Financial Planners of Tasmania in Launceston, Tasmania | Financial planner

Financial Planners of Tasmania

Locality: Launceston, Tasmania

Phone: +61 3 6331 0081

Address: 18-20 Paterson St 7250 Launceston, TAS, Australia

Website:

Likes: 99

Add/Update information

Reviews

Tags

• Investing service
• Financial planner
• Insurance company

25.01.2022 A very scary thought.....

23.01.2022 #FederalBudget2017

23.01.2022 Hi all, we do hope you enjoyed your weekend! Whether we manage your small insurance policy or your life savings, to make the most of our services it’s important to regularly review your financial plan with us. We would like to see each of our clients, no matter how big or small, a minimum of once per year.... A review meeting with your adviser is an opportunity to re-engage with your financial plan, and to see whether anything needs adjusting as your circumstances change. All of our clients are provided with one annual review meeting at no additional cost. Don’t be afraid to contact us in between reviews, we’re always here to help!

10.01.2022 Why might someone see a financial adviser? 1. To protect themselves and their family. Insurance advertisements are everywhere! But an adviser can tell you which one is actually worth buying. Expert knowledge and experience give us a one up when it comes to knowing what's best. We will assess your circumstances and make sure you have optimal options to choose from when it comes to protecting yourself and your family. Whatever your needs, an adviser can help ensure personal tr...agedy does not turn into financial crisis. 2. To help them plan for retirement. Once you have sorted out your short-term saving needs, you can then start thinking about the long-term and most people these days realise they cannot rely on the Government for more than the absolute basics. However, planning for retirement is a complex business and there are many different options available. A financial adviser will not only help sift through the many rules and product options but also help construct a portfolio to maximise your long-term prospects. 3. To find the right combination of assets. Investment is as much about protecting the potential downsides as it is about targeting maximum growth. High returns are often associated with high risk and some people just aren't okay with their investment falling by a third or more overnight. A financial adviser will make a detailed assessment of your attitude towards risk before making any recommendations. As well as making sure your investments are diversified, so you aren't putting all your eggs in one basket. 4. To save money. Once your risk and investment assessments are complete, the next step is to look at tax and even the most basic overview of your position could help. A financial adviser will always have your tax position in mind when making recommendations and can help point you in the right direction even in complicated situations. 5. For peace of mind. Money is a complicated subject, a stressful and complex one at that. Markets are volatile and the media is prone to exaggeration of both the risks and the rewards. Employing a good financial adviser can take the emphasis away from you and move it into the hands of an expert, getting rid of the unecessary stress that comes with handling your own finances. Whether you need general or practical advice, the money you invest in seeking advice could be paid back many times over in the long term.

08.01.2022 Hi all! we hope you had a fantastic long weekend! This week, we’d like to bring your attention to a very interesting article that was shared with us by Clearview, we highly recommend you take two minutes out of your day to read this. the article discusses the household debt-to-income ratio that Australian’s are facing. ... - It estimates 52,000 households risk default in the next 12 months - 23.4% of families living Down Under are under mortgage stress (their income does not cover ongoing costs). AN increase of 4% in 12 months! - Necessary sundries like food, electricity and insurance increases at an average 3.4% p.a., whilst wages are at the slowest rise at just 1.9%. - Multi-year lows for Retail Sales, personal loans, luxury car sales https://www.domain.com.au//household-debt-balloons-as-aus/

05.01.2022 October is Breast Cancer Awareness Month. The scary facts and stats the National Breast Cancer Foundation has shared with us for Australia include, - 1 in 8 women will develop breast cancer in their lifetime. - 8 Australian women die from breast cancer every day. - There are more than 65,000 people living with breast cancer, and an average of 48 women being diagnosed with breast cancer, every day in our country!... ****Improvements in survival are attributed to earlier detection of breast cancer through regular mammograms and improved treatment outcomes for breast cancer**** Make a donation today that will fund research to stop deaths from breast cancer. It’s not every day that you’re able to do something so amazing. Make today that day.