Ocean Advice Pty Ltd in Peregian Beach | Financial planner

Ocean Advice Pty Ltd

Locality: Peregian Beach

Phone: +61 7 5471 2099

Address: 17/247 David Low Way 4573 Peregian Beach, QLD, Australia

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

Likes: 38

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• Investing service
• Financial planner

24.01.2022 It is human nature to be attracted by higher returns or more certainty, but especially in this low return world be careful to read the fine print. This is an excellent analysis by Tim McGowen of Informedinvestor of an offer that seems to have a very large advertising budget. As with most things in life, if it looks too good to be true, it often is. It is a simple rule of financial markets, you cannot earn a return higher than the cash rate without taking some element of ris...k. #valueofadvice #standformore #letsmeasureup

19.01.2022 Welcome February, where did January go? It’s been a busy week with new enquiries coming through, it looks like the new year resolutions are kicking in. With a new year (or new month), comes a new opportunity to improve your financial position. Whether it be planning for retirement in the next 10 years or reducing your debt, now is the right time to sit down with a Financial Adviser and devise an appropriate strategy to assist you achieve your goals.... As Financial Advisers, we gain great satisfaction in sitting down with clients to see where they are now, where they want to be and the best way to get them there. At Ocean Advice, we offer an initial consultation free of charge. "Life is short do stuff that matters" #valueofadvice #PeregianBeach #visitNoosa

12.01.2022 Considering downsizing? An opportunity may exist to boost your retirement asset base which will provide a greater asset and income delivery to ensure you can live the life you deserve in retirement. #downsizer... #financialadvice #retirementplanning #superannuation See more

12.01.2022 With the general election announced for 18 May, Labour are currently $1.19 favourites to be the next Australian government. One of their major policies is the proposed removal of franking credit refunds from 1 July 2019. At Ocean Advice, we have received a number of queries about whether there is a way to protect this source of income. Thankfully there is. #FrankingCredits... #Labour #Retirement #Superannuation #FinancialAdvice See more

08.01.2022 It all started when Justice Kenneth Hayne presented Treasurer Josh Frydenberg with his final report from the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry, but refused to shake his hand. Many have questioned the value of advice (and the industry), but the system is complex and people require help navigating it. Most Australians require financial advice of some sort to retire effectively, but often don’t realise. Mortgage br...oking and many financial advice models will be challenged as a result of the Royal Commission, but the industry will rise stronger with greater public trust. #standformore #valueofadvice #letsmeasureup #RoyalCommission

07.01.2022 As we near the end of the financial year it is a good opportunity to check in with your financial goals. Unfortunately, all too often we leave it too late, typically when our tax return is due, but pre 30 June is a good opportunity to ask yourself a few questions. Do you have a financial action plan? #Superannuation... #Mortgage #CashFlow #Budget #FinancialAdvice See more