Lime Financial Planning in Wantirna, Victoria, Australia | Financial planner

Lime Financial Planning

Locality: Wantirna, Victoria, Australia

Phone: +61 3 9801 8822

Address: Suite 405, Level 4, Knox City Centre, 3152 Wantirna, VIC, Australia

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

Likes: 179

Add/Update information

Reviews

Tags

• Local service
• Financial planner

25.01.2022 More updates on small business assistance

23.01.2022 If you have Insurance such as Income protection and are not sure about where you stand on claims or paying premiums if you are undergoing hardship we have summarised your options.

21.01.2022 As Victoria starts to open in the coming months, we will start to see the full strain many older Australian's have been going through in isolation. Don't be afraid to discuss what it means to be independent, and at what stage seeking help or care is needed. This is for your parents, friends, or yourself. This is a great article by our friend and Aged Care guru Louise Biti on how to have that discussion and what to consider.

20.01.2022 Investors are punishing those companies that are not considering the environment, or their social or governance practices. Are you invested in line with your personal values?

20.01.2022 Information on Small Business Support

18.01.2022 If you want to get Income Protection before the changes kick in you will need to get in touch BEFORE the 6th of March or we may not be able to get your application in before the cut-off!

17.01.2022 Don’t be a flipping fool! Into buying, renovating, developing (including subdividing) and selling property?! Don’t get caught out and left short by not being fu...lly aware of your tax and now GST obligations! GST now applies to all ‘new’ residential property sales. A residential premises is no longer considered new by the ATO only if it has been 5 years since: -it first became a residential premises -it was last substantially renovated -it was built to replace demolished premises GST is collected from the purchaser at settlement, bypasses being paid to you and is instead paid directly to the ATO. We highly recommend seeking expert advice prior to commencing any property development type activities. Ph: 03 9372 8600 https://www.ato.gov.au//Property-flipper-the-new-kid-on-t/

16.01.2022 Below is some information on support for Small Businesses effected by Corona.

13.01.2022 Vanguard have just released their latest Index Chart, and this great video on some basic investment principals. This could be the most informative 2 minutes of your day.

10.01.2022 UPDATE: Applications for early release of Super (due to Coronavirus) will be accepted through myGov from 20 April. Once you register for the withdrawal make sure you get in touch with your Super fund and/or adviser to ensure your details are up to date, including a bank account to release the funds into. Our blog has been updated.

10.01.2022 With so much uncertainty and constant change, the current circumstances can be quite stressful. In this article we discuss how considering and planning for worst case scenarios can relieve stress and uncertainty around the Coronavirus.

09.01.2022 Stimulus payments for Australian Households and Individuals; In our latest blog post we explore what is involved in the governments stimulus package and who’s eligible for income support, individual payments and temporary early release of superannuation. https://buff.ly/3ahjWHC

08.01.2022 Our normal lives have been turned on their heads, and if we are not careful we may accidentally find ourselves in distress due to ‘gaps’ in our personal fulfilment and self-esteem. This article discusses an approach to not just get through the isolation period of Coronavirus, but thrive.

07.01.2022 Why Aged Care homes aren’t the only option!

07.01.2022 Want to access $10,000 from your Superannuation to help you through? We have summarised what we know so far about the process and a few things to consider. A lot of Australian's need to know this information, please share this article.... https://buff.ly/39leYZd

06.01.2022 Have you recently lost your job, or been stood down at work and need to seek government assistance but are unsure how, or if you are eligible? We have summarised the current circumstances around Jobseekers Payments and the temporary changes to the rules due to Coronavirus. A lot of Australian's need to know this information. Please share this article. ... https://buff.ly/2xnHc8g

06.01.2022 Sign up to our Financial Knowledge Centre! More than just a monthly newsletter, it offers a Personal Finance course, Calculators, Life Event Checklists and over 200 archived articles and videos.

05.01.2022 Toilet Paper Crisis or Debt Crisis? Nathan's followed up last months opinion piece on the bat-bug.

04.01.2022 Lock in your income protection before it's too late! As of 31st March 2020, you will no longer be able to lock in your income as an agreed value for Income Protection. This saves you having to prove it when you need to claim - (Regardless of a change of employment or if you're earning less). ... This is a big deal, and saves a lot of stress. If you've ever thought about getting income protection, or want to make sure your cover is any good - and have been putting it off - now is the time. To meet the cutoff you need to get started on this BEFORE the end of February as it takes a few weeks to complete the process! You can read more about these changes or book in to speak to us at the link below! https://www.limefinancialplanning.com.au/incomeprotectionch

02.01.2022 Nathan's 3rd and hopefully last piece on the Coronavirus where he discusses the current state of the Australian market, what we could see from here and how we can help small business through this tough time.

02.01.2022 With this weeks volatility, it's important to remember that investing consistently and for the long term is key. But what if you only invested in at the worst times? https://buff.ly/2VxaHyB

02.01.2022 How do you find identity, validation and routine in retirement? How do you cope if retirement is forced upon you? And how can you channel new found energy and time? With the help of Allianz, Lime Financial Planning are bringing a webinar for on Retirement, with no money talk!... All are welcome, no cost. You can tune on on your Computer, Phone or simply call in a listen Date: Thursday 24 September 2020 Time: 10.30 am AEST Register: https://tinyurl.com/y439jxqj The Presenter Jon Glass, Retirement Coach, will provide you with invaluable insights to help you build a bridge from your old life to your new life and live the best retirement you can. Jon's content fits well within our retirement philosophy, so we were keen to work together.