Reg Leis Financial Services in Gympie, Queensland | Financial planner

Reg Leis Financial Services

Locality: Gympie, Queensland

Phone: +61 7 5482 7485

Address: 10 Lawrence St 4570 Gympie, QLD, Australia

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

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25.01.2022 Do you have a current will and Power of Attorney? In 2020, COVID-19 has introduced significant health risks and changes to family life. It’s now more important to have an estate plan so you can make sure your family and loved ones are looked after.

25.01.2022 Regional Australians need access to services like Aged Care. Our Aged Care specialist Kym talks to people all the time about Aged Care options and ways to meet their needs.

24.01.2022 Much like exercise and eating well, your financial wellbeing is key to living a happy and healthy life. There’s never been a better time to get your #financial plan in place and find a financial planner you trust. (07) 5482 7485 www.regleis.com.au

22.01.2022 Treasury updated their fact sheets on the JobKeeper payment overnight. You can read more here: https://treasury.gov.au/coronavirus/jobkeeper https://treasury.gov.au/coronavirus/businesses#jobkeeper... https://treasury.gov.au/coronavirus/households

22.01.2022 Market volatility in the global share market can cause some stress and uncertainty for you as an investor. If you're worried about the impact of the #Coronavirus on your investment portfolio, there are some things you can consider. Focus on the long-term outcome, despite the variability of returns and the positive and negative short-term periods we experience from investment markets. Determine the asset allocation appropriate for you, and only change your approach when your c...ircumstances change, not when markets do. Read more here>https://www.ampcapital.com//the-increasing-economic-threat Talk to a financial planner about your investment portfolio if you’re concerned. We’re always here to help. 07 5482 7485 www.regleis.com.au

20.01.2022 Everything is temporary and this too shall pass. It can feel uncomfortable now but it won’t be like this forever. We’re big advocates of having a plan for your finances, no matter your situation.

20.01.2022 Today we celebrate 6 years working alongside Kym. She's been Reg's offsider for the last 6 years, helping clients of all ages and stages of life with their financial plans and providing advice when they've needed it. Thanks Kym, love your work!

20.01.2022 We won’t be having our Monday morning team meeting tomorrow. It’s the Labour Day Public Holiday here in Qld and we’ll be having the day off. We’ll be back on deck Tuesday to help protect what’s important to you. 5482 7485 www.regleis.com.au #labourday #maythe4thbewithyou

20.01.2022 Here’s a few tips and tricks to help you with meeting your financial goals>https://yourbestinterests.partica.online//ybi-/flipbook/1/

20.01.2022 With the end of 2020 fast approaching, we’ve got a 6 pack of Coronas up for grabs if you can be the first one to tell us how many $$$ have been given (according to the ATO) to eligible individuals as part of the early release of super in the 2019-2020 financial year. We’ll give you the tip, it’s quite a bit. Those eligible individuals adversely financially affected by COVID-19 were able to apply between 20 April 2020 and 30 June to access up to $10,000 of their super. To be our lucky winner, you must be over 18, made your guess before 8am Fri 18 Dec 2020 and be able to pick up before we close at 4pm this Friday from our office at 10 Lawrence St Gympie. Judge’s (Reg's) decision is final.

20.01.2022 Our office will be closed this coming Monday 5th October for the Queen’s Birthday public holiday. Enjoy your long weekend, whatever you get up to!

17.01.2022 We will remember them. Lest we forget.

17.01.2022 Our team are now working from home to help protect their health and well being and yours. Our office is now closed to visitors and will operate by appointment only. Our services will continue to be provided to our clients and we hope that your health and well being continue also. If we can be of assistance in these uncertain times, we’re available on our regular contact details. www.regleis.com.au

16.01.2022 As we look to the end of 2020, it’s a time many reflect on the events of their year. If you’re looking for a new year’s resolution, why not give some thought to taking an active interest in your super in 2021. Your future self will thank you.

15.01.2022 New team meetings and morning tea catchups, singing happy birthday and congratulating 10years! Very #grateful to our wonderful team and the ability to work remotely. We’re continuing to help our clients through this tough time. If you’ve got any questions regarding any of the governments initiatives relating to super, we’re available on our usual contact details. https://regleis.com.au/contact/

15.01.2022 Your Best Interests eMagazine #YBImagazine is out now - covering all you need to know about Coronavirus. Take a look at how you can financially recover from a disaster, protecting your business and perhaps most importantly how you can best care for your mental health through these challenging times. Get your copy here - https://buff.ly/2YWmPuG... #YourBestInterests #coronavirus #covid19 #financialadvice #financialliteracy

15.01.2022 The Australian Government is providing financial assistance to Australians to support them through the Coronavirus. This assistance includes income support payments, payments to support households and temporary early releases of superannuation. More info here>https://treasury.gov.au/coronavirus/households

14.01.2022 The Australian Government is supporting Australian businesses to manage cash flow challenges and retain employees. Assistance includes cash flow support to businesses and temporary measures to provide relief for financially distressed businesses. More info here>https://treasury.gov.au/coronavirus/businesses

13.01.2022 We think financial literacy is an important life skill worth learning, no matter what age you are. It’s about knowing how to manage your money and making good decisions.

13.01.2022 With many businesses operating from home, many with doors closed temporarily and others pivoting to keep going, it seems like the last few weeks have been tough ones for many locals. We just wanted to say thank you to our clients for your continued support and to our team for your fantastic efforts. We’ve helped plenty of clients with their insurance and financial queries this week. If you’ve got any questions about your financial situation, give us a call. We’re here to hel...p! (07) 5482 7485 www.regleis.com.au

12.01.2022 Congratulations Amanda on 2 years as part of the Reg Leis Financial Services team. You do an amazing job! Looking forward to sharing coffee and cake on Monday.

12.01.2022 Goals are dreams with deadlines. It's the time of year when a new group of Year 12 students are about to start chasing their dreams. It's also a good time to reassess how you're tracking towards your financial goals. #wishforit #hopeforit #dreamofit #justdoit

12.01.2022 The government will allow people to access up to $10,000 from their superannuation this financial year among a range of measures designed to assist those in immediate need.

11.01.2022 ASIC has written a letter to the real estate institutes in each state outlining concerns about some real estate agents who are advising tenants to apply for early release of their superannuation. https://asic.gov.au//asic-letter-unlicensed-financial-adv/

11.01.2022 Happy New Financial Year! What’s your #goals for this year?

11.01.2022 It’s always a good idea to get some financial advice if your circumstances change. We’re here to help. (07) 5481 7485 www.regleis.com.au

11.01.2022 Have you got a financial plan for your retirement years? You might be retired for 20+ years so it’s essential to kick start your plan for now and into the future. This is where we can help. Make an obligation-free appointment to talk to a financial adviser today. (07) 5482 7485 | https://regleis.com.au/financial-servi/retirement-planning/

11.01.2022 The team at Reg Leis Financial Services would like to wish you a Merry Christmas & Happy New Year. We thank you for your valued support during 2020 and look forward to helping you with your financial plans no matter what age or stage of life you are in 2021. Our office is now closed until 4 Jan 2021.... #financialplanner #financialfuture #bringon2021

11.01.2022 Happy Father’s Day. We hope you feel the love!

10.01.2022 We’re hoping that anyone who’s withdrawn their super to help with cashflow at this point has been given some good advice on the effect of this move, especially if it impacts any insurance inside super.

10.01.2022 We’re all for a bit of luck at the moment!

10.01.2022 The Reserve Bank of Australia has announced an ‘unprecedented’ cash rate cut to an all-time low today.

09.01.2022 We love our team and we know you do too. Given the uncertainty of the Coronavirus (COVID-19), we're taking steps to maintain a safe and healthy workplace for our employees, clients and visitors. These include a number of things we're doing in relation to workplace hygiene and protecting those around us. Not everyone in this world is blessed with a strong immune system. From Fri 20 March 2020, we're asking that any visitors to our workplace consider whether you have: -been tra...velling overseas in the last 14 days -are unwell with a fever, cough, shortness of breath, any cold or flu like symptoms -have been in contact with anyone who either has the Coronavirus or has been in contact with someone who has the Coronavirus. If this is you, please call us on (07) 5482 7485 to assist you by phone or email us on [email protected] to assist you via email or to rearrange your appointment. We'll continue to follow the direction of the Australian Government and Qld Health in relation to Coronavirus (COVID-19). To find our more about Coronavirus you can find more details here: https://www.qld.gov.au//conditions/he/coronavirus-covid-19 We look forward to continuing to assist our community during this unusual time.

09.01.2022 We want to wish our financial planner Kym, her hubby Jake and soon-to-be big brother Cooper all the best for the arrival of their next family addition. Looking forward to some cuddles with the new bub when we get the chance. #allthebest #lifechanges #regisagreatname

08.01.2022 Early Access Super - Members urged to check insurance implication. Superannuation fund trustees are worried about the insurance status of fund members who access the Government’s $10,000 hardship early release program and run their balances down to zero or close to zero. This was because the Government’s changes to insurance inside superannuation would mean that, unless members had specifically opted into insurance inside superannuation, they would need to be conscious of the... possible loss of insurance when balances were run down significantly below $6,000. The superannuation fund trustee concerns come despite reassurances issued by the Assistant Minister for Superannuation, Financial Services and Financial Technology, Senator Jane Hume, that there would be no automatic cut-off of people who left their accounts with low balances. But even Hume acknowledged that people would have to have left enough in their accounts to cover their insurance premiums. Hume said that if an account was active and stood at less than $6,000 at any time after 1 November, 2019, the member’s insurance would not be switched off automatically under the law. But she added on social media: Of course, you need to leave enough to cover premiums and some funds may have their own rules- talk to your fund for details. Commenting on the situation, Deloitte superannuation partner, Russell Mason, said that it was to be hoped that members who sought early access to their superannuation were made fully aware of the implications. It would be very concerning if they failed to appreciate the unintended consequences and the possibility it might take two or three years to rebuild their balance to a level where they get insurance cover back, he said. Credit: Mike Taylor, Money Management, 20 April 2020

07.01.2022 Happiness is not something readymade. It comes from your own actions - Dali Lama. What steps are you taking to achieve your financial goals? We provide financial advisory services to help people reach their financial goals, no matter what age or stage of life. ... It's worth a chat to see how we can help you.

07.01.2022 How’s your #newfinancialyear goals going? We’re always happy to help you make your goals a reality.

06.01.2022 Happy Mother’s Day!

06.01.2022 Congratulations to our rockstar Client Manager Amanda on her 3 year anniversary today. Thank you for your 5 star care of our clients. Love your work!

06.01.2022 | THE FACTS ABOUT WOMEN AND SUPER | Why the numbers don't stack up...women currently retire with 47% less superannuation than men, women live 5 years longer than men on average, women only receive 1/3 of the government tax concessions on super, 40% of older single retired women live in poverty and experience economic insecurity in retirement, just over 46% of the workforce are women, 44% of women rely on their partners income as the main source of funds for retirement, 8.5% o...f women between 65 and 74 still have a mortgage, the average female salary is $44,000 (including part-time workers), female graduates earn $5,000 less than male graduates for the same role and women spend on average five hours more per day caring for children than men. If you want to learn more about what to do about your super and get some help with some strategies to help improve your retirement outcomes, give us a call. (06) 5482 7485 | https://regleis.com.au/financial-services/superannuation/ https://www.womeninsuper.com.au//the-facts-about-wo/gjumzs

06.01.2022 Monday morning meetings are just a little bit different now. Our team are still busy working from home, making sure everyones’ financial situations are still being carefully looked at and assistance given. As local financial planners, we’re here to help small businesses and individuals navigate their way through the current COVID-19 situation. If you have any queries relating to your financial situation during this time, give us a call. (07) 5482 7485... www.regleis.com.au See more

06.01.2022 It’s been a busy year at Reg Leis Financial Services. We are closing for our annual Christmas break on 18th December to give our team a chance to spend time with family and enjoy a well earned break. We’ll still be available on our after hours number and by email if needed. Thank you for your support this year, it is truly appreciated.

06.01.2022 Put your feet up with a cuppa and sink your teeth into the latest Your Best Interests #ybimagazine This month’s eMagazine looks at what you need to know to get through the difficult times due to Covid-19, from budget hacks to survive a recession to mental health and more! Read more here - https://buff.ly/3b7hR2b #yourbestinterests #YBI #financialadvice #community

06.01.2022 Winners are grinners.

05.01.2022 Congratulations to our financial planner, Kym, hubby Jake and big brother Cooper on new arrival, Sonny Edgar. Exciting times ahead!

05.01.2022 Has Coronavirus landed you at Centrelink for the first time?

05.01.2022 Habits that did you no favours in the past don't need to define you. Now is the perfect time to break the habits holding you back & create new ones that will get you closer to your goals. Your Best Interests eMagazine has some great tips here>https://buff.ly/2Seprkn

04.01.2022 Happy International Women’s Day! International Women’s Day is a day for celebrating women’s achievements. The financial industry is full of many outstanding women and we celebrate the fabulous women in our workplace and those we work with in our community and industry. #lovewhatyoudo #EachforEqual #IWD2020

02.01.2022 The ATO and Industry Super Australia are warning anyone who has taken advantage of the Government hardship early access to superannuation scheme to make sure the funds are used correctly and for the purpose intended. https://www.moneymanagement.com.au//isa-welcome-ato-clamp-

02.01.2022 With the hundreds of thousands of people who have signed up for early access to their super due to COVID-19, be aware there are scammers who are taking advantage of this unprecedented situation.

01.01.2022 Our team are all spending time at home with family this Easter long weekend. We'll be taking a break from 5pm Thursday 9 April until 8:30am Tuesday 14 April 2020. Our emergency contact details are available on our website should you need us. We wish you all good health and blessings as you celebrate Easter this year.

01.01.2022 Hard to believe that 8 weeks tomorrow is Christmas Eve. Have you started planning your Christmas for 2020?

01.01.2022 In life, it's not where you go, it's who you travel with.

01.01.2022 We’re installing a new phone system in the morning and fingers crossed all goes well. As with anything IT related, there’s always an element of the unknown. If you can’t get through on our regular phone number, please try again. We appreciate your patience while we learn to navigate a new system.

01.01.2022 It’s R U OK day, a reminder that every day is a day to start a conversation that could change a life. It’s our job as financial advisers to have conversations with people and make sure they’re ok. Often we’re helping people through their tough times, their exciting times and during the transitions in their lives. We help people plan, take action and help out when needed. #ruok #ruokeveryday #conversations TradeMutt