Hello Wealth in Newport, New South Wales, Australia | Financial planner

Hello Wealth

Locality: Newport, New South Wales, Australia

Phone: +61 1300 181 707

Address: 341 Barrenjoey Road 2106 Newport, NSW, Australia

Website: http://hellowealth.com.au/

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• Financial service
• Financial planner

25.01.2022 Shopping around for a better interest rate on your mortgage can be time consuming.

25.01.2022 The world as we have created it is a process of our thinking. It cannot be changed without changing our thinking

24.01.2022 The average superannuation balances for women at retirement (age 60-64) are 42%* less than those for men.

23.01.2022 Managing debt if you’re cash-strapped during COVID-19? There are ways to manage debt during a crisis to help stay financially secure for the future. At times of financial hardship like these, it can be all too easy to get further into debt without examining all your options.... Some factors to consider include which debts are costing you the most money, which will have the greatest impact on your financial future and which will free up some much-needed cash. So, before you pull out your credit card to ease the pressure, check out the blog for a few things to ask yourself when you’re managing debt: https://hellowealth.com.au//managing-debt-if-youre-cash-st #debtmanagement #COVID #moneyhelp

22.01.2022 As you get older, living independently in your home is not always easy

21.01.2022 Welcoming in the very popular topic of Small Business for the month of October. Just last nights #FederalBudget was proof of how important it is to the economy and the pandemic has shown how important it is to each and every community. And so, if you haven’t met her already I’d like to start off by introducing my own Small Business saviour, Epi .... Epi is the Senior Financial Planning Assistant for @hellowealth, is the brains behind all of our clients administration and important transactions. Without Epi I for one would not be able to provide the standard of quality required - and... I would have most definitely lost the plot by now . So, on this #worldfpday let us all say thank you to small businesses, for the hard workers behind the scenes and for the passion that drives them. #smallbusinessmonth #assistant #financialplanning

21.01.2022 Formal education will make you a living; self-education will make you a fortune

21.01.2022 We hope that everyone has been able to rest, revive and unwind over the #labourday long weekend

20.01.2022 Getting ‘review-ready’ for an ATO JobKeeper audit

20.01.2022 Coping with market volatility

20.01.2022 Almost half of Australian’s don’t have a will

19.01.2022 None knows the weight of another’s burden

18.01.2022 last minute R E M I N D E R Businesses, you have 15 days left to take advantage of the COVID ‘Instant Asset Write Off’ tax benefit. If played right, this could mean serious cash back for a much brighter ‘21. Have a re-read in our story and insta strategy highlights to get it ... #accounting #tax #financial #benefit

18.01.2022 The Tax Office targets COVID super recontributions

18.01.2022 Who’s heard of ‘bad’ and ‘good’ debt? Good debt is money owed for things that generate wealth, while Bad debt is spent on assets that decline or have no value. Most want to avoid debt, however depending on your circumstances it may be a good idea, such as:... getting your first credit card to sensibly use and gain credit report points, reducing your income tax with investment property deductions or building an investment portfolio alongside of debt for further growth and tax deductions and offsetting marital tax via the higher income earner. #gooddebt vs #baddebt #financialplanning #myth

16.01.2022 Pool your super into one big account

14.01.2022 Sending some Christmas cheer with our very own Sprinkle Shack #hellowealth client cookies! Which, I had to quickly post before I ate them all While we’ll still be on social, our office will be closed from the 21st of December, returning on the 11th of January.... Wishing everyone a very safe break, full of family, love and happiness. See you on the other side of #2020!

14.01.2022 Now you own your data: the new world of ‘open banking’ explained

13.01.2022 What Is A Reverse Mortgage?

13.01.2022 Take the stress out of the festive season start planning, set a budget and saving now.

11.01.2022 Newsflash you don’t need an accountant or special software to set up your own budget. Start by looking at where you and your family are right now and where you want to be in the future. We sat down with Mum CFOS to spill our top 4 bulletproof steps to budgeting (effectively)! ... Read the article: https://www.mumcfos.com.au/4-easy-bulletproof-steps-to-bud/ #HelloWealth #CFOMums #PersonalFinance #MoneyManagement #SavingsTips #Budgeting #FinancialPlanner

11.01.2022 The difference advice makes being proven right now

08.01.2022 10 T I P S on buying an Investment Property.. Who hasn’t been talking about investing in property lately? If this is something that sparks your interest, there are a few things to consider before taking the plunge. ... Our top 10 tips for avoiding potential difficulties and ensuring success can be found on the blog: https://hellowealth.com.au//10-tips-for-choosing-an-invest #investmentproperty #smartnothard #financialplanning

07.01.2022 Estate planning and investments

06.01.2022 Financial Planning or Finance Lending? Those two words get confused on the daily. While some Financial Planners used to lend as well as advise, these days it’s more beneficial to separate the two professions. We can help ad hoc with Budget, Savings and medium term Investment tips while also putting you in touch with a reputable finance broker.... A Finance Broker, Home or Business Banker will then do all of the debt and borrowing capacity calculations and will apply for the loan on your behalf. While Financial Planning can help suggest the best structure and entity for your loan to ensure tax deductibility, we actually come back in the picture after you’ve found that dream property and your loan has settled. This, is where the benefits come in. Let us strategize the quickest and easiest way to repay that new debt with advice such as debt (bill) recycling, repayment tweaks and loan / tax positioning to shave years off your loan, boosting you to wealth and financial freedom much earlier. For more insight, keep your eye out for my upcoming video ‘The Professionals You Need...’ #debtmanagement #financialplanning #strategy #finance #broking #lending #debt

06.01.2022 3 ways to better manage invoice payments

06.01.2022 While this quote can speak for itself, I think it’s valuable to share that I didn’t nerd my way into adulthood. With my post HSC role as Lead Teller for Commonwealth Bank, I saw money ledger in and out as if numbers on a page. Couple no money management skills with bad personal and de facto habits, I landed myself well in the red before realising what was green.... I share this, because I’d like people who are financially struggling to know there is a way out, it’s not hopeless and... I get you. It’s not always highly advertised but there are SO many free resources out there to change your habits and - your life. You just have to be willing to do it. Head to www.moneysmart.gov.au Use their calculators, budget planner and resources. Speak with a Financial Counsellor to: - Assess government concessions + support - Talk to creditors on your behalf - Apply for ‘hardship variation’ + debt agreements. COVID woes? The below link gives you instant access to: - National Debt Helpline - Small Business Support - Farming + Rural Support Speak out, it’s never too late to start https://moneysmart.gov.au/managing-de/financial-counselling #moneytips #financialcounselling #debtmanagement

05.01.2022 Transferring super benefits from overseas

04.01.2022 Some tax considerations when it comes to an inheritance

04.01.2022 The first step in my journey to helping small businesses started two years ago by volunteering to help our community access the finances and resources they were entitled to. I am so grateful to have met some incredible #Newport2106 business owners along the way, and for regular liaising with the progressive Northern Beaches Council, including this legend and Mayor, Michael Regan. Giving back is an integral part of @hellowealth and the passion of supporting one another that... drives it. #smallbusiness #community #volunteer #chamberofcommerce #president A shout out to the Harvest Store & Kitchen for having the couches to match my jacket .

02.01.2022 How much super will you need in retirement?

02.01.2022 Do you struggle knowing which professional to see, why you should see them and when? Having the right professional team can save a lot of heartache and literally save you thousands of dollars. To help the industry make sense, Hello Wealth has put together a reputable team of professionals to explain what they help with and when you should reach out.... The professionals featured: Lending: Simon Pak Poy at MoneyQuest - Newport Beach Real Estate: Simone Sinclair - Stone Real Estate Avalon Palm Beach Buyers Agent: Cameron Porter - Buyers Agent at Porters House Conveyancing: Christine Bray at On Point Conveyancing Accounting: Diana Siddall at Account Connects Financial Planning: Noni Crawford at Hello Wealth Estate Planning: Mary Alice Bannister at Millards Lawyers To learn more about Hello Wealth and how financial planning may be able to help you click below: Book A Call: https://calendly.com/hellowealth/enquiry Website: https://hellowealth.com.au #HelloWealth #FinancialPlanning #ProfessionalServices #Lending #RealEstate #BuyersAgent #Conveyancing #Accounting #EstatePlanning

01.01.2022 Should you refinance your home loan?