Point B Planning in Melbourne, Victoria, Australia | Financial planner

Point B Planning

Locality: Melbourne, Victoria, Australia

Phone: +61 3 9044 1950

Address: 1/260 Whitehall Street, Yarraville 3013 Melbourne, VIC, Australia

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

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• Financial planner
• Financial consultant

24.01.2022 The Government are releasing so many initiatives available to those who are doing it tough as a result of COVID-19. One such relief measure mentioned is the ability to dip into your super? But should you being doing this. We can help you navigate these decisions and plan for your financial future both in the short and long term. Get in touch today with one of our team, we are in this together and will help you make the right decisions.

24.01.2022 So what's with that 'B' in Poing B Planning'? Pretty simple really. ‘Small decisions made today will have lasting effects in the future’.... We will work with you to establish your financial targets and take you from where you are now at point A ,to your final goals, POINT B. We’d like to hear more about you, and what you do. Drop us a comment below or shoot through an email at www.pointbplanning.com.au

24.01.2022 Early retirement always sounds like a good idea! But when is it too soon to swap the work bag for a golf bag? It may be that a transition from full-time work to part-time work will work best for you. ... Being well prepared for a life of leisure comes down to effective planning. Let's get chatting and help you achieve your early retirement dream (happy to chat on the golf course)! www.pointbplanning.com.au

23.01.2022 Whatever it takes Have a great weekend :)

23.01.2022 Are you a Super statistic? We estimate an additional 7,000 employers will come forward in the next six months before the amnesty ends, The Parliament has passed legislation to implement a one-off amnesty for employers to pay any unpaid superannuation in full without the usual penalties.... We can help consolidate and review your Super so you never have to worry about looking for unpaid funds again. https://www.moneymanagement.com.au//unpaid-super-amnesty-b

21.01.2022 THREE tips to save money easily! Tip 1 - Understand your spending Tip 2 - Automate your savings plan Tip 3 - Ensure you have an emergency fund

19.01.2022 For those of you that have moved to working from home, we’d love to hear how it’s going? Do you have any tips you can share? Our tip? Take regular breaks, do some stretches, have a healthy snack or phone a friend or relative for a chat.

17.01.2022 When was the last time you had a Wealth check? If you have extra funds where should you make extra payments, your credit card or your mortgage? Maybe it's time to think about wealth creation and debt reduction.... Has this got you thinking about whether your financial plan is as effective as it could be? We can help answer all your questions. We offer a comprehensive approach when developing your tailored financial plan, this can include a debt health check and mortgage projections to make sure your money is working as hard as it can for you. www.pointbplanning.com.au

15.01.2022 Quick read! In the time it takes you down that coffee you’ll be able to read this article and learn about four money saving tricks that you can use to add to your retirement fund. https://moneysmart.gov.au/saving/simple-ways-to-save-money

14.01.2022 The world is a better place when we're smiling!

08.01.2022 2 birds with 1 stone! Learn how to save tax whilst saving for your first home To find out more, call us today (03) 9044 1950 or visit www.pointbplanning.com.au