PLM Financial Group in Monbulk, Victoria, Australia | Financial service

PLM Financial Group

Locality: Monbulk, Victoria, Australia

Phone: +61 3 9756 6669

Address: 49 Main Road 3793 Monbulk, VIC, Australia

Website: http://www.plmfinancialgroup.com

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• Financial planner

24.01.2022 Why invest in your financial wellbeing? To build a bright future, have more time to travel in your prime and to stay comfortable and independent in retirement.

23.01.2022 Head on over to our website to read the latest news, market movement and newsletters: https://www.plmfinancialgroup.com/our-news

17.01.2022 Update: Good news, we have reunited the device with a very grateful owner We have just received a phone call from a kind gentleman who has found a device whilst out walking today. This device has a PLM Business card inside. Please contact us if this is you and we will re-unite you with your device

16.01.2022 THE TRUE VALUE OF FINANCIAL ADVICE: There’s plenty to consider when trying to secure your financial future. Should I pay off the mortgage or put money into super? And what about those renovations? When can I stop work? How do I afford the children’s education? Good financial advice answers these questions by mapping out your goals and putting a strategy in place to achieve them. While these financial benefits of advice have long been established, can financial advice positive...ly affect the more intangible aspects of our lives? What is the true value of advice? IOOF's ‘True value of advice’ survey revealed people who receive ongoing financial planning advice experience: - 13 per cent greater levels of overall personal happiness - 21 per cent overall increase in peace of mind - 20 per cent increased feelings of security regarding their day to day finances - 19 per cent less likelihood to have arguments with loved ones. While those that don’t receive financial advice were: - 22 per cent more likely to have their sleep disrupted due to money concerns - 15 per cent more likely to feel stress and anxiety. - 11 per cent more likely to feel concerned about their finances AN ADVISER PROVIDES THE COMFORT AND PEACE OF MIND OF A WELL THOUGHT OUT PLAN. THEY CAN HELP YOU: - understand your current investment profile and attitude to risk - help identify your lifestyle goals and put a plan in place to achieve them - help you avoid expensive financial mistakes - set a plan to protect your assets and loved ones - ensure you’re ready for the retirement you deserve - assist with planning for the next generation What’s more, as the survey suggests, advice can extend beyond measurable financial gains to improved relationships and personal happiness. That’s the true value of advice.

15.01.2022 While this year has brought many challenges, it has also helped to show us what is truly important: our health and the connections we have with our friends, families and communities. We sincerely wish you and your loved ones a happy holiday season and a healthy and joyous new year.

12.01.2022 Concerned about the implications of the Coronavirus on your investments? This article by Money Management emphasises the importance of a long-term perspective, rather than attempting to time the markets correctly, which can ultimately become a costly proposition.

08.01.2022 From July 2021, Granny Flat arrangements will be exempt from CGT.

07.01.2022 Important clarification from the Financial Planning Association in relation to the recent Melissa Caddick case. Three key points come to mind: 1. Don’t believe everything you read in the media. 2. Qualified financial advisers must be licensed. 3. Always do your research and check the ASIC financial adviser register (FAR) for current qualified and licenced financial planners.

05.01.2022 Federal Budget in a nutshell. We will soon be uploading detailed changes that the Government has made to the budget on our website. Watch this space. As always, if you have any concerns or questions, please reach out to us.

03.01.2022 This chart outlines the importance of staying the course through turbulent times. Sometimes this takes courage, but a long term objective focus outweighs any short term reactive view. As the chart outlines, there has been 37.1 bull years compared to 3.1 bear years.

03.01.2022 To all our valued clients: As we have returned to Stage three restrictions in our area, we feel it’s important to assure you that we are available to support you through these unprecedented times. If you need any support or guidance, please reach out to us. We are also more than happy to hold virtual meetings via Zoom or Skype. Take care and stay safe.