Harvest Wealth Pty Ltd in Mildura, Victoria | Investing service

Harvest Wealth Pty Ltd

Locality: Mildura, Victoria

Phone: +61 3 5021 2212

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• Investing service
• Financial planner
• Financial consultant

23.01.2022 Heard the news yesterday? Australian Share Market was down So thought we would show you a long term view and look at the Australian Share Market over the last 5 Julys; (these are the end of month’s values)... July 19, 6896.7 July 18, 6366.2 July 17, 5764.0 July 16, 5644.0 July 15, 5681.70 Rates of return over this period have been 1 year 8.33% 3 years 19.70% 5 years 21.38% So what have you lost? And how many billions were wiped off the share market yesterday? Wonder what the share market will do today? If you are concerned about what has been happening and would like to talk to someone then please reach out.

21.01.2022 $406,000 (well according to research) WOW - really? For what? The cost of raising a child from birth to Uni Really that much?... But in the end they are priceless? So you or anyone you know planning for a baby? Then have a read of this Some handy nice information on how one can budget for the "bundle of joy" Reach out if you need a hand with your Cash flow (as in money in to money out)

20.01.2022 Bit of fun for a Monday - so riddle me this; who am I? My strategies can minimise tax, but I am not an Accountant, I understand some law, but I am not a Lawyer, I consider your feelings and behaviours, but I am not a Counsellor, I can build and restore things, but I am not a Builder, I can draw up a plan but I am not an Architect...... I educate you but I am not a Teacher, I can diagnose but I am not a Doctor, I can protect your best interests but I am not a Policeman/woman. I can take you to a destination but I am not a Airline Pilot, I can interview and share news but I am not a Reporter, I can safely sail you through rough waters but I am not a Captain or even a Lighthouse... I can put out fires and rescue but I am not a Fireman, I can understand volatility but I am not a Seismograph, I can plan for stormy weather but I am not a Meteorologist, I fix a leak but I am not a Plumber, I turn on lights but I am not an Electrician, I can make something that fits you well, but I am not a Tailor, I can fill a prescription but I am not a Chemist, I can fill gaps but I am not a Dentist. I can dig for clues but I am not a Detective nor a Miner. I can print a lot, but I am not a Printer. You can find me at University but I am not a Lecturer, I listen to confessions and can preach but I am not a Priest. I can help you fund retirement but I am not Centrelink. I sell certainty, but I am not just a salesperson... I hunt and have my pride, but I am not a Lion or Lioness... Most of all I can give you what you want (if you're good..), but I am not Santa Claus. . Or am I? How many professions am I?

17.01.2022 MONEY MONEY MONEY!! Personal finance isn’t something we’re all comfortable talking about and if you’re not quite ready to seek advice from a professional, it can be hard to improve your money knowledge ... Where to you start? How do you start? How to improve your knowledge? Well check out these TED talks on all things money Its a start, and what else you got to listen to? Might just change your view? https://au.finance.yahoo.com//5-best-ted-talks-on-money-01

15.01.2022 Bit of a CRAZY world out there.......our take on what is happening...... In the recent days there has been a significant increase in the news about the Coronavirus and its subsequent negative impact on our lives and for a majority of our clients the impact on their investments, held either in Superannuation, Account-based Pensions or personally through managed fund or direct equities. Some key points from client conversations already held are summarised as follows:... The virus and the subsequent uncertainty around it have caused a major drop in all of the world’s share (equity) markets, and further falls are likely. With confirmed Virus cases continuing to rise this market drop is likely to continue but to what point this is not known. The negative impact can be attributed to fear and uncertainty, issues with supply chains for many manufacturers, direct impact with closing of borders and recently mandatory self isolation which has gone that bit further in some countries. One question that needs to be answered regarding this event is it a short term, medium term or long term issue. Most commentary suggest it being short term with a likely duration of 6-9 months. So, if it is short term issue and you have a long term strategy in place to be invested then it is best that you stay invested for the long term and ride the market down with everyone else and then ride it up when it turns and recovers. The two unknowns at present is when it will bottom out and start turning and how long it will take to recover. The likely scenario is the bottom will be when the virus numbers have peaked and have then begun reducing coupled with production increases in places like China and Asia where manufacturing has reduced and in turn affected a large part on the world supply chain. In summary we are going through a relatively new event of which the impact is uncertain but we do need to remain calm and avoid making short term reactionary decisions which could impact your long term future in the process. Another point to mention is that your portfolio likely has diversification, so not all the eggs are in the Shares basket which has the volatility at this time. If you need to talk further about what is happening then please give us a call, (03) 5021 2212, we are more than happy to talk to you at any point during these turbulent times. Cheers Harvest Wealth Team.

14.01.2022 Aged care our local member anne webster takes mildura to parliament

12.01.2022 Can money buy you happiness? And is "Money" the to happiness? It all about what/how we spend our money that is key ... The below article tries to unlock this Want to talk about money? Then reach out.

12.01.2022 Who remembers; SARS 2003 Swine Flu 2009 Ebola 2014 & 2016... And what impact did they have on the market again? So this Coronavirus, will this be the same as all the above?? Only time will tell....... check out the below article, some good information in there on the past and how the markets reacted. https://spotlight.morningstarhub.com.au/coronavirus-impact/

08.01.2022 Still a CRAZY world out there..... As the news of what is happening keeps changing by the minute, we thought we would reach out to you and let you know what is happening at the office. We are still open for business, but with the current social distancing rules in place and likely to be increased, we have taken the following position.... As of Tuesday 24th March, Harvest Wealth reception will be closed to the public, to protect our staff, all clients and the community at large. We need to take this seriously. In addition, all appointments will still continue, however will now be conducted: Via the telephone Via Zoom (internet) We are also; Still taking your phone calls Still answering your emails We are still working out how all of this will work, so please be patient with us. We are calling all clients that have appointments booked in for the next two weeks to make alternative arrangements as noted above. Some news from the weekend: For those people with Allocated Pensions You will have an opportunity to adjust/reduce the income you draw down. o We are happy to speak with you to ensure, the income you draw is relevant to your situation. For those people on age pension, The deeming rate for Centrelink is due to drop. o You may see your age pension go up, for those that are income assessed. For anyone in your family that has lost their job You may have access to you super o Maximum $10,000 before 30th June, 2020 o Maximum $10,000 after 1st July 2020 Markets continue to react as further information comes to light. We have seen positive responses from Governments as stimulus packages are announced. We are working harder than ever to keep up to date with market news, government announcements and keeping an eye on COVID 19 outbreaks in our area. How long this goes on for is dependent on the information from the relevant departments, but shall keep you updated. Should you need to speak to any of the team, please give us a call on 03 5021 2212 or email us at [email protected] Regards The Team @HarvestWealth

02.01.2022 When should you start to teach your kids about money? According to Warren Buffet the earlier the better Why should we listen to this old guy?... He been around for a while Owns Berkshire Hathaway Oh yer and he is worth US $80 billion So yer he knows is stuff. https://au.finance.yahoo.com//warren-buffet-money-advice-t

02.01.2022 Interesting insights from Shane Oliver on what is happening in the world. Key take out; "stick to a long-term investment strategy" https://www.ampcapital.com//the-increasing-spread-of-coron

02.01.2022 What is Financial Planning? Do I need a Financial Plan? Its just for "old" people isnt it? Well the below should explain all. What more info? then reach out.