Next Step Financial in Melbourne, Victoria, Australia | Financial planner

Next Step Financial

Locality: Melbourne, Victoria, Australia

Phone: +61 3 9663 3031

Address: Level 6, 175 Collins Street 3000 Melbourne, VIC, Australia

Website: https://www.nextstepfinancial.com.au

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24.01.2022 Whatever your age or stage of life, having an estate plan in place is a must. This is a way to ensure that your wishes are carried out and that your assets are distributed in the way that you want upon your death. It also reduces uncertainty for your dependants and other family members. Planning your estate can minimise tax and ensure that the right people get the right assets at the right time. http://www.nextstepfinancial.financialknowledgecentre.com.a

24.01.2022 Your personal insurance is an important part of your financial plan as it provides peace of mind and financial protection to you and your family in the event of death, total and permanent disablement, injury or illness. Here are the top 5 reasons why you should review your personal insurances frequently. If you would like your personal insurance needs reviewed, contact us now for your free, no obligation consultation at your desired location.... Call us: 03 9663 3031 Book appointment on line: https://form.jotform.co/72191879928878 http://www.nextstepfinancial.financialknowledgecentre.com.a

24.01.2022 Last week the Treasurer, Scott Morrison MP, delivered the Federal Budget for 2018. Here’s our summary of the announcements and what it could mean for you. #Budget2018 http://www.nextstepfinancial.financialknowledgecentre.com.a

24.01.2022 If you are a parent who has been asking yourself "Should I charge my adult working children board or allow them to live at home free so they can accumulate savings?", then you should read this article. https://www.smh.com.au//why-you-should-be-charging-your-ki

22.01.2022 The most common method of protecting/distributing your estates assets is through a Will, but it is not the only method. Another useful method of meeting your estate wishes is an Investment Bond. An investment bond is a non-superannuation investment vehicle that has similar features to a managed fund combined with an insurance policy. Here are the TOP 10 reasons why investment bonds should be a part of your estate planning.... 1. It does not form part of your estate/will, so it is not subject to the costs and delays associated with obtaining probate, and cannot be contested. 2. The life insured & beneficiaries can be easily updated at any time. 3. The bond is paid tax free to the beneficiaries. 4. It can be used to set up a suitable structure to look after loved ones that need ongoing support and assistance. 5. The funds are isolated for beneficiaries of your estate 6. Leaving bequests to charity 7. Intergenerational transference of wealth 8. Some strategic estate planning issues bypassing gifting and deprivation rules 9. Equalising amounts for estate purposes (family farm, business etc.) 10. Can borrow against your investment within the bond See more

20.01.2022 Are you one of the 44% of Australians that say they sometimes feel high amounts of stress related to work? If so, you could benefit from a morning meditation during your work commute to help you de-stress. https://www.wellnessdaily.com.au//5-ways-meditate-during-y

12.01.2022 Today is a day that many people fear....and this fear is called Paraskevidekatriaphobia (the fear of Friday the 13th!). You may be wondering....why is Friday the 13th unlucky. Find out why in this short video.

12.01.2022 According to recent research, approximately 45% of Australians* pass away without a will, or ‘intestate'. Intestacy may result in inconvenience, delay, and expense during a difficult time in your life having just lost a loved one. A DIY Will kit can be a quick, easy and cheap way to set up a basic Will, however they may not be the solution for everyone. http://www.nextstepfinancial.financialknowledgecentre.com.a

12.01.2022 Many families have personal insurances in place for the household’s main or sole income earner, but what about the non-working spouse? The stay-at-home-spouse is worth $143,102 per annum, which is why insuring both heads of the household may be an important consideration in developing your personal insurance plan. http://www.nextstepfinancial.financialknowledgecentre.com.a

10.01.2022 Those Friday feelings!

10.01.2022 Looking for somewhere to take your mum this weekend? Try one of these events

08.01.2022 With the growing rate in which we are finding ourselves interacting with digital technology, especially online, it may be time to consider the inclusion of your online ‘digital footprint’ or ‘cyber assets’ in your will. 'Cyber assets' include things like your Facebook, Instagram, Twitter, email, Spotify, & Netflix accounts. http://www.nextstepfinancial.financialknowledgecentre.com.a

04.01.2022 Only 4% of Australian families have adequate levels of personal risk insurance, making Australia one of the most underinsured nations in the developed world. To make sure that you have the right level (and type) of insurance for your personal situation, to ensure that you and your family are properly protected, please contact us now for your free, no obligation consultation at your desired location. Call us: 03 9663 3031... Book appointment on line: https://form.jotform.co/72191879928878 http://www.nextstepfinancial.financialknowledgecentre.com.a

04.01.2022 When you’re no longer working and chasing dollars, you may have a different perspective on what you value most about your life. Take a look at how our current generation of retirees measure their success and what living the dream means to them.