we’re happy to say face-to-face meetings will hopefully be possible again soon. We are monitoring developments every day to ensure we are at the forefront of the situation. We’ll be starting face-to-face meetings again, with caution, to ensure we take care of the health, safety and well being of our... clients, our team & families. As guided by Safe Work Australia, we’re preparing our office to make sure we provide a clean environment that can facilitate social distancing and hand sanitizing practices. We’ll be in touch again when it’s time to schedule your next appointment, at which time a face-to-face meeting may be possible. Or, if you’d prefer, we’ll be happy to meet with you via Zoom or over the phone. In the meantime, please take care and enjoy spending more time with friends and family as restrictions ease.

07.01.2022 Here's our free guide to living a richer life from 50 to 100. Download now.

07.01.2022 Yesterday we hosted our annual Biggest Morning Tea for the Cancer Council. Thank you to all that attended and donated to such a worthy cause. If you would like to donate please visit our page https://secure.cancercouncilfundraising.org.au//Fundraisin

07.01.2022 We are pleased and excited to announce that First Advice Solutions won the IOOF Alliance Practice of the year award at their National Conference. Tracey was also a finalist in the Adviser of the year category. We are so proud of our team and the work that we do.

07.01.2022 We are supporting the Biggest Morning Tea again this year, raising money for cancer research, prevention and support services. If you are able to help us reach our goal of raising $1000, please find the link to donate online here. Thank you for your generosity, from all of us at First Advice Solutions.

07.01.2022 How cyber safe are you? Our latest article by Warwick Edwards..... https://firstadvice.sharepoint.com//How%20Cyber%20Safe%20a

06.01.2022 Punters beware...... a fitting warning for the Spring Carnival

06.01.2022 What risk factors can we change?

05.01.2022 Our team receiving the Centrepoint Alliance Advice Firm of the Year - Best New Firm award.

05.01.2022 2019 outlook... by Warwick Edwards https://firstadvice.sharepoint.com//EWdTRblpeGtKm9grvPFUFD

05.01.2022 Extra special news announcement..... https://firstadvice.sharepoint.com/_lay//guestaccess.aspx

04.01.2022 Are we able to assist your children? Our latest article, written by Warwick Edwards. https://firstadvice.sharepoint.com//EQ-SE4Ee2LxArZSPpCb9hd

04.01.2022 The team at First Advice celebrating the award of IOOF Alliances Practice of the Year

03.01.2022 How well do you know your DRS ABCD? On a cold and wintery Adelaide afternoon, our team got together for a personalised First Aid course, in the comfort of our home. In the last 3 years, the First Advice Solutions family has grown by 4 little boys. And as every parent knows, they are full of energy and a few surprises along the way! Children as we know, come with more than their share of health-related challenges. Maybe thats an allergy to dairy or nuts, or waterside safety, ...dealing with a high temperature, choking on their food or having a fall in the playground. So, we enlisted the help of Registered Nurse, Karyn, from Head2toe First Aid to run us through the strategies to employ in these situations. Our training was deliberately targeted at dealing with childrens common issues, but also with a refresher for bigger kids problems as well. Some of us had previously completed various First Aid training, but a refresher is always a great idea. Its not often youll see a First Aid course being run with the trainees having a wine as they went, but it did make it more lifelike! We thoroughly enjoyed the training and all picked up a few pointers, that hopefully we will never need to use. I couldnt recommend Karyn & Head2toe First Aid more highly. Training is easy to understand, has a good mix of practical and theoretical parts and can be tailored to your needs. Ive added Karyns web address if you would like to contact her. www.head2toefirstaid.com.au. To finish off the day we hosted a feast provided by Bre and Ryan of Gather & Graze. The First Advice teams partners joined us with their boys. Whilst the boys played cars we feasted on the beautiful food Bre & Ryan prepared for us. Contact Bre at www.gatherandgraze.co You wont be disappointed.

03.01.2022 Thank you for your patience and flexibility in recent months as weve all changed the way we work in response to the COVID-19 situation. With social restrictions starting to ease, were happy to say face-to-face meetings will hopefully be possible again soon. We are monitoring developments every day to ensure we are at the forefront of the situation. Well be starting face-to-face meetings again, with caution, to ensure we take care of the health, safety and well being of our... clients, our team & families. As guided by Safe Work Australia, were preparing our office to make sure we provide a clean environment that can facilitate social distancing and hand sanitizing practices. Well be in touch again when its time to schedule your next appointment, at which time a face-to-face meeting may be possible. Or, if youd prefer, well be happy to meet with you via Zoom or over the phone. In the meantime, please take care and enjoy spending more time with friends and family as restrictions ease.

01.01.2022 We held a client event last night around Aged Care and how we can support you with advice on this. Not an event for just the oldies! Thank you to our presenter, Mark Teale. He was very informative and well received by all that attended.

01.01.2022 This year's Scam Awareness Week theme focuses on personal information and identity crime with the slogan 'Be yourself. Don't let a scammer be you'. With your i...nformation, scammers can: access & drain your bank account open new bank accounts in your name & take out loans/credit lines take out phone plans & other contracts purchase expensive goods in your name steal your superannuation gain access to your government online services access your email and find more sensitive information access your social media accounts & impersonate you to scam your family & friends With more people seeking information and accessing services online, scammers used the spread of COVID-19 to take advantage of people in a variety of phishing scams. Watch our video to find out more about phishing scams and visit our website https://bit.ly/2Y7DNoN #ScamAwarenessWeek #PhishingScams #SouthAustraliaPolice