McQueen Group in Melbourne, Victoria, Australia | Accountant

McQueen Group

Locality: Melbourne, Victoria, Australia

Phone: +61 3 9908 2560

Address: Level 21, 357 Collins Street 3000 Melbourne, VIC, Australia

Website: http://mcqueengroup.com.au

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• Accountant
• Financial service

24.01.2022 What are your plans for retirement? Our clients have a good idea of what income they'll have in retirement and what they plan to do with their time each day. Some examples are: _They want to travel around Australia in a caravan... _Move closer to children and grandchildren _Play a lot more golf _Volunteer with their favourite charity _Downsize their house and travel overseas (hopefully soon!) They have plans in place because they have confidence in the income that will support them and the capital available to pay for major expenses. Planning for retirement can be a difficult for many Australians because they have a lot of unknowns: _How much money do I need? _What sort of income will it create? _Will the income last until I die? Contributing to superannuation during your lifetime can be a large part of the success of a comfortable retirement. As well as taking advantage of other ways to get funds into super that the government provides you with. Do you think you're taking advantage of superannuation? If you aren't, it's never too late to assess your situation and get some advice on what's right for you. Get in touch with us to learn more #financialservices #financialadvisor #wealthbuilding #financialeducation #financialadvice #financialadvisortips #financialadvice #financialfreedom #financialliteracy #financialindependence #financialplanning #financialeducation #financialplanner #financialsupport #financialmanagement #investing101 #investingtips #moneymatters

23.01.2022 One of the key benefits of including insurance in your financial roadmap is piece of mind. Not only for you but for your family as well. When we work with clients to create a financial strategy, it's based on you continuing on a trajectory of income earning potential and investing capabilities. If that were to stop for some reason, then it can affect your whole strategy. This is why we always consider insurance as part of that strategy. It always needs to be factored into the... unique needs and objectives of your financial plan. There are some key types of insurance we generally consider for our clients: Income protection Life insurance Trauma insurance Total and permanent disablement They all provide different outcomes and can warrant a place in your strategy, based on your unique goals and needs. We always consider your health too, as it can play a role in your ability to get insurance cover in place. Are you ready for a financial strategy? Get in touch to find out more about how we could help you #financialservices #financialadvisor #wealthbuilding #financialeducation #financialadvice #financialadvisortips #financialadvice #financialfreedom #financialliteracy #financialindependence #financialplanning #financialeducation #financialplanner #financialsupport #financialmanagement #investing101 #investingtips #moneymatters

22.01.2022 How much do you think it costs to raise a child in Australia? A 2013 report suggests that for a middle-income family in Australia, the cost of raising two kids, from birth to when they leave home is $812,000. If you’re a higher income family, this figure increases to $1.09 million.* Given we are now in 2021, the figures are likely to be quite eye watering.... Education is often a large portion of these expenses for many families, so if you know you want to plan for a family there are ways to mitigate some of the cost burden. Have you considered creating an education fund? As part of your medium to long term goal setting, you could create an education fund for all of your children. It can cover school fees, uniforms and school trips. All of these costs can be a considerable burden to the family finances, but if you put a little planning in place they can be a bit easier to manage. Want to put some planning in place for your future expenses? Give us a call on Monday to get your financial roadmap *Source: NATSEM Income and Wealth Report #financialservices #financialadvisor #wealthbuilding #financialeducation #financialadvice #financialadvisortips #financialadvice #financialfreedom #financialliteracy #financialindependence #financialplanning #financialeducation #financialplanner #financialsupport #financialmanagement #investing101 #investingtips #moneymatters

21.01.2022 Making the decision to retire can involve some considerable life changes. One of those can be to downsize the family home to something more manageable, or in a new location. Are you planning to downsize your home one day? There can be a lot of emotional attachment to a home. Many memories and experiences all wrapped up in bricks and mortar. But retiring can be an exciting time to make changes and get a home that fits your new lifestyle - more relaxed and can be locked up for... frequent travel. Are you aware there's a downsizing superannuation benefit you may be able to access? It was introduced on 1 July 2018 and may allow you to contribute $300,000 to superannuation, upon the sale of a property. There are some key criteria you'll need to meet (you can ask us about the details) set out by the government. It's definitely worth exploring and something we talk to our clients about when developing their retirement strategy. Are you thinking about downsizing? Make sure you talk to us before you do and we can help you navigate whether you're eligible for the benefit #financialservices #financialadvisor #wealthbuilding #financialeducation #financialadvice #financialadvisortips #financialadvice #financialfreedom #financialliteracy #financialindependence #financialplanning #financialeducation #financialplanner #financialsupport #financialmanagement #investing101 #investingtips #moneymatters

19.01.2022 Moving a family member into aged care can be an emotional and daunting path for all involved. It's often doesn't happen as we think it will either. Sometimes it will be seeing subtle changes in the deterioration of a family member's health and living conditions. At other times, it will mean a hospital visit and the family member can't go back to unassisted living at home. It's also not always so clear. We encourage our clients to look out for behaviours like these:... They’re not taking their medication They don’t seem to be eating enough The house is looking unclean Appliances or stovetops are being left on They aren’t using heating or cooling Independence and not wanting to worry family members will often prevent them from seeking help. We're here to help our clients navigate this space and help them find the right solution. Make sure you reach out to us if you need guidance, as we can help you get the right outcomes for everyone. #financialservices #financialadvisor #wealthbuilding #financialeducation #financialadvice #financialadvisortips #financialadvice #financialfreedom #financialliteracy #financialindependence #financialplanning #financialeducation #financialplanner #financialsupport #financialmanagement #investing101 #investingtips #moneymatters

12.01.2022 What's your approach to creating goals and saving? Some people like to save before they spend, even for large financial goals. They might pay down a large amount of their mortgage before they add that pool or start the renovation project. Others like to just borrow and pay it off. Whatever approach you take, it's best to have a plan.... It can be very easy to get carried away and spend more than you should if you don't have a plan with numbers attached to your goals. What can seem like a simple upgrade in spending, could mean missing out on some other things in life, due to reduced cash flow you hadn't planned on. When we work with clients on setting goals, we like to map out exactly what that extra savings or increased debt looks like for their day to day life. It's great to have goals, but your everyday life also needs to be enjoyable. Whether you have short term or long term goals, with the right plan and accountability, those goals could become reality. Have a chat to us if you need the right plan and a team to help you get there. #financialservices #financialadvisor #wealthbuilding #financialeducation #financialadvice #financialadvisortips #financialadvice#financialfreedom #financialliteracy #financialindependence #financialplanning #financialeducation #financialplanner #financialsupport

11.01.2022 When we get close to retirement the planning becomes a bit more realistic. We plan our last work day and maybe even have a celebration with family and friends when we clock off for the last time. Most of our clients throw out their alarm clocks too. We also think about the income levels we'll have, what capital requirements we might need and possibly some of the fun things we might do when we have more time on our hands.... Have you thought about what retirement might look like for you? We encourage all of our clients to think about what a day in retirement might look like - what time you get up, what exercise you might do, do you head out and volunteer or do you meet up with friends? Understanding what your day might look like, is going to assist with your transition from working everyday to not having any concrete commitments. Retirement can be a wonderful time of fulfilling some goals and ticking off 'bucket list' items. With a little preparation, it can be just how you expected it to be #financialservices #financialadvisor #wealthbuilding #financialeducation #financialadvice #financialadvisortips #financialadvice #financialfreedom #financialliteracy #financialindependence #financialplanning #financialeducation #financialplanner #financialsupport #financialmanagement #investing101 #investingtips #moneymatters

07.01.2022 Have you ever wondered what the benefits are when you work with a financial adviser? There is often a misconception that your adviser just 'looks after your super'. It can be easy to focus on super because often it's your main concern, especially if you're close to retirement. However, your adviser will also help you:... Understand and navigate investing outside of super Protect your wealth via assessing your insurance needs Transition your wealth via a sound estate plan Implement aged care plans for you or your family Create cashflow management plans Plan for retirement The role of your trusted adviser is to be a guide for your financial requirements in life. They can also work with your other trusted advisers in your life, like your accountant and lawyer. Working with an adviser can help you to: _ Set short and long term goals _ Implement better financial management skills _ Create a strategy just for you in your life stage _ Keep you accountable and achieving your goals Working with the right adviser and their team can be a very rewarding journey. Have a chat with us if you would like to know more about becoming our client #financialservices #financialadvisor #wealthbuilding #financialeducation #financialadvice #financialadvisortips #financialadvice #financialfreedom #financialliteracy #financialindependence #financialplanning #financialeducation #financialplanner #financialsupport #financialmanagement #investing101 #investingtips #moneymatters

07.01.2022 We are always so proud to recieve such positive feedback from our long term clients. We take pride in our work and are happiest when we can provide the best outcomes for our clients. The McQueen team are dedicated to consistently delivering a brilliant experience for every client on every occasion they interact with us. #mcqueenteam #yourworldisourworld #grateful #wealthbuilding #financialadvice #financialfreedom #financialsupport #financialplanning

01.01.2022 Finding ways to get the most out of your retirement income is important. Especially when you're earning capacity has now been limited to investment income, not wage earner income. The importance of seeking financial advice prior to retiring should be a priority for all Australians. The superannuation system is a great one, but it is very complex and not for the uninitiated. There are many strategies we can use with our retiring clients, depending on their retirement funds, li...festyle needs and goals. We encourage everyone we speak with to seek financial advice before they make major retirement decisions, as the wrong one can be irreversible in some cases. The old age 'from little things, big things grow', is no joke when it comes to retirement. We're big advocates of people seeking advice from a young age - even when you don't think you need it. The power of compounding interest can be harnessed so well in superannuation and can contribute considerably to your retirement balance. If you're starting to think about your financial future, then reach out for a discussion today #financialservices #financialadvisor #wealthbuilding #financialeducation #financialadvice #financialadvisortips #financialadvice #financialfreedom #financialliteracy #financialindependence #financialplanning #financialeducation #financialplanner #financialsupport #financialmanagement #investing101 #investingtips #moneymatters