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Investment Zone in Wynnum, Queensland | Investing service



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Investment Zone

Locality: Wynnum, Queensland

Phone: +61 1300 124 683



Address: Suite 1, 184 Bay Tce 4178 Wynnum, QLD, Australia

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

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25.01.2022 Since the onset of COVID-19, almost 1 million Australians have lost their jobs. If you're one of the many who finds themselves in this position, it's understandable that you may be feeling stressed about managing your finances. In our article, we provide five tips to help manage your finances if your income has fallen. See comments for the link.



22.01.2022 Small biz owner? As New Year resolution time is here, spare a thought for your business, because every business can benefit from a few resolutions of its own. Here are a few ideas.... www.investmentzone.com.au//New-Year-resolutions-for-small-

22.01.2022 Another great opportunity awaits at Investment Zone! We are seeking a new Client Service Officer to join our growing team.

20.01.2022 About Us Investment Zone is a boutique financial planning practice based in the picturesque Bayside suburb of Wynnum, that has been providing quality financial and strategic advice to our clients mainly professionals and business owners - since 2010. We are a small & nimble team, however we are growing quickly, and we are urgently seeking a competent, organised and enthusiastic individual to join our team in the role of Paraplanner. Initially the role will be on a contract...Continue reading



20.01.2022 With the influx of new clients wanting to secure their financial future this year, Investment Zone is experiencing unprecedented growth! We are seeking another Paraplanner for an immediate start. Please share this ad with your network.

19.01.2022 There are some significant changes to income protection insurance, starting 1 April 2020, that will affect small business owners, the self employed, commission earners, those about to take parental or carer's leave, and people considering reducing their hours to part time. Read more at our Blog > https://bit.ly/2Q67hPR

19.01.2022 Locals with Children - have you heard about the amazing Bear Hunt going on in our area? There are now over 800 participants in this Facebook group > We're going on a bear hunt 4179 Break up those long homeschooling days and drive or walk around to spot the bears - there's even a map to make it easier. We have joined in the fun too. Meet Izzy, the brontosaurus floating in our window!



18.01.2022 Day 4 of our SUPER QUIZ! The suspense is just like watching Melbourne Cup all over again! Yesterday's answer was a) The government may contribute a one-off sum up to $500 to your super fund. If you earn less than $53,564 this financial year and you make personal (after-tax) contributions to your super fund, based on your eligibility the Government may make a contribution of up to $500 to your fund on your behalf. Today's question:... 4) At what age can you normally access your super? a) Upon retirement regardless of age b) Upon retirement at age 65 c) Upon retirement and depending on age Hands on the buzzers!

18.01.2022 Sadly, we're seeing the worst of people in this crisis. Please Like and Share this amongst your Facebook friends!

17.01.2022 Hope you are all staying safe and healthy. We all know how important it is for kids to learn about money matters and financial well-being. I am often asked by parents and grandparents how to improve financial literacy amongst their primary aged children. And, with more time at home these days in isolation, it's the perfect time to focus on this! We are very excited to share a program - Banqer - to do just that! For a limited period, you can sign up for free. ... Please share amongst your primary aged children, grandchildren, nieces and nephews! Use this link > www.banqer.com.au/at-home Let us know what you think!

16.01.2022 Happy New Year! May 2020 be your best year yet!

15.01.2022 It's Spring next week! Lately, we have been inundated with new clients wanting to create a plan to give them more 'certainty' in an 'uncertain' world. Does this sound like you? Would you like to finish off 2020 with some clarity and control? Book an appointment for September at www.investmentzone.com.au/bookonline



15.01.2022 Getting the ball rolling before Christmas means you can start 2020 with peace of mind! We have a couple of free, no obligation initial appointments before we close for Christmas next Friday 20th December. https://www.investmentzone.com.au//Why-seeing-a-financial-

15.01.2022 We are hiring! Please share with your friends. Applications close on Thursday 12th December for a mid January start date!

15.01.2022 2020 has forced many of us to 'pivot'; and for everyone else, a lot of reflection. Here's a fun listicle of 30 ideas to help reinvigorate your life. What have you done that's different in 2020? Here at Investment Zone, we can put our hand up for #10, #13, #24 and #29!

14.01.2022 Who will you surround yourself with in 2020?

13.01.2022 The Covid-19 outbreak is well and truly impacting our psyche, and as we follow the news reports, while trying to form a balanced view of the outlook beyond the hysteria, we ask, what impact is the coronavirus having on Australian and global economies? Read the full article on our Blog www.investmentzone.com.au/news

13.01.2022 And...that's a wrap for our SUPER QUIZ! Yesterday's answer was c) Upon retirement and depending on age. Your superannuation is preserved until you reach retirement and you meet certain age criteria: If born before 1 July 1960 you can access super at age 55. Between 1960 and 1961: age 56 Between 1961 and 1962: age 57 1962 and 1963: age 58... 1963 and 1964: age 59 From 1 July 1964, access super at age 60 Thanks to anyone and everyone who joined in. Did you learn something? After completing this quiz, you may find you know more about super than you originally thought, or perhaps you found out a few things you didnt know. Its never too early or late to dream of a worry-free, financially secure retirement. Speak to us to ensure your super strategy will bring those dreams alive!

12.01.2022 Christmas in Australia is unique for our climate and outdoor lifestyle, but who hasnt dreamed of experiencing Christmas European-style? Maybe something for your bucket list in 2020? https://www.investmentzone.com.au//The-magic-of-European-C

11.01.2022 Have you checked the balances of your investments or super lately? Has the changing financial landscape led you to consider creating a professional Financial Plan, or do you still wish to try and navigate it all by yourself?

10.01.2022 Another happy client. Thanks Bruce & Jackie! We love helping you...

09.01.2022 Many people think super is a 'set-and-forget' account, believing that their employer pays the super contributions and someone else looks after the investments, and that’s how the story goes until the end of their working life. But the reality is that superannuation funds allow members a level of choice in relation to how the money is invested, which means it can be up to you to create what your retirement adventure might look like. You can also see a superannuation consultant, like Investment Zone for guidance. Read our Blog to learn more

08.01.2022 We're very excited to share this review video from our client Daniel, who hails from Manly. "I definitely would recommend Investment Zone. Brad took the time initially to sit down with me...He really got to understand my specific circumstances....I could really tell he valued the responsibility of being in control of my money." Watch the video!

06.01.2022 Hi Community, we hope you're hanging in there. Our whole team are here for you - working from home - while our physical office is closed. Send us an email to say hi! Take care of yourselves. #community

06.01.2022 Thank you for all your support this year! Hope you create some wonderful memories today.

05.01.2022 8 sleeps 'til Christmas! Where did 2019 go? Here are our Christmas and New Year office hours. Book in for 2020 and hit the ground running in the New Year! www.investmentzone.com.au/bookonline

05.01.2022 We're proud to be one of the sponsors of the What's On in Wynnum Manly Tree Illumination Project. The team have been working hard, lighting up the trees along Bay Terrace one by one. Community spirit is shining - literally! Have you seen the lights? What do you think?

05.01.2022 We could all do with a little boost to our retirement savings. And the Federal Government’s co-contribution scheme may help. It can top-up your balance with up to $500 in additional funds each year. But you’ll need to hurry. With the end of the financial year fast approaching, you only have a few weeks left to take advantage of the initiative for this year. Read our article to learn about how it works! ... www.investmentzone.com.au//Guaranteed-50-return-Tell-me-mo

04.01.2022 Christmas has arrived at Investment Zone! #3weeks!

04.01.2022 We could all do with a little boost to our retirement savings. And the Federal Governments co-contribution scheme may help. It can top-up your balance with up to $500 in additional funds each year. But youll need to hurry. With the end of the financial year fast approaching, you only have a few weeks left to take advantage of the initiative for this year. Read our article to learn about how it works! ... www.investmentzone.com.au//Guaranteed-50-return-Tell-me-mo

03.01.2022 If you're practicing 'social distancing' but still want to get on with your life, you can always book a video meeting online and we will send you the link! www.investmentzone.com.au/bookonline

02.01.2022 Book your first appoinment online - a free, no obligation 'Discovery' meeting where we can see if we are a good fit for each other. www.investmentzone.com.au/bookonline

01.01.2022 With the new year fast approaching and resolutions starting to creep into peoples minds once again, our Blog article covers 4 ways to start your new year off financially ready! www.investmentzone.com.au//Four-Financial-Resolutions-to-k

01.01.2022 While we are closed, you can book appointments for 2020 at www.investmentzone.com.au/bookonline See you in 2020!

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