Perspective Financial Services Pty Ltd in South Yarra, Victoria | Financial planner

Perspective Financial Services Pty Ltd

Locality: South Yarra, Victoria

Phone: +61 3 9826 3383

Address: 383 Malvern Rd 3141 South Yarra, VIC, Australia

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

Likes: 233

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• Financial planner
• Bank
• Investment bank

19.01.2022 With low rates of indexation over the last 10 years, why are insurance premiums increasing so significantly? Challenges facing the insurance industry These include increasing heavy losses due largely to high income protection (IP) claims, heightened lapse rates and continually reducing interest rates that are heading closer to zero. Over the past 5 years, the life insurance industry has lost around $4 billion on retail IP products including a $1.47 billion loss in calendar... year 2019. We are expecting a wave of premium rate changes to emerge across the industry in the next six Months - Simon Swanson, Clearview There are many varaibles with insurance and new ways to package cover to reduce costs. We hate paying for something we hope never to see but speak to us to discuss your options because you don't know what you don't know and better to find out before it's too late.

14.01.2022 Beware of COVID-19 Fraud: It has come to our attention that scammers have made applications to the ATO to withdraw funds from super under the COVID-19 early release scheme. They are changing bank accounts so that funds withdrawn go to their accounts. The ATO and super funds are onto it however, I implore you to be vigilant about reading and responding to communications from your providers so that you can catch the fraud prior to it occurring. ... If you hold your life/TPD insurance in your superannuation fund, be extra vigilant because a low balance resulting from a transfer of funds could mean that you risk losing your insurance and leaving you and your loved ones exposed. Please read your mail, SMS and emails (including junk email)

12.01.2022 What a sad day here in Victoria with the tragic loss of 4 policeman. It's unbelieveable that such a horrible accident could occur that has taken the most police lives in a single incident EVER and especially when the roads are so unusally quiet due to the COVID-19 measures. Terrible. Perspective is across the road from the Prahran Police Station. We have a charming cafe 2 doors up from the station, Aura espresso bar. They are also struggling in the current environment. We have donated $100 to Aura Cafe to give free coffee to the police today. Victoria Police #randomactsofkindness #frontlineworkers #justasmallgesture #THANKYOU

11.01.2022 Esther Althaus has been short-listed for the Financial Standard Power50 most influential advisers in Australia. "We are living during incredible times. Everyone's experience is so different and we are all trying to do the best we can. I feel privileged to work in an environment where I CAN still work and help people focus on their financial well-being". Please take a moment to support Esther's nomination. "By supporting me you support our profession and our contribution to t...he continued services that people need to get through this period with a sense of being OK." #financial #ruok #peaceofmind #thistooshallpass #thankyou

11.01.2022 Pun Warning: Putting things into Perspective

03.01.2022 Audio recording of my presentation - Financial Resilience During COVID. R U OK Day #ruok #positivemindset #financialfreedom