Safeguard Wealth in Balcatta, Western Australia | Local service

Safeguard Wealth

Locality: Balcatta, Western Australia

Phone: +61 477 345 866

Address: Level 1, 152 Balcatta Rd 6021 Balcatta, WA, Australia

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25.01.2022 The team at Safeguard Wealth take supporting people through life changing decisions very seriously. However there doesnt need to be a catalyst like retirement or a change in circumstances for meeting with us. It could just be because its time.

25.01.2022 Have you ever wondered what a financial planner actually does? Have a look at this short video put together by Financial Wisdom on the value of advice. Did you know the initial consultation is complimentary? ... If you would like to have your personal situation reviewed including your superannuation and life insurances call or txt me on 0477 345 866 or email me at [email protected].

24.01.2022 https://www.hsbc.com.au/1/2/futureofretirement

23.01.2022 Safeguard Wealth received their first round of annual client feedback this week and thanks to the whole team we have been able to provide some outstanding service. 95% Overall Satisfaction - With client communication and expertise being our key areas. We have a customer advocacy score of 86/100 compared to an industry average of 10.

22.01.2022 Will your finances be impacted by #FederalBudget2018? Contact us today to discuss the changes.

21.01.2022 Safeguard Wealth has not been too active on social media channels this year, however next year we will be sharing more of what we see as relevant to our followers. We will only be sharing what we believe will have an impact on your financial well-being. Please share our page to ensure our financial well-being message can be spread far and wide.

20.01.2022 Safeguard Wealth are proud to be supporting Vanessa Abbott in her endeavours to raise much needed funds for the Harry Perkins Institute.

20.01.2022 How important is personal insurance to you? A research paper compiled by Zurich Insurance Group has found that 58% of survey participants believed they could survive less than three months before needing to sell assets if they were unable to work due to illness or injury. It also found that many Australians have misperceptions about their life insurance, exposing them to a mis-insurance gap.... When were your personal insurances last assessed by a financial adviser? Are you insured in the case of serious illness or disability? If you would like to check that your current personal insurance meets your needs, call or text me on 0477 345 866 or email me at [email protected]. https://www.zurich.com.au//zurich-australia-whitepaper_aus

19.01.2022 Safeguard Wealth are getting unprecedented enquiries about retiring. Maybe its the cold weather? In a complimentary 1 hour meeting we can help you determine if you are ready.... Send us a message to this page to book your session today or call 08 9273 1313.

18.01.2022 Its never to late to learn these!!! The Commonwealth Bank have put together a list of 30 must do lessons for your 30s.

16.01.2022 Overall the budget had very little impact on superannuation this year, however an opportunity for First Home Buyers to get up to an additional $4,500 towards their deposit will be welcomed,

16.01.2022 Why do you need insurance? Call Luke Martin today to discuss your personal insurance cover.

15.01.2022 Safeguard Wealth has finished up its first week of business with a write up in the IFA magazine, great week.

15.01.2022 Many people arent aware of the changes that went into force this month that outline how superannuation funds have to disclose their fees. This has meant some huge fee disclosure increases by many funds, particularly industry funds. ASIC have published a calculator to not only calculate your end super balance but also the total fees payable.... There can be hundreds of thousands of dollars difference in your super balance if you manage this carefully. Get in touch if you would like to see where you stand.

14.01.2022 Superannuation markets over recent weeks have been somewhat volatile. It is important to consider the long term decision making process and not make short term emotional decisions. This short video helps put that into perspective.

14.01.2022 We are proud to be Financial Wisdoms 2017 National New Practice of the Year, National Centre of Influence and Western Australias Rising Star Award winners. The team are dedicated, hard working and passionate about what we do and it is exciting to be acknowledged by our professional community. We are honoured by this recognition, but the true reward for us is in knowing were doing everything we can to help each of our clients achieve their financial goals.

13.01.2022 Announcement - On July 1, in certain scenarios, insurance in your superannuation could be cancelled. If your super fund is deemed inactive government legislation will now instruct your super fund to cancel your insurance. While this is designed to protect people, it is estimated that $500m is paid in claims on inactive super funds. There is action you can take, be proactive, read your mail.... We are always here to help. Message our page or email me direct at [email protected] if you need any help or have any questions.

12.01.2022 Centrelink are making some significant changes to the way they assess eligibility for Aged Pension come January 1. While some people may get an increase, up to 300,000 people will suffer a reduction and 100,000 may lose their entitlements all together. Speak to me to see if there is a way you, or someone you know can minimise this impact.

11.01.2022 There are 44 more sleeps til the End of Financial Year. For those passionate about improving their wealth this presents a lot of opportunities. Would you like Malcom Turnbull to give you $500? ... Would you like your partner to pay $540 less tax? Are you sick of seeing that high amount of tax paid every year in your tax return? What if I told you there are other ways to do things? Send a PM to the page or email me at [email protected]

11.01.2022 Every day I speak to people to determine the level of cover thats appropriate for their needs and tailor cover thats right for them and their family. Dont let your super fund be in control of your familys future if something was to happen. Take the initiative, you dont need to even change super funds to get a tailored solution and in most cases you will be able to get a better value policy.... Message us if you would like to have a complimentary appointment to assess your needs.

10.01.2022 Safeguard Wealth has been a proud sponsor of up and coming star Joel Bennett this season. We wish the whole West Perth Football Club the best of luck for this Sundays Grand Final.

10.01.2022 The End of Financial Year is just around the corner. Are you ready?

10.01.2022 Some direct feedback from our customers: "Excellent, honest and personal service. Luke showed genuine care for me and my family." " All contact and communication with Luke Martin has been highly professional and is very much... appreciated by myself and my husband." "Excellent service experience and the trust I have in Luke to provide a service that is to the best interest of his customer." "Lukes positive attitude, knowledge and understanding towards my husband and I needs when it came to Life Insurance was beyond our expectation. He truly went out of his way to find the best policy for us and we are extremely happy with the result. Due to this we would highly recommend Luke to any family or friend given the opportunity."

09.01.2022 Theres a difference between when you can and when you do. Whats the answer?

08.01.2022 #FederalBudget2017 offers super incentives for retirees who downsize. Contact me to find out more info. http://www.budget.gov.au//glossi/factsheets/html/HA_15.htm

07.01.2022 The start of the Financial Year causes a lot of people to reflect on their retirement. If you or someone you know wants to know if you are able to retire, call Luke Martin on 9273 1313.

07.01.2022 The government has legislated stimulus measures aimed at supporting households and individuals following the significant economic consequences of COVID-19. We have summarised these government measures and provide guidance on how to apply for assistance through MyGov and Centrelink. http://cdn-au.mailsnd.com//lNtJ4qhZcpCai3Zk-yL/2286539.pdf

06.01.2022 The government has announced $130 billion of spending over the next six months to support the livelihood of Australians. The JobKeeper Payment will enable eligible employers to claim a fortnightly JobKeeper Payment of up to $1,500 per employee to help retain staff and pay wages. It is important to note that this measure is not law yet. The Prime Minister will be calling for parliament to sit in order to legislate this announcement. ... http://cdn-au.mailsnd.com//jQbUOWZse9o6WDJ5fWP/2286534.pdf

06.01.2022 Its always important to understand the value of one of your biggest assets, click below to see how your suburb has fared.

06.01.2022 Time is running out to take advantage of existing super rules. Talk to Luke Martin today you may need to act before the changes come into effect on 1 July.

01.01.2022 Competition time! Like the Safeguard Wealth Page and share and like this post and you are in the running to win a Cheeseboard and a 2015 Cab Merlot from award winning winery Wills Domain. Winner announced on Saturday 11th January at 6pm.

01.01.2022 Did you know that you can tailor the insurance you hold in your Superannuation Fund? This can potentially be a powerful strategy and can allow you to choose your types and levels of cover as well as the insurer you use. In most cases you are not locked in to your superannuation funds choice of insurer. https://www.perpetual.com.au//Insurance_in_Super_Flyer-WL.