Loudon+Vaughan Private Wealth in Sydney, Australia | Financial planner

Loudon+Vaughan Private Wealth

Locality: Sydney, Australia

Phone: +61 2 9079 0464

Address: 308/16 Wurrook Circuit 2229 Sydney, NSW, Australia

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

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• Investing service
• Financial planner
• Insurance company

16.01.2022 The 1st January 2020 saw the implementation of the Financial Adviser Standards and Ethics Authority (FASEA) code of ethics for Financial Advisers. The code is designed to to shape and reinforce ethical conduct and encourage a deeper engagement by the individual with their duties to their client as well as wider society. We're very lucky that we foresaw a lot of the problems with the financial planning industry and had already enacted most of the recommendations. ... This FASEA code and the additional educational requirements it contains has lead to a mass exodus of financial planners. We are not leaving, we will be here for the long term. If you're current adviser has retired or you're not happy with your current adviser we're happy to have a chat. https://www.fasea.gov.au/code-of-ethics/

15.01.2022 "People who receive comprehensive financial advice experience an 85% higher financial well-being than those who receive intrafund advice" What is intra-fund advice? This is a fee charged to members of Industry Super funds to pay their financial planners. If you're a member of an Industry Super fund and you haven't seen one of their advisers, you should be asking them why you are paying a "fee for no service"?... By way of example according to UniSuper: "The potential bonus that is payable (to their financial advisers) is between 0% and 40% of an individual adviser’s base salary depending on their role. For example, an adviser with an annual salary of $100,000 per annum may receive annual bonuses up to $40,000 per annum" If you want actual advice that is affordable and tailored to your specific needs then you need to get in touch with us. Let's get your 85%. https://www.moneymanagement.com.au//intrafund-advice-simpl

10.01.2022 AMP, TAL & Asteron are now offering premium relief for people caught up in the bushfires. They each have different requirements to utilise the premium relief offer. If you have been impacted please call AMP on 13 30 30 or TAL on 1300 209 088 AMP Criteria ... To be eligible to receive support, AMP Life insurance customers must: - have held their current AMP insurance policy for at least six months. - be approved for at least one of these government allowances/grants and be able to provide supporting documents in relation to natural disasters such as: Drought: Australian Government - Farm Household Allowance (FHA) Floods: Queensland Government Essential Household Contents Grant Queensland Government Structural Assistance Grant Bushfires: Australian Government Disaster Recovery Allowance New South Wales Disaster Assistance Queensland Government Disaster Assistance Loan South Australia Disaster Recovery Tasmanian Government Recovery and Restoration Grants (Temporary Living Expenses, Replacement of Household Items Grant, Repair and Restoration Grant) Victorian Government Financial assistance Western Australia Disaster Recovery Funding Arrangements - apply before or on 31 May 2020. TAL & Asteron Criteria - Premium relief for up to three months To ensure our TAL & Asteron Life customers and their families who are directly impacted by the bushfires can maintain the life insurance cover they need, and to provide some financial relief during this difficult time, we’re offering a premium waiver for up to three months to those who qualify for the Federal Government's Disaster Recovery Allowance or Payment. This is in addition to the Financial Hardship Policy support we have been able to offer customers since November 2019. https://www.amp.com.au/advisersupport/naturaldisasterrelief https://adviser.tal.com.au/latest-news/bushfire-support

01.01.2022 For all our people that have been affected by the bushfires, please see the very handy list of financial assistance available to you and the organisations that can assist.