Puddle 2 Pond Financial in Nowra, New South Wales | Financial planner

Puddle 2 Pond Financial

Locality: Nowra, New South Wales

Phone: +61 2 4424 0479

Address: 70 Osborne St 2541 Nowra, NSW, Australia

Website: http://www.puddle2pond.com.au

Likes: 275

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• Financial planner

19.01.2022 Business owners pour their blood, sweat, and tears into their business. This often means they neglect their retirement planning. Read on to discover why every business owner needs a retirement plan. #retirementplan #yourbusinessisnotyourretirementplan #clientfirstALWAYS #financialfreedom

17.01.2022 Some more great feedback from one of Amanda's clients Janice. Thank you Janice. #clientfirstALWAYS #retirementplanning #financialplanning

14.01.2022 For the first time in my life. I'm confident I can read the future. I see myself sitting in my office with a new client who has Cancer. They thought they had Life Insurance in their super. THEY DON'T ... Another new client, has severe depression and can't work anymore. They thought they had Disablement Cover and Income Protection in their Super. THEY DON'T Another has to have knee surgery. He thought he had Income Protection in his super. THEY DON'T WHY Because they didn't open their mail from their super and didn't Opt-In to keep their insurance before the 30 June 2019. They won't be the only ones. ACT NOW BEFORE IT'S TOO LATE #protectyoursuper #insurance #protectyourinsurance

13.01.2022 Are you on Maternity Leave? Those on Maternity are most at risk of losing their insurance cover due to having an inactive account (No Super contributions). Make sure you check out our post from last week and look out for mail from your super funds. Urgent action is required before the 30 June 2019.... https://www.facebook.com/Puddle2Pond/posts/2420256457998458

13.01.2022 More great feed back, thank you Lisa for sharing your experience

12.01.2022 Thinking about using your residence as an AirBNB? Read these pros and cons before you make your home available on the popular site. #clientfirstALWAYS #AirBNB #Financialplanner

11.01.2022 Just a reminder. You only have until the 30th June.

10.01.2022 There is a little-known tax inside the superannuation system that could cost you thousands. Read this article to learn how much this tax could cost you. https://www.puddle2pond.com.au/est/super-death-benefit-tax/ #deathtax #inheritancetax #superannuation

09.01.2022 One of my clients that came to us for help 12 months ago had their annual review today. Love seeing clients realise it’s not hard and that using the right strategies can help reduce / eliminate the stress. Even better love seeing Pre-retirees easily adapt and wishing they had learnt how to do it earlier. ... #financialindependence #itsnevertolate

09.01.2022 Amanda received a glowing recommendation from a technical specialist yesterday. Love her work

08.01.2022 Letters have been sent from AMP last week, however as we know 90% of people don’t open their super statements we are taking extra precautions. Look out for your letters from your super everyone or risk losing your insurance cover. More information can be found in last weeks post. https://www.facebook.com/471808052843318/posts/2420256457998458?sfns=mo

07.01.2022 We'd like to thank Linda for providing such wonderful feedback regarding the advice provided by Amanda around their recent retirement. We wish you all the best in retirement and look forward to hearing all about your trip Antarctica. We also agree Amanda has a fantastic smile, although we think that might be because helping people achieve their dreams is such a rewarding career.

06.01.2022 Leaving a legacy for your children is important but there are some considerations that many rarely consider that may put that legacy at risk. Read on to learn more.