Rancie Financial in Melbourne, Victoria, Australia | Bank

Rancie Financial

Locality: Melbourne, Victoria, Australia

Phone: +61 3 9671 4990

Address: Level 4 420 Collins Street 3000 Melbourne, VIC, Australia

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

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• Investing service
• Financial planner
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• Investment bank

25.01.2022 Whether its volunteering your time giving donations, getting behind a cause that resonates with you has never been easier - read more for tips and tax insight. https://fsparticlehub.com//a-guide-to-charitable-donations/

24.01.2022 http://www.inc.com//5-first-steps-to-building-a-strong-per. Its important to be intentional when it comes to your personal brand.

23.01.2022 Estate Planning Seminar. Did you know? More than 50 per cent of Australians dont have a Will! In simple terms, estate planning involves planning for both what happens to your assets and affairs after your death and who takes charge of your affairs in the event you lose capacity. Along with aged care, estate planning is a topic most people tend not think about too much. Thats understandable, but its important and will make life much easier for your family and loved ones yo...u leave behind. To begin to plan, you need to identify your estate planning needs based on your situation and wishes. From there its important to understand what forms part of your estate and what doesnt. The rules can be complicated but its important to get it right. We have invited into our office Madelaine Pelser from Hutchison Legal to help explain some of the traps, pitfalls and strategies that you can utilise to ensure your estate is in order. Details below: Date: Friday 16th November 2018 Time: 12pm Location: 4/420 Collins Street, Melbourne Lunch will be provided. To reserve your place, call Jon on 03 96714990 or email [email protected]

22.01.2022 http://www.apexinsights.anz.com//much-hinges-on-us-electio Much hinges on US election and rates.

20.01.2022 Equities seminar- Market Update 3 August 2018 We have managed to secure a top speaker for our next seminar. Julia Lee is a senior analyst with Bell Potter securities. She will provide us with a market update. Depending on the channels you watch, you may have seen her on TV.... As we expect a solid turnout we have hired a larger seminar room. Please note the venue details: The venue will be: ANZ Building 100 Queen Street (around the corner from us) Level 34 The seminar will start at 12:00 noon sharp. A sandwich lunch will be served. Please advise any dietary requirements. On entry to the building, go to the Concierge desk to obtain a day-pass to access the elevators. Please confirm your attendance indicating the numbers attending [email protected] or 03 9671 4990. We look forward to seeing you there. Julia Lee - Bio Julia Lee is an Equity Strategist with Bell Direct with over 17 years experience in financial markets. She specialises in stock selection strategies and combining fundamental and technical analysis for trading and investment decisions. Julia is the host for the show Equity Investor on the SKY Business channel. She is also a frequent speaker at industry conferences and events and speaks regularly for the ASX, Australian Shareholders Association and Australian Investors Associations. She has done television interviews to SKY, SKY Business Channel, ABC, SBS, Nine news, Ten news, CNBC and Bloomberg. Julia Lee is on the board of directors for the Australian Stockbrokers Foundation. She has her Master of Business in Finance (MBus), is an accredited Derivatives Adviser 2 (ADA2(ASX)) and is RG 146 compliant.

20.01.2022 Estate Planning Seminar! Did you know? More than 50 per cent of Australians dont have a Will! In simple terms, estate planning involves planning for both what happens to your assets and affairs after your death and who takes charge of your affairs in the event you lose capacity. Along with aged care, estate planning is a topic most people tend not think about too much. Thats understandable, but its important and will make life much easier for your family and loved ones yo...u leave behind. To begin to plan, you need to identify your estate planning needs based on your situation and wishes. From there its important to understand what forms part of your estate and what doesnt. The rules can be complicated but its important to get it right. We have invited into our office Nadia Falcone & Rhiannon Saint from Falcone & Adams Lawyers to help explain some of the traps, pitfalls and strategies that you can utilise to ensure your estate is in order. Details below: Date: Friday 26th May 2017 Time: 12pm Location: 4/420 Collins Street, Melbourne Lunch will be provided. To reserve your place, call Jon on 03 96714990 or email [email protected] If youd like to bring a family member or friend along, please register their details. Please also feel free to forward this email onto to anyone else who you think might benefit from this seminar. When travelling to our offices you can park at 501 Bourke street (RACV Club), and we will cover all parking costs. Please bring the pink slip you receive upon entering the car park. If youre travelling by train we recommend you either get off at Flinders street train station of Southern Cross train station. The walk from either station will take around 10 minutes. We hope to hear from you soon.

19.01.2022 http://www.abc.net.au/news/programs/the-business/. Amazon is coming!

19.01.2022 According to recent projections $22.5b worth of new aged care facilities are required before 2031 to house the ageing population. But do you prefer to age in your own home like 64% of survey respondents? If so, is it time to revisit your financial plan? https://riarticlehub.com//06/27/aged-care-what-are-the-co/

19.01.2022 Residential Property Seminar: Residential property has been a popular investment choice for many Australians but deciding if it is the right place to invest your hard-earned money can be a difficult one. Consider the pros and cons before you dive head-first into a long-term investment. This will put your mind at ease and allow you to suitably assess if property investment is right for you. Some pros and cons to be aware of when investing.. The pros of property investment... You can earn rental income from having tenants rent out your investment property. Benefit from capital growth if you buy at a good price and the property increases in value. The interest on an investment home loan is tax deductable. The cons of property investment Your rental income usually wont cover your total mortgage repayments so you may have to invest some of your income for repayments and expenses. Interest rate rises will affect your return and put the pinch on your disposable income and if the property market goes down, so too does your investment. There are high entry and exit costs associated with property investment. If you go through periods without tenants you have to be prepared to cover the entire costs. To help provide some clarity on the complexities of investing in the residential property market we have invited Hugh Francis from Ray White Real Estate to help explain the key things you should be aware of. Seminar details below: Topic: Investing in residential property Location: 4/420 Collins Street, Melbourne Date & Time: Friday 22nd September @ 12:00pm Duration: 1 Hour (There will be time for questions) Lunch: Will be provided Parking: RACV Club, 501 Bourke Street. Bring the pink slip with you and we will cover the cost for you. We expect this seminar to be very well attended so if youre interested in learning more about investing in the residential property market please do book your place as soon as you can. To book your seat please email [email protected] or call 9671 4990.

16.01.2022 https://m3articlehub.com//property-and-super-beware-the-p/ Property prices have reflected the popularity of this asset class with SMSF investors. Its a strategy with plenty.

16.01.2022 Market Wrap - May 2017 Share markets rose during the month, following ongoing stability across the global economy and some recovery in investor sentiment. Bond yields fell (prices rose) as several key production surveys softened in the US with some early indication of a peak in economic data momentum and commodity prices. Credit spreads continued to benefit from easy financial conditions and strong investor appetite.... The US dollar (USD) gained against major cross rates alongside the yen while the Australian dollar (AUD) fell as commodity prices declined. Emerging market shares and bonds performed well despite rising tensions on the Korean Peninsula. Most markets in the region have continued to benefit from the broad-based recovery in Chinese industrial activity. Economic growth surprised to the upside in China as GDP growth came in at 6.9% (year on year) in Q1. The housing market remains stable but authorities continued to crack down on financial risks by limiting credit growth in certain pockets of the financial system. Australian economic indicators are generally stable. Headline inflation bounced in Q1 as business conditions remained strong. That said, consumer spending has remained soft which is likely to see the RBA keeping rates on hold. Major asset class performance (%) Asset classes 1 month 12 months 5 years (p.a) Australian shares 1.0 17.5 10.8 Global shares (hedged) 1.3 19.2 14.4 Global shares (unhedged) 3.6 16.9 17.7 Global emerging markets (unhedged) 4.2 21.6 8.4 Global small companies (unhedged) 4.2 20.0 19.2 Global listed property 0.5 4.7 11.0 Cash 0.1 1.9 2.6 Australian fixed income 0.8 2.6 4.9 International fixed income 0.7 2.6 5.8 Source: JP Morgan & ANZ Wealth, 30 April 2017. Indices: Australian Shares - S&P / ASX300 Accumulation, Global Shares (hedged/unhedged) - MSCI World ex Australia, Global Emerging Markets - MSCI Emerging Free Net in AUD (unhedged), Global Small Companies (unhedged) - MSCI World Small Cap ex Australia, Global Listed Property - FTSE EPRA/NAREIT Developed Rental Index ex Australia (hedged), Cash - Bloomberg Bank Bill, Australian Fixed Income - Bloomberg Composite Bond All Maturities, International Fixed Income - Barclays Global Aggregate Bond Index (hedged). Please note: Past performance is not indicative of future performance. Currency At close 30/04 % change 1 month % change 12 months AUD/USD 0.75 -1.8 0.00 AUD/Euro 0.69 -4.0 5.6 AUD/Yen 83.52 -1.7 4.7 Trade weighted index 64.5 -2.6 2.5 Source: Bloomberg & ANZ Wealth, 30 April 2017. All foreign exchange rates are rounded to two decimal places. Please note: Past performance is not indicative of future performance.

16.01.2022 Volunteering and gifting to no-for-profit causes has never been easier. This article delves into how you can help give back and claim tax deductions on donations https://riarticlehub.com//19/a-guide-to-charitable-donati/

15.01.2022 Retirement Planning Seminar: At Rancie Financial, one of the first things we do when a client comes to talk to us about their retirement planning options is sit down with them and find out what retirement means to them. A question we always ask is what do you want to do when you stop work? Some common answers are:... We want to travel more - locally or overseas Im going to spend more time with my family Ill spend more time (and money) on my hobbies I dont want to stop work altogether Im not sure but I want enough money to live on. Another question we always ask is, when it comes to your retirement, what do you worry about most? We usually get answers like this: I dont want to run out of money Can I get the pension? I want my partner to have enough to live on when Im gone How do I manage when the share market looks shaky? Its important to recognise retirement as a time of great change. And while the thought of staying in bed on a cold winters morning may be appealing, managing the many lifestyle changes is something you shouldnt underestimate. Retirement will look different for everyone but with careful planning you can take control by seeking advice. In an effort to help answer some of the questions listed above and identify how we might be able to assist, we have organised a Planning for Retirement Seminar which will be held on Thursday 23rd March from 7:00pm to 8:00pm (refreshments will be provided). The seminar will be held at the Donvale bowls club (Mullum Mullum Reserve, enter from Springvale or Reynolds Road). Bookings can be made by emailing [email protected] or calling Jon on 9671 4990. Attend the seminar and go into the draw to win $150 voucher to the French restaurant Chez Olivier - 4.8 stars. We hope to hear from you soon.

14.01.2022 According to a survey focussed on baby boomers over 64% of people would prefer to age in their current homes, rather than downsizing or moving into aged care. Is it time you reconsidered your financial plan with aged care in mind? https://fsparticlehub.com//27/aged-care-what-are-the-costs/

13.01.2022 Are you looking for an Aged Care facility for a loved one, or maybe even yourself in the future? Its one thing to understand the Aged Care rules; its another thing to be able to find the right care facility for your loved ones. Finding the most appropriate care facility can be like finding a needle in a haystack, which is why we have invited Jayne Maini from Millennium Aged Care to run a seminar, where she will help explain the traps and pitfalls when it comes to finding t...he right facility, and the key things to look out for. Who are Millennium Aged Care? Millennium Aged Care are a team of independent specialists, who have been providing aged care accommodation solutions and advice to individuals and families for over 18 years. The company was initially established in 1999 by three health care professionals in response to a growing demand within the community for a consolidated independent advocacy service, that could provide comprehensive, informed assistance to those seeking placement in permanent and /or respite aged care. Seminar Details below: Date: Friday 31st August 2018 Time: 12pm Location: 4/420 Collins Street, Melbourne Lunch will be provided. If youre interested in coming along, please do let us know. To reserve your place, call Jon or Joelyne on 03 96714990 or email [email protected]

12.01.2022 When the worst happens families often discover the life insurance component of their loved ones super is underwhelming; some will receive just $300,000 or less - barely enough to pay off their mortgage. https://fsparticlehub.com//are-you-insuring-your-biggest-/

11.01.2022 When will it end!

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10.01.2022 Planning for your Retirement Seminar Tuesday 18th October from 7:00pm to 8:00pm. How does your retirement look?

09.01.2022 Home Loan Seminar: For the vast majority of people, its impossible to buy a home without a mortgage! Getting hundreds of thousands of dollars together to put down as one lump sum is a privilege reserved for very few.... As it stands, its as much as most homebuyers can do to scrape together a deposit. The rest has to be borrowed from a bank or building society. Fortunately, there are lenders offering a whole range of different types of mortgages. Whether you are buying your first home, re-mortgaging or moving up the property ladder, there should be a home loan suitable for you. To help you navigate your way around the home loan environment we have invited Joel Sanchez (ANZ Mobile Lending Manager) into our offices to further explain the pro and cons of having a home loan, the fees to look out for, interest rates; fixed or variable, the term of your loan and the impact it has, and also answer any other questions that you may have, so please do come along. Details below: Date: Thursday 29th September 2016 Time: 12pm Location: 4/420 Collins Street, Melbourne Lunch will be provided. To reserve your place, call Jon on 03 96714990 or email [email protected] If youd like to bring a family member or friend along, please register their details. Please also feel free to forward this email onto to anyone else who you think might benefit from this seminar.

09.01.2022 Financial planning allows you to understand how each financial decision you make; affects other areas of your finances.

08.01.2022 Home Loan Seminar For the vast majority of people, its impossible to buy a home without a mortgage! Getting hundreds of thousands of dollars together to put down as one lump sum is a privilege reserved for very few.... As it stands, its as much as most homebuyers can do to scrape together a deposit. The rest has to be borrowed from a bank or building society. Fortunately, there are lenders offering a whole range of different types of mortgages. Whether you are buying your first home, re-mortgaging or moving up the property ladder, there should be a home loan suitable for you. To help you navigate your way around the home loan environment we have invited Joel Sanchez (ANZ Mobile Lending Manager) into our offices to further explain the pro and cons of having a home loan, the fees to look out for, interest rates; fixed or variable, the term of your loan and the impact it has, and also answer any other questions that you may have, so please do come along. Details below: Date: Thursday 29th September 2016 Time: 12pm Location: 4/420 Collins Street, Melbourne Lunch will be provided. To reserve your place, call Jon on 03 96714990 or email [email protected] If youd like to bring a family member or friend along, please register their details. Please also feel free to forward this email onto to anyone else who you think might benefit from this seminar. We look forward to hearing from you soon.

07.01.2022 Good reminder that being productive, successful and healthy is about your whole life. Make time to create an environment that helps you be your best self. http://www.businessinsider.com/habits-of-productive-success

02.01.2022 Home Loan Seminar! For the vast majority of people, its impossible to buy a home without a mortgage! Getting hundreds of thousands of dollars together to put down as one lump sum is a privilege reserved for very few.... As it stands, its as much as most homebuyers can do to scrape together a deposit. The rest has to be borrowed from a bank or building society. Fortunately, there are lenders offering a whole range of different types of mortgages. Whether you are buying your first home, re-mortgaging or moving up the property ladder, there should be a home loan suitable for you. To help you navigate your way around the home loan environment we have invited Joel Sanchez (ANZ Mobile Lending Manager) into our offices to further explain the pro and cons of having a home loan, the fees to look out for, interest rates; fixed or variable, the term of your loan and the impact it has, and also answer any other questions that you may have, so please do come along. Details below: Date: Friday 24th February 2017 Time: 12pm Location: 4/420 Collins Street, Melbourne Lunch will be provided. To reserve your place, call Jon on 03 96714990 or email [email protected] If youd like to bring a family member or friend along, please register their details. Please also feel free to forward this email onto to anyone else who you think might benefit from this seminar. We hope to hear from you soon.

02.01.2022 https://www.lifehacker.com.au//common-money-mistakes-from/ Why not to ignore your retirement planning when youre young!

02.01.2022 Are you missing out? A guide to government entitlements https://m3articlehub.com//are-you-missing-out-a-guide-to-/

01.01.2022 Emerging evidence suggests young people who display resilience are more likely to achieve school success. Moreover its a vital attribute for all of us in managing stress and ensuring general wellbeing. https://riarticlehub.com//07/19/5-ways-to-build-resilience/