Dyson Financial Advice in Bendigo, Victoria | Financial service

Dyson Financial Advice

Locality: Bendigo, Victoria

Phone: +61 3 5443 5546

Address: 124 Mollison Street 3550 Bendigo, VIC, Australia

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

Likes: 121

Add/Update information

Reviews

Tags

• Financial service
• Financial planner

25.01.2022 Regional Victoria is welcoming the news of restrictions easing a little more, meaning we can now sit down at our favourite café, bar or restaurant again and enjoy a latte (or glass of wine, or two, or three). Which Bendigo venues are you itching to get back to?

24.01.2022 If we have one thing in common through all of this, it’s that COVID-19 has us all thinking about things with fresh eyes. We are re-evaluating what’s important to all of us, where we want to be, and wondering how we’re going to get there. The choices can be overwhelming, and the paths we choose may be affected by how they would be funded. If you are rethinking your future plans but are not sure if your finances can keep up, give the Dyson Financial Advice office a call on 03 5443 5546 to make an appointment for a financial health check.

24.01.2022 In different parts of the world it is believed a black cat: / arriving at your doorstep signals prosperity (Scotland) / is the ideal wedding gift (Midlands of England) / crossing your path signals good luck (Ireland) / will attract suitors for single women (Japan)... Happy Halloween!

24.01.2022 Tax time can be confusing even when you are not in the middle of a pandemic. MLC has released a handy guide for what you can and cannot claim for, if you have received government assistance due to COVID-19. https://www.mlc.com.au/person//2020/07/tax_treatment_ofcov

24.01.2022 At Dyson Financial Advice we value the health and safety of our clients and staff. In line with Stage 3 restrictions in regional Victoria, all appointments will now be by phone or Zoom. All clients with existing appointments will be contacted, for any queries you would like to discuss, please give the office a call for a time to have a chat with Neil.

24.01.2022 Many Aussies affected by the COVID-19 pandemic have utilised the opportunity to draw from their super in recent months to assist with living costs. The second round of applications are open until 24 September 2020, giving eligible people the opportunity to withdraw another $10,000. If you have any questions about your eligibility, or how this may impact financial situation, schedule a call with Neil give the office a call on 03 5443 5546.

23.01.2022 Delighted to announce that our brand new website is up and running! Pop over and have a look - we'd love to know what you think! www.dysonfa.com.au

23.01.2022 Dyson Financial Advice was delighted to recently welcome a new face into our team meet Alex Trahair. Alex is a recent graduate from La Trobe University with a Bachelor of Finance and Marketing. Alex has been working at Dyson Financial Advice since June 2020 with her current role being the Advice & Client Services Assistant. Alex works closely alongside Neil and Maree to ensure that clients receive the best possible care and results. Alex looks forward to broadening her knowledge in finance, working alongside like-minded people and supporting clients to the best of her ability. Welcome to the team Alex!

22.01.2022 Friendly reminder that the phone remains the best way to get in touch with us now. If you have any queries, please feel free to give the office a call on 03 5443 5546 to schedule a time to speak to Neil.

22.01.2022 Before she joined the giddy world of financial planning, Maree enjoyed a career in education, including many years teaching in the classroom. Dyson Financial Advice would like to wish all the kids (and their parents!) returning to remote and flexible learning today the best of luck!

20.01.2022 This year, more than ever, it's important to make sure that we check in with our loved ones. A simple question -"Are you OK?" could help that family member, friend or workmate open up Today is R U OK Day - lots of great resources on the official website to help start what might be a life-saving conversation. R U OK?... https://www.ruok.org.au/

19.01.2022 It’s the beginning of a new era of financial planning in Bendigo. MLC Advice Bendigo is now Dyson Financial Advice! The name may have changed, but our clients’ wealth remains at the heart of what we do. What else has changed? Neil Dyson is still at the helm, providing the same quality advice that Bendigo has come to know and trust. We are staying in the same place, with the same phone number, but have a new email address and a new website coming soon. ... We look forward to connecting with all our existing clients under our new banner soon! www.dysonfa.com.au

18.01.2022 A plan to start saving can begin with something small. With regular contributions, no matter how tiny, over time could grow to something that could make a real difference in the life of you, or a loved one. It’s never too late to start. Small change? Big change. Give the Dyson Financial Advice office a call to explore your options on 03 5443 5546.

16.01.2022 There’s no doubt about it - the current investment environment is complicated. Jonathan Armitage, Chief Investment Officer at MLC Asset Management outlines why they continue to emphasise intensive risk-management along with careful additions to portfolios. Neil can help talk through any confusion around the current investment environment give the office a call on 03 5443 5546. https://www.mlcam.com.au//share-market-valuations-a-reason

13.01.2022 Retirement should mean relaxation, time with family, and doing all the things you didn’t have time to do when you were heading in to work every day. Anyone for Tuesday morning yoga? What it shouldn’t mean is wasting time moving your money around. Your superannuation fund may be able to provide you with flexible options for a steady, reliable income and give you the freedom to think less about account transfers and more about your downward dog. Dyson Financial Advice can help with understanding your options around your retirement income. Give the Dyson Financial Advice office a call on 03 5443 5546.

12.01.2022 There are lots of things have had to be put on hold this year is your retirement one of them? If you are concerned with having to push out your retirement because of the economic uncertainty now, a structured financial plan may be the ticket to getting your retirement back on track. Give the office a call to schedule an over-the-phone financial health check 03 5443 5546.

12.01.2022 The dream of home ownership has sung its siren’s song for many years, and as some older Australians approach retirement, there may be some concern around how a lingering mortgage could put a dampener on a retirement lifestyle. If retirement is approaching soon and your mortgage is still hanging around, a financial plan could be the difference between a lot less staycation and a lot more vacation. Give the Dyson Financial Advice office a call on 03 5443 5546 to find out how.

11.01.2022 With people around the world staying at home more it’s been fascinating to see the reports of wildlife showing up in unexpected places due to easing environmental pressures. Flamingos, which seasonally flock to the metropolitan region of Mumbai, India have arrived in record numbers this year!

09.01.2022 Who needs to travel when you have Zoom backgrounds? Neil and Maree recently swung by San Francisco whilst chatting to some members of our valuable support network on a tropical island. Just your typical Wednesday, really. For any queries you have Neil is happy to have a phone or video chat - wherever in the world you are (or wherever you want to be).

08.01.2022 When properly managed, credit cards can be a wonderful cash flow strategy for spreading out life's big expenses, but learning how to use them is a skill that may be tricky to master. Understanding your credit card's monthly billing cycle and when best to time large purchases could make a big contribution to managing a household's debt levels. To better understand your credit card, give the office a call on 03 5443 5546 and book a time to chat to Neil.

08.01.2022 Big life changes (of any sort) can bring more than just emotional upheaval they can often have financial implications as well. Understanding expenses and having a plan in place for future financial recovery could be a valuable long-term strategy for getting back on your feet. Give the office a call on 03 5443 5546 to make an appointment to discuss a financial plan that can handle whatever life is throwing at you.

08.01.2022 In these uncertain times, redundancy can sadly be a real possibility for a lot of our workforce. Carefully managed, a redundancy payout may provide an early retirement, a long wished for holiday, or a once-in-a-lifetime opportunity to change a financial future. Receiving a lump sum at the same time as life-changing news can be confusing and scary. Luckily, Neil can help. Give the office a call on 03 5443 5546 for help managing a redundancy payment.

07.01.2022 Family is more important than ever right now, and when considering a financial plan, it’s critical to also think about how they will feature. School fees, lending a hand with a first home deposit, or helping out the ones you love most with life’s ups and downs. Neil can help you through planning for your family’s future whatever that looks like for your family. Give us a call on 03 5443 5546 to schedule a chat.

06.01.2022 321HAPPY NEW (financial) YEAR! Is this the financial year you finally take control of your money? Dyson Financial Advice can provide a financial health check to give your dollars a once over and help you build a plan that will take into account your current portfolio, your goals and your risk profile. ... It’s enough to pop the champagne.

05.01.2022 Things we are loving: / Warmer weather / Easing of restrictions / Gorgeous Spring blossoms ... Things we are loving less: / Hay fever (Bless you!)

05.01.2022 At a time when we could all use some good newsresidents of a UK care home have had some fun recreating iconic album covers to keep themselves amused whilst in lockdown. Amazing work! Image credits: Sydmar Lodge Care Home

03.01.2022 We love our clients, and our primary focus is to look after them as best we can. This means that as well as paying close attention to their financial affairs, we also need to look after their health, as well as ours, in the current COVID climate. With this in mind we ask that clients call ahead to make an appointment before coming into the office. When we factor in ensuring we have enough time to address any queries, properly carry out our cleaning processes, and maintain o...ur legally required number of people per sqm, we are unfortunately unable to accommodate unscheduled appointments at this time. Making an appointment is easy - give the office a call on 03 5443 5546 and we can schedule you in for an in-office meeting, or a phone consultation, whichever will suit you best. We thank our clients for their patience and for helping us through this tricky time.

03.01.2022 We imagine a fair few Bendigo residents might remember the big egg that lived in the front window of our office. Long capturing the curiosity of the youngsters that wandered past the window, we have fielded questions about whether it’s the product of a dragon, a dinosaur, or a lost golden goose? Seen here with young Miles, we are thrilled to see the egg now living its best life as the source of a LOT of imaginative play for the kids at a local kinder!

03.01.2022 JobKeeper will be changing once again in early January, with another reduction in fortnightly payments, which may potentially leave a painful dent in family incomes. A comprehensive household budget can help with managing day to day expenses and help eliminate debt, build savings and set the course for a healthy financial future. For help with household budgeting give the office a call on 03 5443 5546 and scheduled a financial health check.

02.01.2022 There’s been a lot of talk of waves recently none of it good. Here’s some better ones, for anyone that needs them!

01.01.2022 Our financial markets continue to ride the Corona-coaster of 2020 that we’ve all come to know (but not love). For an update on your portfolio at any time, or to talk through any concerns, give the office a call on 03 5443 5546 to schedule a chat with Neil.

01.01.2022 For all the dads that are, the dads that should have been, the stepdads, the foster dads, the fur-dads, and those that have lost their dads. Happy Father’s Day from Dyson Financial Advice!