Huon Financial Planning in Albury, New South Wales, Australia | Financial planner

Huon Financial Planning

Locality: Albury, New South Wales, Australia

Phone: +61 2 6023 2775

Address: Suite 3 497 Smollett Street 2640 Albury, NSW, Australia

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

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25.01.2022 A quick video animation explaining how lump sum withdrawals from superannuation work from a retirement perspective. You can elect to withdraw as a lump sum, retirement income stream or a combination of both.

25.01.2022 That would not only be bad for those insurers, but it risks poor outcomes for their policyholders, said Geoff Summerhayes of the Australian Prudential Regulation Authority (APRA) Read on: http://bit.ly/2OnQEOH #APRA #healthinsurance #financenews

25.01.2022 Good morning! From 3pm today, the office will be closed for the remainder of this week while Anne-Marie is on annual leave. Due to the concerning spread of COVID-19 in Melbourne, NSW will temporarily shut its border with Victoria to contain the spread and to ensure the health and safety of all concerned. The border closure will be effective from mid night tonight.... At this stage, we hope to reopen the office on Monday 13th July at 9.00am providing Anne-Marie can obtain the appropriate working permit, given she resides in Victoria and will be traveling to NSW for work. The staff will work from home as they did previously until we know more and the phone will continue to be covered during core business hours (9am-4pm). Whilst this challenging time continues, please be reassured it is business as usual for us. If you have any concerns at all, please do not hesitate to contact the office. Take care, from the Huon team!

23.01.2022 The team at Huon is here to help you create a pathway to achieve your personal goals, so they aren't just a wish!

23.01.2022 Make time to ask the question A small conversation can change a life Check in on your family, friends and neighbours Never a more important time to ask 'are you ok' with the struggles of 2020 #ruokday2020

22.01.2022 Well it's certainly been a very challenging time since we first heard about COVID-19. While there appears to be a light at the end of the tunnel, and restrictions are gradually being wound back, uncertainty and cautiousness remain - which is an understandable human response. Check out this article which discusses financial needs and wants in a post COVID world.

20.01.2022 On 23rd July 2020, a 'mini budget' was delivered detailing the impact of the Covid-19 pandemic and the support provided to individuals and businesses. Take a look at this article providing you with the latest information. If you have any questions, don't hesitate to contact the office.

20.01.2022 Yes, it's Monday again! Have a wonderful week!

20.01.2022 There is a lot of jargon used within the Financial Planning industry and this language may not always connect with everyone. So lets go back to the basics, what is an asset class? This article provides a straightforward explanation of what an asset class is and what the main asset classes are. Part of our role as a Financial Planner, is to educate and help you understand why we recommend what we do. We then work with you to create a unique pathway to achieve the things that are most important to you. So please don't hesitate to contact us if you have any questions about your personal financial plan.

19.01.2022 If you are a client of Huon Financial Planning, you have exclusive use of our Financial Knowledge Centre. The Financial Knowledge Centre is a reliable and credible source of education and financial information. There are several quiz's that you can take to learn more about yourself, for example, your "Money Personality". Check out the quiz here. https://huonfinancialplanning.financialknowledgecentre.com.

19.01.2022 "If all you know about super is that a chunk of your salary disappears each month leaving nothing but a line on a payslip, it's time for a crash course." Read on: http://bit.ly/383vdKo #superannuation #money

19.01.2022 The team would like to wish Sylvia a very Happy Birthday for yesterday! Sylvia and Lisa enjoyed a beautiful hike at the Mt Buffalo National Park, exploring Lake Cantani and The Monolith. It was the perfect day for it! We are very lucky to live so close to this hidden gem. Best wishes for the year ahead Sylvia!

19.01.2022 It is very important to understand where you are now (your present) and where you want to be (your future). This video illustrates the connection of both nicely. These are the conversations we are having with our clients, helping to give you the confidence to make informed financial choices, so you can achieve what's most important to you.

18.01.2022 This article explains the difference between a Financial Planner and an Accountant. There is a distinct difference, but we work together to deliver comprehensive financial solutions to you.

16.01.2022 Have you ever wondered what the difference is between a Financial Adviser and a Financial Counsellor? Check out this article which explains the difference.

16.01.2022 We may have had a false start this morning with some frost, but the warmer weather is on it's way! We hope this puts a spring in everyone's step - most definitely needed at the moment. #happytuesday #springisintheair

15.01.2022 A quick update from Anne-Marie regarding current working environment at Huon Financial Planning. Just remember we are here to help and are happy to answer any of your concerns!

15.01.2022 Following on from the previous post, the FPA conducted national research to explore the financial wellbeing of Australians six months into the COVID-19 pandemic. The FPA Money & Life Tracker: COVID Edition reveals a snapshot of over 2,000 Australians and delves into their money and life issues amidst the pandemic. Financial Planning Week is the perfect time to take positive steps toward controlling your financial wellbeing now and into the future.

14.01.2022 Financial Planning is simply the process of designing and implementing a plan of action to help you achieve what's most important to you!

14.01.2022 Take a look at this article which provides some key points to consider if you decide to work again during your retirement.

14.01.2022 In times of increased market volatility, its important to remember that no one asset or type of asset provides the best performance over all time periods. They tend to rise and fall at different times depending on economic, political and market factors. It can be extremely difficult to pick the top or bottom of a market cycle. Check out this quick video by Morningstar, which discusses market volatility and long-term investment fundamentals. In a nutshell, rational decision-making, especially in times of increased market volatility, can often make all the difference to the accumulation and preservation of wealth. If you have any questions, we are always here to help.

14.01.2022 Did you know that it is Financial Planning Week (from 5th - 11th October)! In 2020, we are celebrating the 20th consecutive edition of Financial Planning Week in Australia. It was also world Financial Planning Day yesterday. The global theme for 2020 is Live your today. Plan your tomorrow. In Australia, in line with the global theme, Financial Planning Week is focusing on raising awareness about how FPA members can help Australians to access financial advice for life. This ye...ar’s campaign focused on new research looking at how Australians are feeling about their money and life issues six months into the pandemic. (see separate post) Financial Planning Week is all about inspiring Australians from all walks of life and ages to consider their personal finances and find out how having a financial plan will provides greater peace of mind and security. We will encourage as many Australians as possible to take advantage of Financial Planning Week to consider their circumstances and think about what they want to achieve in their life, financially and otherwise, and explore what an qualified Financial Planner (like Anne-Marie) could do to help them. So feel free to share this post with family and friends. You can also visit the Money & Life website for more information and other relevant articles. https://www.moneyandlife.com.au//financial-planning-week-/ #WFPD2020 #FPWeek2020

13.01.2022 An important part of our advice process is to determine your attitude/tolerance towards risk. Take a look at this quick video which explains the importance of asset allocation. I.e. how much you invest in growth assets like Australian or International Shares/Property and defensive assets such as cash and fixed income. The aim of asset allocation is to decrease the risk of having all of your ‘eggs in the one basket’. Each asset class is expected to have different risk and re...turn characteristics and the right asset mix for you at any given point will depend largely on your time horizon. Therefore, you need to consider how long you will be investing to achieve your financial goals, your risk tolerance and how much you are willing to risk in exchange for return. As always, we are here to help with any of your questions.

13.01.2022 The Australian Prudential Regulatory Authority (APRA) has released some changes to Income Protection, starting to take affect from March 2020. It's important to note that these measures shouldnt impact the Income Protection contracts of existing policyholders, unless their current policy ceases and needs to be replaced. If you have any questions, don't hesitate to contact the office.

13.01.2022 It's hard to believe we are approaching the end of financial year! Check out this article providing some EOFY planning tips, taking into consideration some changes in response to Covid-19.

12.01.2022 The Huon team enjoyed getting together over the weekend to brush up on our cooking skills! We travelled to the King Valley region to Pizzini Winery, where we were taught how to make pasta, gnocchi and risotto from scratch. Let's just say we can't go back to packet pasta again!! After a fun morning of cooking, we got to enjoy tasting the fruits of our labour overlooking the beautiful surroundings. The lunch was just amazing (no bias at all of course)! It is well worth the drive to visit this hidden gem. It was lovely to support a family-owned local business that has had to adapt to the various restrictions placed upon them this year.

12.01.2022 A new financial year can often bring about change. For example, existing rates and thresholds can increase (or decrease), and new legislation can take effect. This article brings you up to speed with some changes occurring from 1 July 2020 across taxation, superannuation, employment, and social security.

12.01.2022 Fun Fact Friday! Well there you go... Did anyone count just to be sure or did someone already know this fact?! Have a lovely weekend!

12.01.2022 RBA governor Philip Lowe says low-interest rates may be the norm "for decades" while revealing Australians may now be taking on more debt. Read on: http://bit.ly/2HCj9UU #financenews #debt #interestrates

12.01.2022 Do you know how much you're paying every time you spend? On top of the price tag, and other potential fees, you might also unwittingly be copping another for simply tapping your card. Read on: https://yhoo.it/2GsOp8q #bankfees #spending #financenews

11.01.2022 Hello from Anne-Marie (and the team)! A quick message to say thanks for your patience to date as we continue to navigate our way through unprecedented times. The team will progressively head back to the office over the coming month as we draw closer to the end of financial year! Wow didnt that just fly by! If you have any concerns or questions in the meantime, please dont hesitate contact the office. We look forward to catching up face to face in the near future.

11.01.2022 And the Huon team is celebrating another birthday today....it's certainly a busy birthday month! We would like to wish Lisa a very Happy Birthday today. We hope she has a wonderful time with her family and friends and we send her best wishes for the year ahead.....!

10.01.2022 It has been an eventful period in stock markets here in Australia and around the world. As always, when it comes to successful investing, it is important to stay calm. It is best to tune out the noise that always accompanies periods of market volatility and stay focused on your long-term goals. Please do not hesitate to contact us if you have any concerns.

10.01.2022 Have a wonderful week everyone! The countdown to Christmas is fast approaching!

09.01.2022 Identity theft is on the rise, so its important to know how to protect yourself. This article discusses the ways scammers can try to access your information and provides tips from Scamwatch on how you can protect yourself.

09.01.2022 Some interesting facts and figures on retirement in Australia. Many Australians are enjoying a comfortable retirement and this is largely due to good retirement planning!

07.01.2022 The COVID-19 pandemic is fast-moving. It's important to stay up-to-date on how the virus is progressing, how we can protect ourselves and each other, and what changes are being brought forth by the government - i.e. financial support. We are here. Reach out and we will help you create a plan (one that evolves) to help you get through this dark time. We are already talking with a number of our clients to help them navigate this unfamiliar territory. Stay safe. #COVID19australia #financialadvice

07.01.2022 A nice read during a very challenging time...

06.01.2022 Overtime we develop certain money beliefs, that is, the thoughts or opinions we hold about money which are often shaped by our life experiences, education and relationships (and our interpretation of these things). By identifying and replacing unbeneficial or undesirable beliefs, you can develop a healthier relationship with money. Check out this short video which illustrates 5 common money misconceptions.

06.01.2022 While its too soon to say what the post-lockdown economy will bring, for many Australians life wont be quite the same as it was before COVID-19. So what does the path out of lockdown look like? And how can you recover financially if your income has been affected? Check out this article for more information.

05.01.2022 Here is a quick video from Vanguard's Chief Executive Officer, Tim Buckley, who provides a simple message of support during these unprecedented times.

04.01.2022 Whilst we have no affiliation with amaysim or Joel Gibson, we thought these lighthearted hacks for grocery and petrol purchases were worth the share. :)

02.01.2022 Wishing Annemarie Humphries the happiest of Birthday’s today!! The team enjoyed celebrating together yesterday....you simply can’t have a birthday without cake!! We hope you have a wonderful weekend of celebrations Anne-Marie and best wishes for the year ahead!

02.01.2022 In this animation, we illustrate the finer details of an account-based pension and the minimum annual pension payment.

02.01.2022 In 2020 COVID-19 has introduced significant health risks and changes to family life. This article reiterates just how important it is to have an estate plan in place, so you can make sure your family and loved ones are looked after in the event of something happening to you.

02.01.2022 We would like to extend a warm welcome to our new Financial Adviser, Jenny Tynan, who has joined the Huon Financial Planning team. Jenny will be working closely with Anne-Marie to help us continue to provide our clients with high quality, professional and personalised financial advice. Jenny will be taking part in client meetings with Anne-Marie and assisting with the preparation and delivery of our financial advice and ongoing services to all of our clients. Jenny has been... involved in the financial services industry since 2004 and has previous experience working as a financial adviser as well as in management and client services roles. She holds professional financial planning qualifications including an Advanced Diploma of Financial Planning and specialist qualifications in Aged Care Advice. We know you will make Jenny feel welcome as she has the opportunity to meet with you over the coming weeks and months.

01.01.2022 As a sponsor of Meg's Children Nepal foundation, we would like to extend an invitation to a Photographic Exhibition coming up in October. Please see details of the event below and feel free to share this with your family and friends. It's been a challenging time in the current climate to raise much needed funds for this worthy cause. If the exhibition isn't of interest, but you would still like to support Meg's foundation, the donation details have also been included in this notice. Thank you for your support!

01.01.2022 The Government recently legislated changes to the Personal Income Tax Plan, which was one of the proposed measures announced in the 2020-21 Federal Budget. Check out this article which provides an overview of these changes and what they may mean for you moving forward.