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PlanPlus Wealth Advisers in Tamworth, New South Wales | Financial planner



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PlanPlus Wealth Advisers

Locality: Tamworth, New South Wales

Phone: +61 2 6761 2099



Address: Level 1, 307 Peel St 2340 Tamworth, NSW, Australia

Website: http://planplus.net.au

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24.01.2022 There is a lot of focus on 'losing' weight in todays society; however as you age & especially in retirement it is very common for unintentional weight loss and malnutrition. Here are a few simple tasty recipes for one that are easy to prepare to eat well and enjoy your later years..



24.01.2022 Money talk is one of our biggest taboos in Australia. But if we cant be open about it, how will our kids learn to thrive in the invisible money age? Find out more about the potential benefits of opening up about money - for you and your kids.

24.01.2022 Learning good money habits starts at home - the truth is children first learn about money and how to manage it - earn, spend, save, invest, give it away - from watching and listening to adults. Download the eBook now for ideas and activities to help kids grasp the value of money in a digital world. #sharethedream #invisiblemoneygeneration #financialplanningweek2018

21.01.2022 Great news announced today from the new Prime Minister Scott Morrison that he plans to reverse the Age Pension eligibility age from 70, back to 67.



20.01.2022 Many people dream of a life-changing windfall, but in reality wealth not earned is usually quickly squandered. So for anyone lucky enough to win in this weeks Lotto, Oz Lotto & Power Ball 'Super Week' - here's what you need to know to retain your new fortune. http://bit.ly/2NC1LAQ

18.01.2022 Its important to ask plenty of questions and read user reviews before settling on a home care provider. Whats been your experience when dealing with home care?

17.01.2022 The Tamworth Country Music Festival is in full swing!!! You may want to get cracking and book an appointment with us to discuss your financial future today by phoning 02 6761 2099 or messaging us. It is still very hot, so feel free to drop into the air conditioned office for a chat and a cold drink as you walk past.



16.01.2022 Elder abuse is not just physical, but can be financial too. Asking for small amounts of money from your elderly friends, family or relatives may mean that they forgo paying their bills or groceries.

15.01.2022 As part of Education week 2018, take a look at MoneySmartAu video that explains the importance of kids learning about money and finances in the modern world

15.01.2022 We are always available to help you make smart financial decisions. https://m.facebook.com/story.php?story_fbid=3198465200213596&id=203246099735536

15.01.2022 Downsizing the family property, doesn't necessarily mean kicking out the kids too. Why not buy the townhouse next door or the unit upstairs for them to rent from you.

14.01.2022 Children learn good habits such as behaviour, health, nutrition & fitness from their parents & grandparents. Lets add healthy money habits to the list https://youtu.be/s2Y5rRz6mDs



14.01.2022 The 2018 R U OK? Day message is to make everyday R U OK? Learn the 4 simple steps that could save a friend or family members life.

14.01.2022 Just because you have multiple children, it doesn't necessarily mean that your estate should be left equally to them. Have you REALLY thought about your estate and how it will be passed to your loved ones? http://bit.ly/2OzWeeD

14.01.2022 There are 1.6 million cars that still need to be fixed and 19,000 of them have the potentially deadly alpha airbag. Don't die wondering - you can now check to see if your car is affected at http://bit.ly/2MlKIm6

14.01.2022 Do you have multiple super accounts? Why? You may not be able to physically access it for 10, 20 or 50 years but paying multiple fees to a number of super fund providers will cost you in the long run.

14.01.2022 Do you use MyGov? If not its time you learnt as the government plans to create a 'MyHealth' record for every Australian accessible via MyGov. Your 'MyHealth' record will be an online summary of your health information & your record is designed to give you (the patient) and doctors access to timely medical information test results, referral letters and organ donation information, for starters. As someone who has seen the benefit of a life being saved by doctors having access to the correct medical information, I see the benefit of why these are being created, however if you do have concerns about the safety of some of your personal sensitive data, you have until October 15 (next 3 months) to contact the Government on 1800 723 471 and opt out, otherwise after this date a record will be automatically created.

12.01.2022 Did you know you can take out 'Title Insurance' when you buy a house to cover you against 'illegal structures' that maybe on the property. http://bit.ly/2PDoIVl This Melbourne property owner is finding out the hard way.

12.01.2022 Please support those around us, young and old.

11.01.2022 Don't just file your superannuation statement away when you receive it. The difference in fees being charged and return rates are just some of the things that can have a big impact on how much you have saved when you retire. http://bit.ly/2OvD4qa

09.01.2022 Frances 19-year-old soccer star Kylian Mbappé, is reportedly donating his entire World Cup winnings to a charity that helps children who are hospitalised or have disabilities into sport. What charities do you support?

07.01.2022 Giving kids pocket money is a great opportunity to teach children the value of money and help them understand about saving, spending and donating. Giving your children money can help them to make money decisions. They can choose whether to spend their money now or save it up for something bigger. How much pocket money do you give? (or received when a child?) https://youtu.be/CJytLtcMY5g

07.01.2022 Hi everyone, We are experiencing some volatility in the markets at the present time with concerns about the Coronavirus. Our message is not to panic and if you would like to talk to someone, please give us a call.... https://www.prime7.com.au//22743-investors-warned-not-to-p

06.01.2022 No one likes unpleasant surprises. Talking about your Will with your family can be stressful, but it can also help to avoid a worse situation when you are gone. http://bit.ly/2L7jsr6

05.01.2022 Please make an informed choice to the Federal Governments roll out of your personal medical data via My Health Record. Under its current form your personal medical data will be stored & accessible to many organisations, not just your doctor. If you have any concerns 'Opt Out' http://bit.ly/2O41VkE

05.01.2022 Please consider what happens to your superannuation upon your passing. You work too hard to support your family, so please make sure you seek advice and ensure your wishes will be followed upon your passing. This Current Affair segment shows where things can go wrong quickly, even if you think you have nominated your intended beneficiaries. https://amp.nine.com.au//7a7e665e-5bd6-4f79-a40e-cd2eb83cb

02.01.2022 You can save $100's a week in mortgage interest payments by simply adding a mortgage offset account to your home loan, or shop around for a better mortgage deal.

02.01.2022 The ATO is getting more sophisticated as they crack down on dodgy claims on your tax return - as such a growing number of Australians can expect to receive data matching letters this year. http://bit.ly/2vBHN2v

02.01.2022 Diversification is a key to creating wealth. Previously this used to be investing in cash, shares & property; but in todays world it also means investing in yourself. Many people now start online businesses, become part time Uber drivers or rent out rooms via AirBNB. While there is no guarantee that having multiple income streams will make you a millionaire, it may help make your cash flow that much easier today.

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