Australia Free Web Directory

MGA Financial Planners & Accountants in Frankston, Victoria | Financial planner



Click/Tap
to load big map

MGA Financial Planners & Accountants

Locality: Frankston, Victoria

Phone: +61 3 9776 5100



Address: 219 Beach Street 3199 Frankston, VIC, Australia

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

Likes: 181

Reviews

Add review



Tags

Click/Tap
to load big map

23.01.2022 Shane Oliver talks global deflation and what that means for investors. For more information or a FREE consultation with one of the Peninsula's most experienced Financial Planners, call our offices on 03 9776 5100.



17.01.2022 Our Seven Steps to Cutting Debt. 1. Understand and embrace your debt. Firstly, work out where and what type of debt you have and start to plan how you’re going to cut it down. For example, if you roll multiple debts into one, you may save on fees and interest rates. 2. Create a budget. Work out your daily, weekly and monthly spending. There are various tools available to help you do this. Check out MoneyBrilliant to organise your finances online, try ASIC’s TrackMySPEND app ...or the AMP Budget Planner. 3. Reframe your thoughts. Think about money in a new way. Tell yourself how proud you’ll be if another $500 comes off your credit card debt instead of going towards new clothes. Make your lunch: buying your lunch every day tends to cost more than making it. So try making your lunch for some extra savings that can then put toward paying off debt. 4. Work actively with your money. Set up separate accounts for debt payments and monthly bills. Consider using cash instead of EFTPOS this may make you realise how much money you are actually spending! 5. Look for larger debt cuts. Can you drive a smaller car so you’re paying less in fuel? Can you use public transport instead of having a car? Can you find a cheaper place to rent? Look at ways you can cut debt in more substantial chunks, as this will mean paying less interest sooner. 6. Earn some more cash. What about a second job on the weekends? Or, selling your unused goods on eBay or at your local markets. 7. Reward your progress. Update your budget each week and reward yourself with a low-cost treat. Use these steps and you’ll be on the way to reducing your debt in no time. Review your situation in a couple of months if you’re not progressing as quickly as you’d like, then speak to a financial adviser. For more information or a FREE consultation with one of the Peninsula's most experienced Financial Planners, call our offices on 03 9776 5100.

16.01.2022 Who would have thought that changing one three letter word for another could make a difference to insurance cover within superannuation? But, changing the definition of the types of insurance allowed to be held through superannuation has had just such an outcome. That’s because, from 1 July 2014, the only new type of insurance policies that can be held through a super fund are those that match up with a superannuation condition of release....Continue reading

15.01.2022 LESSONS FROM GREAT INVESTMENT QUOTES By Dr Shane Oliver, Chief Economist, AMP Capital The basics of successful investing are timeless and some experts have a knack of encapsulating these in a way that’s insightful. Here are some investment quotes I find useful....Continue reading



15.01.2022 Greece after the "No" vote. >> The Greek No vote means more uncertainty ahead regarding Greece, with significantly heightened risk of a Greek exit from the Euro. >> The threat of a flow on to other Eurozone countries is likely to keep markets on edge in the short term. However, contagion is likely to be limited as the rest of Europe is now in far stronger shape than was the case in the 2010-12 Eurozone crisis and defence mechanisms against contagion are now stronger.... >> As a result we don’t see the Greek debacle derailing the European or global economic recoveries. So while the correction in shares looks like it might go further, the broad rising trend in markets is likely to continue. To keep reading: http://eread.com.au/amp215395/18191

11.01.2022 For more information or a FREE consultation with one of the Peninsula's most experienced Financial Planners, call our offices on 03 9776 5100.

11.01.2022 Ways to Wealth: Tips for our clients in their 50's! You've probably got on top of a lot of life's responsibilities; the children have lives of their own and now you're looking at overseas holidays, watching your grandchildren grow and keeping an eye on your investments. Retirement is on the horizon, but you're too young to think about getting old.... Now you're reaching your preservation age, you need to understand more about your superannuation. It isn't a goal, but a tool to build a comfortable retirement. And you should use it! Each week we will be exploring one of the following topics: Borrowing to Invest Make the Transition on your Terms Pump up your Super Savings Review your Insurance Review your Risk Profile For more information or a FREE consultation with one of the Peninsula's most experienced Financial Planners, call our offices on 03 9776 5100.



10.01.2022 Australia delivers good company earnings. The eagerly anticipated Australian corporate earnings season for the first half of the 2014-2015 financial year unfolded during February. Coming into the season, market analysts were expecting earnings forecasts for industrial companies to be realised, with declines in resources sector earnings offset by better growth among industrial companies. Overall, more companies have reported earnings growth in line with estimates and a lower p...Continue reading

10.01.2022 Creative ideas for younger Australians to invest in property It won’t come as a huge surprise to learn that Australian homes are among the most expensive in the world. In a recent surveyi every Australian town and suburb was rated as ‘seriously’ or ‘severely’ unaffordable. And if you’re in a capital city it’s even worse, with the average Sydney home costing nine times average household income. So it can be tough to put together a deposit, especially when you’re starting out. ...Continue reading

08.01.2022 Reader Shafiq Akbari asks Dr Shane Oliver about his thoughts on first home buyers. What advice would you give first home buyers playing the waiting game with the property market? Is it a case of 'What goes up must come down'? We’re constantly hearing speculation in the media about a crash in Australian house prices. But major falls have only really occurred on a few occasions, like the 1930s. The more recent falls during the GFC and 2011-12 were pretty modeston average aroun...Continue reading

08.01.2022 If you’re like most Australians, you’re busy paying the bills and saving for retirement, as well as accessing services like healthcare, education, child care and aged care. So how will the budget change the way you live and work on a practical day-to-day level? Here’s a brief round-up of what the budget could mean for your family financeswhether you’re starting out in your working life, building a career and family, or enjoying the fruits of your labours in retirement. But d...on’t forgetthe proposals may change or not eventuate at all as legislation passes through parliament. For our commentary on the Federal Budget released Tuesday, please continue reading at: http://eread.com.au/amp215395/15719 #budget2015 #financialplanning #morningtonpeninsula #federalbudget

07.01.2022 Many women dream of a retirement where they can kick back and relax, do whatever they like and be free from the demands of others actually focusing on caring for themselves. But this step often means being free from financial worries or concerns and for a large proportion of women, the prospect of a comfortable retirement can seem elusive. Especially when you do the sums. The latest Intergenerational Report predicts the number of Australians aged 65 and over is likely to mo...Continue reading



05.01.2022 TEN TIPS FOR END OF FINANCIAL YEAR. Make sure you know what you can claim and how to boost your super Is it that time of the year already? The end of the financial year is fast approaching and that means getting all your paperwork ready for your 2014-15 tax return....Continue reading

05.01.2022 ACHIEVING A COMFORTABLE RETIREMENT. Many women dream of a retirement where they can kick back and relax, do whatever they like and be free from the demands of others actually focusing on caring for themselves. But this step often means being free from financial worries or concerns and for a large proportion of women, the prospect of a comfortable retirement can seem elusive. Especially when you do the sums. The latest Intergenerational Report predicts the number of Australi...Continue reading

05.01.2022 Stocks to watch over the coming months as Travel and Health Industries boom. For more information or a FREE consultation with one of the Peninsula's most experienced Financial Planners, call our offices on 03 9776 5100.

02.01.2022 What's the value of working longer?

Related searches