Paul Stephan Online Financial Planning in Perth, Western Australia | Financial planner

Paul Stephan Online Financial Planning

Locality: Perth, Western Australia

Phone: +61 8 9481 5994

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• Financial service
• Financial planner
• Financial consultant

25.01.2022 Retired and feeling a little anxious? Youre not alone...heres some practical tips to help improve your peace of mind.

25.01.2022 And for financial direction to be effective, there must be a destination. What is yours? "To arrive at age 60 with enough money to be able to retire if I want to, and never have to worry about money again"

24.01.2022 Working from home because of coronavirus?

21.01.2022 Managing your own investments? A great article for those that do...

20.01.2022 Love this... "What Are Self-Limiting Beliefs? To put it simply, self-limiting beliefs are assumptions or perceptions that youve got about yourself and about the way the world works. These assumptions are self-limiting because in some way theyre holding you back from achieving what you are capable of."

20.01.2022 LEAVE A SIMPLE WILL. NOT A COMPLEX MESS. Well sort out your Will and Estate Plan so all anyone has to do when you die is enjoy what youve left them. Without any of the usual confusion, conflict, time-consuming administration and costs.

19.01.2022 Retired and feeling a little anxious? You're not alone...here's some practical tips to help improve your peace of mind.

19.01.2022 How much do you know about estate planning?

19.01.2022 Nearing retirement? Creating a budget helps you understand what you need to be comfortable in retirement. Other benefits include understanding how much is left to contribute to goals, debt reduction or investing. ... Download my free copy here https://paulstephan.com.au/tips-tools/

18.01.2022 Ready to update yours? https://buff.ly/31sZpya

17.01.2022 Accessing super is an option for many doing it tough at present. Before you decide, it might help to understand the long term effects. If you need help considering options, contact us, its what we do.

16.01.2022 Are you a small business owner considering retirement within 5 years? Dont wait til its on your doorstep. There are things you should know and opportunities you could take, NOW. Ask me how...

15.01.2022 Happy New Financial Year! Whats your Financial New Year resolution...?

14.01.2022 Where would you go for advice that is "financial" in nature?

14.01.2022 It's that time of year...and for those nearing retirement, can be advantageous. Contact me for professional guidance.

13.01.2022 As we approach retirement, protecting our investments becomes more important as we have less time to recover from downturns. "Re-balancing" is an effective strategy and a critical part of our advice services. Want to know more? Contact us 9481 5994 or [email protected]

12.01.2022 Got a financial dream?

11.01.2022 "Discipline is the bridge between goals and accomplishment."

11.01.2022 Making sure your wishes are carried out is simple when you have a legal Will. 1 in 2 Australians dont have one, leaving it up to their family to decide how to share their assets after they pass. Reduce the stress on your loved ones and give yourself the gift of peace of mind with a Will and Estate Plan.

11.01.2022 "Push yourself. Because no one else is going to do it for you."

10.01.2022 How much do you need to be financially free?

10.01.2022 The importance of super contributions is higher when you are within 5 years of retirement. Heres some end of financial year strategies to consider.

09.01.2022 There are many approaches to deriving income in retirement. Depending solely on dividends paid by Australian companies, comes with great risk. Diversification is Key.

09.01.2022 The importance of super contributions is higher when you are within 5 years of retirement. Here's some end of financial year strategies to consider.

07.01.2022 As June 30 approaches, please be extra wary of tax scams.

05.01.2022 Should you be considering splitting super contributions with your spouse?

04.01.2022 Are you a small business owner considering retirement within 5 years? Don't wait til it's on your doorstep. There are things you should know and opportunities you could take, NOW. Ask me how...

03.01.2022 Sitting down with new clients this is the most common missing component of their financial plan and typically, the first we rectify.

03.01.2022 Its that time of year...and for those nearing retirement, can be advantageous. Contact me for professional guidance.

03.01.2022 Managing a relationship with your super or investment balance well during volatile times, is similar to managing life in stressful times. Take action to control what you can and stay focused on your long term goals.

03.01.2022 Happy New Financial Year! What's your Financial New Year resolution...?

02.01.2022 Considering retirement within 5 years? For many nearing retirement, the current market volatility and general uncertainty is a source of anxiety. Heres a few tips to consider.

01.01.2022 Taking stock of your finances is the first step to taking control. Your personal register should include a list of all assets, investments, loans, super accounts & insurance policies. Account numbers, values and owners should be noted. Noting where your Will is located will be helpful to your family. Need help? ... Request our template here [email protected] See more

01.01.2022 The end of the financial year is fast approaching...