Holistic Private Wealth in Port Melbourne, Victoria | Financial service

Holistic Private Wealth

Locality: Port Melbourne, Victoria

Phone: +61 1300 087 014

Address: 183 rouse street 3207 Port Melbourne, VIC, Australia

Website: http://holisticprivatewealth.com.au/

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• Tax preparation service
• Financial service

25.01.2022 Think you’re too young for insurance? The younger you are when you take out an insurance policy, the less you’ll pay over the life of the policy. With premiums being paid out of superannuation as well as the added benefits of a FREE FITBIT, not to mention the huge savings on gym memberships, Jaggad fit wear and our favourite $6 dollar Hoyts movie tickets. Why wouldn't you get your superannuation, investments and insurance in order now to lock in quality financial products to start your journey to financial freedom.

22.01.2022 Treasurer Josh Frydenberg has delivered a ‘back in the black’ Budget aimed squarely at voters, stressing the Morrison Government’s commitment to financial discipline and low taxes. Have a read of our budget summary to see what your hard earned taxes are going towards. https://advantplus.com.au/holistic/94248

18.01.2022 With the Christmas period fast approaching read our latest newsletter to ensure you have an enjoyable time with friends and family without breaking the bank. https://advantplus.com.au/holistic/66043

16.01.2022 Most of us dream of the day we can stop working and start ticking off our bucket list. Whether you dream of cruising Alaska, watching the sun rise over Uluru, improving your golf handicap or spending time with the grandkids, superannuation is likely to be a major source of your retirement income. The more money you squirrel away in super during your working years, the rosier your retirement options will be. The question is, how much is enough?

16.01.2022 Happy New Financial Year! This time of the year gives us an opportunity to review your affairs and get them on track. Speak to one our friendly accountants or advisers to get your individual or company tax returns completed swiftly, while giving you some tips and tricks to ensure you maximise your refunds going forward. Call us on - 1300 087 014 Email us - [email protected]

15.01.2022 The Federal Government has turned the spending tap back on, signalling the end of the revenue drought since the GFC and the end of the mining investment boom. Have a read and see how the latest budget may benefit you. https://advantplus.com.au/holistic/74627

13.01.2022 Autumn is here and its time for our March Update We give you tips to ensure you get the most out of your tax this financial year. We also cover the new super rules and how you can save for your first house deposit using the tax benefits of superannuation. Finally we cover the under-insurance problem Australia has and how you can ensure you and your loved ones are protected. If you want us to help you with any of the following don't hesitate to contact us. Call us on 1300 087 ...014 Email - [email protected] https://advantplus.com.au/holistic/70813 See more

13.01.2022 Good luck to the Port Melbourne Colts under 16 girls side, we're excited to be the jumper sponsor for the year ahead. #portmelbourne #afl #girlsfooty #portmelbournecolts

12.01.2022 Have a watch of the development update from one of the teams favorite stocks on the Australian Stock Exchange. (RSH) https://vimeo.com/300274250

11.01.2022 Speak to us about how we can best prepare you and your family for the future. Email - [email protected] Phone - 1300 087 014 https://advantplus.com.au/holistic/56752

09.01.2022 When it comes to setting financial priorities, medium-term goals often suffer from middle child syndrome, not taken as seriously as the oldest or indulged as much as the youngest. Thats not to say they are any less important. Have a read to find out how you can prioritise those medium term financial goals to ensure you have all your bases covered. https://advantplus.com.au/holistic/90103

08.01.2022 Australia are one of the most under-insured nations in the world, read our newsletter and speak to one of our specialists to see if you have gaps in your current insurance cover. https://advantplus.com.au/holistic/60917

06.01.2022 Australia has enjoyed almost three decades of economic sunshine. But it’s worth remembering that dark clouds can appear without warning over both individuals and economies. You may have little control over being caught up in a round of redundancies or experiencing the fallout of an international trade war. But you can choose to manage your finances in a way that lets you keep your head above water come what may.

05.01.2022 It’s not clear what has drawn so many Millennials to the idea of achieving financial independence earlier in life than their parents. It’s possible that the GFC had the same kind of impact on them as the Great Depression had on their grandparents. It’s also conceivable Millennials have less interest in flaunting status symbols than preceding generations. Or it could simply be the case that Millennials value freedom and autonomy and want to escape the rat race asap. Read our 3... Articles to gain some insightful tips on how to reach financial independence sooner. If you’re still having trouble, you might just need someone to talk to. Come have a chat with us about your dreams. We can help you make a plan to reach them. https://advantplus.com.au/holistic/79562

05.01.2022 Spring is finally here and it’s not just nature showing signs of growth; the Australian economy is also bearing fruit. In our September edition we take a look at the potential raising of interest rates and how you can best prepare. We also highlight the latest ATO focus areas you need to keep an eye out for. Finally we talk about the concerning housing affordability crisis in Australia. https://eread.com.au/holistic/60911

02.01.2022 Budgeting is simply the most straightforward, proactive way to ensure you will always have enough money for the things you need whilst allowing you to put a little aside for the things at the top of your wish list. That’s the practical side of it. A budget can also help you reduce financial stress, improve your family relationships, redefine your personal values, and provide a good example for your kids or grand kids. Have a read of our newsletters to see if you are making the most of your finances. https://advantplus.com.au/holistic/61524

01.01.2022 Have a read about some of the stocks we like to invest in and why by reading our latest investment newsletter. https://advantplus.com.au/holistic/63542

01.01.2022 Happy New Year to all our valued clients! Whether you are still relaxing on your summer break or back at work, we wish you and your families a happy and prosperous 2019. Have a read of our latest article that takes you through 2018's major financial events and how they may have affected you. We also have some financial rules and tips you can use in 2019. When it comes to creating economic security for you and your family, small changes in behaviour can make a big difference. If you’d like some help getting your finances in shape for the new year, please call. https://eread.com.au/holistic/89103