Mansfield Financial Planning in Cheltenham, Victoria | Financial service

Mansfield Financial Planning

Locality: Cheltenham, Victoria

Phone: +61 3 8513 0290

Address: 304 / 75 Tulip Street 3192 Cheltenham, VIC, Australia

Website: http://mansfieldfp.com.au

Likes: 142

Add/Update information

Reviews

Tags

• Financial service
• Financial planner

25.01.2022 In these tough times, now's a great time to keep a close eye on your finances and identify areas where you may be able to save. And as some of us get used to buying more things online, be careful with your online spending and make sure you work within your budget. If you need some help reviewing your expenses and making smarter decisions with your money, feel free to give us a call on 0412702539.

24.01.2022 Here's our monthly economic update, following another interest rate cut by the RBA on Tuesday to a new historic low of 0.1%. Now all eyes are on the US election as the vote counts are coming in...

24.01.2022 Thinking about accessing your super early? The true cost of $10,000 could be significantly greater so it's important to explore all other options. Contact us on 8513 0290 if you'd like to discuss your personal situation.

24.01.2022 How much Super is enough? If you're asking yourself this question, here's a great article to get your started. Now is the best time to start planning for retirement, so give us a call on 8513 0290 to see how we can help you achieve your dream retirement. https://www.mansfieldfp.com.au/how-much-super-is-enough

20.01.2022 Its that time of year again where we take some time to reflect and be thankful for all the loyal support weve received througout 2019. Heres a brief message from us. We wish all our clients, subscribers, and their families a Merry Christmas and a happy 2020!

19.01.2022 Do you know someone who could benefit from Financial Advice? Help them explore our services by sending them a free discovery call offer. Watch the video to find out more. Free discovery call available at www.mansfieldfp.com.au/free-discovery-call

19.01.2022 The impact of COVID-19 and the associated lockdowns, are being felt throughout our community. If you are worried about your retirement plans, please get in touch and we can help you get back on track.

19.01.2022 Are you considering putting a little extra into super before this EOFY? Don't leave it too late. Give us a call today on 8513 0290 to find out how to make the most of your opportunities before 30 June.

18.01.2022 Happy New Year to all our valued clients, friends, and followers. We wish you a blessed, healthy, and happy 2021.

18.01.2022 5 quick tips to make the most of your last 5 to 10 years of your working life. What you do now determines the lifestyle you'll have in retirement (so a little strategy and discipline goes a long way!) Get in touch if you'd like us to supercharge your pre-retirement strategy.

18.01.2022 JUST IN - Third interest rate cut for the year, with a predicted further cut by mid-2020.

18.01.2022 Here is our monthly economic update for April. Some early signs of the economic impact due to Covid19, the severity of which is expected to become more evident over the next couple of months. If you need any assistance during this time, please call us on 8513 0290.

18.01.2022 Planning for retirement involves more than a healthy savings balance. It's a significant lifestyle change that catches a lot of people by surprise. Start planning early and make sure you have a sound retirement plan. Here are 6 aspects to consider in your planning.

18.01.2022 MARKET UPDATE - Coronavirus With Coronavirus now well and truly taking hold worldwide and the announcement today that the World Health Organisation has classified it as a pandemic, there is a lot of uncertainty in the markets around the potential broader impact on the global economy. The various quarantine measures and travel restrictions now in place are causing significant disruption to a broad range of industries. Its no surprise investors are nervous and we have seen a...Continue reading

17.01.2022 Here's a quick market update given the recent run in markets. Also a first look at our new video format. It's work in progress so would love your feedback. I've got a bunch more videos planned so stay tuned :)

17.01.2022 With tax cuts and more stimulus on the way, what will you do with your surplus funds? Should you spend , save or invest? Our latest insight article talks you through the options available. Call us on 0412 702 539 to find out more. https://www.mansfieldfp.com.au/making-your-savings-work-har

17.01.2022 It’s been a year like no other, but the challenges of 2020 made us cherish the important things in life. As we look forward to the new year we are grateful to be able to spend some time with family and friends this Christmas. We hope you are able to do the same and wish you and your families all a Merry Christmas and a prosperous New Year.

17.01.2022 Whether it's paying off the Xmas credit card bill, or those back-to-school expenses, it's hard keeping your finances in check early in the year. Give us a call on 8513 0290 and get 2020 back on track.

16.01.2022 March has been a month unlike any we've seen before, as the Covid-19 pandemic hit countries worldwide and saw financial markets drop up to 30%. In response, Governments are providing unprecedented stimulus packages aiming to minimise the economic impact. Here is a summary of the latest economic data. Remember we are here for you in these uncertain times.

16.01.2022 Do you have a Self-Managed Super Fund? Or thinking about starting one? Whilst it can offer great benefits, it's not for everyone. Here are the key pros and cons you need to be aware of. If you'd like to know more, why not give us a call on 03 8513 0290 for a no-obligation chat. Talk soon

15.01.2022 Insurance held in "inactive" super funds will be cancelled on 1 July, unless you Opt in. Find out more in this video... Plus...with the RBA rate cut, will interest rates come down even further??

14.01.2022 Today is #ruokday2020. Given the current circumstances in Victoria, it has never been more important to ask someone R U OK? So reach out to someone today and remember that a simple conversation can change someone's life. If you are not ok, or just want a chat, please feel free to call Neil on 0412702539 or Martina on 0413771941. We are here for you :)

12.01.2022 It's Election Time! Let's cut through the political spin and break down what the 18 May result could mean for you and your superannuation. We've compared the pair to help you make an informed decision. Happy voting

12.01.2022 The RBA has started the new financial year with another rate cut. Thats 2 consecutive rate cuts and the government has just announced a reduction in Deeming Rates, benefiting around a quarter of Age Pension recipients. Watch the video to find out more...

12.01.2022 Happy Father's day to all the dads! A beautiful spring day for some family time :)

11.01.2022 Here's a quick overview of the latest stimulus measures, including early access to Super and additional social security payments, as announced over the weekend. If you would like to know more, feel free to call me directly on 8513 0290. Take care and stay safe everyone.

11.01.2022 INTEREST RATE DECISION: The current RBA cash rate of 0.25% has been left unchanged, despite increasing speculation of a possible cut in response to the new restrictions in Victoria. Here is our full monthly economic update.

10.01.2022 The RBA has just announced an emergency rate cut in response to the COVID-19 situation, lowering the official interest rate to a new record low of 0.25%.

09.01.2022 Here's a little something we've launched in 2020, monthly economic updates in a quick and easy video. We hope you like it! Let us know what you think in the comments. Don't forget to Like our page to get these little snippets every month, and feel free to contact us on 8513 0290.

08.01.2022 Our September economic update is out! Get the main facts in under 2 minutes :)

08.01.2022 You are unique...but are your investments tailored to your specific needs?

07.01.2022 If you would like to find out more about the Government's Coronavirus safety net, give us a call on 8513 0290, or go to https://www.mansfieldfp.com.au/coronavirus-safety-net-expa/.

06.01.2022 As the RBA cuts interest rates by another 0.25%, here is this month's economic update.

06.01.2022 Make the most of your opportunities to contribute to your superannuation this financial year. Neil runs through some of the options that may be available to you. If you'd like to discuss this in more detail, please get in touch.

05.01.2022 A quick recap of recently introduced COVID19 measures that may impact tax time and flow on into FY20/21. Plus a top tip to help build your super balance! Get in touch if you'd like to find out more.

05.01.2022 If you haven't made Super contributions for a while, and you have insurance cover in your super, then you need to check if you're impacted by these new measures. You have 2 days left to act. Don't get caught out. If you're not sure about all this, feel free to get in touch and we'll be happy to explain it to you.

05.01.2022 Happy Mother's Day to all the mum's out there. Wishing you all a lovely day :)

05.01.2022 This is worth sharing....check out Martina's featured response to Andy's question via Together Australia AND enter their competition for a chance to win a $100k investment!

04.01.2022 RBA cuts rates by 0.25 down to new low of 0.5%RBA cuts rates by 0.25 down to new low of 0.5%

04.01.2022 Financial advice is (a whole lot) more than investment advice. Here's Neil explaining how he works with clients to provide them with clarity, confidence, and peace of mind whilst they navigate life's uncertainties and stay focussed on their long term goals. #financialplanning #financialstrategy #financialstress #financialgoals #financialadvice #peaceofmind #holisticadvice #advice #clientsbestinterest #stressfreelife

03.01.2022 The biggest government stimulus program since WWII has resulted in a budget deficit of $85.3 billion in the 2019/20 FY, with more spending on the cards to drive economic growth. Whilst we await the Budget to be announced later today, the Reserve Bank has kept the cash rate at its current record low of 0.25%. #economicupdate #October2020 #Budget2020

03.01.2022 It's Spring! Time for new beginnings. Given the events of the last few months, Spring presents some rare positivity in tough circumstances. Now is a great time to reassess your finances? We can help you review what you have and nurture your finances for your future. Contact us on 0412702539 to find out more.

03.01.2022 Happy New Financial Year! 1 July 2020 = New Opportunities!! As of today, some new changes to Super contribution rules mean that anyone aged over 65 may have increased opportunity to contribute to their super. Watch my video below for full details. If you'd like to know more, feel free to reach out to me or call me on 8513 2090.

02.01.2022 No surprises today with the interest rate decision kept at 0.25%. Here is our economic update looking back at the month of May. #economicupdate #covid19 #RBAcashrate