Solution F Wealth Management in Bungendore, New South Wales | Financial planner

Solution F Wealth Management

Locality: Bungendore, New South Wales

Phone: +61 2 6238 0330

Address: 16 Rutledge Street 2621 Bungendore, NSW, Australia

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

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• Investing service
• Financial planner
• Estate planning solicitor

25.01.2022 A common belief in investing is that one needs lots of intelligence and knowledge to succeed and do well. While it is definitely true that investors need a ton of knowledge to invest successfully, the point here is that knowledge alone is useless if it is not coupled with discipline and the right temperament.

24.01.2022 Melissa, 20 years ago on the 9th April 1999, you commenced employment with Solution F and a fantastic journey began, one that neither of us could have foreseen. Whilst marriage and raising children together weren’t in your original contract, working to help build Solution F certainly was, and you have continued to do this throughout the 20 years. As well as working alongside me in the business, you have also dedicated your life to our family and have allowed me to devote mo...re time to the business, knowing our family was in good hands. Entrepreneurship is certainly a team sport so thank you Melissa; without you this journey would have been impossible. On behalf of the amazing team we work alongside each and every day, congratulations on your 20 years of service at Solution F! - Peter

24.01.2022 Here is a comparison of the Coalition and Labor’s proposals to the current super rules, not only as input to our voting decisions this coming weekend, but as a good reminder on ways to put more into superannuation.

24.01.2022 If you haven’t checked your super fund or life insurance lately, you could be in for a nasty surprise from July 1 when new rules mean millions of policies will be automatically shut down.

23.01.2022 Do you bank with Commonwealth Bank? There is a very clever HOAX offering $500 for product testing doing the rounds via text messaging. This is a SCAM and you should report it to [email protected]

21.01.2022 It's clear exercise has health benefits both physical and mental but what if we could actually prove it was more important to your mental health than your economic status?

20.01.2022 The Financial Times recently sat down with Dimensional Co-CEO and Chief Investment Officer Gerard O’Reilly. The interview covers O’Reilly’s path to Dimensional, his leadership alongside Co-CEO Dave Butler, and the firm’s research-based culture and approach to investing.

19.01.2022 Just seven per cent of older Australians were able to correctly answer three simple questions in a study researchers say has exposed dangerous levels of financial illiteracy.

18.01.2022 How do you define success?

18.01.2022 You might hold insurance through your super fund and if you do, it might be cancelled if you or your employer haven’t made a contribution for the last 16 months. So it’s worth checking whether you’re affected. The easiest way to know if you’re affected is to open and read any letters, emails or SMS messages you receive from your super fund. If you haven’t received any communication, but think you should have, reach out to your fund they may have been trying to contact you a...t an old address. You might not have to do anything, but it’s a good idea to check your future self will thank you!

18.01.2022 8 top investing tips! Six positive behaviours you should practise and two you should avoid in helping ensure your portfolio keeps growing, even within a more difficult market environment.

17.01.2022 As retirement approaches, moving some assets from shares into bonds & cash is an acknowledgment that your job description as an investor has changed. Growing assets for retirement was your one and only investment job in the years leading up to retirement. But if you're about to transition from growing your portfolio to spending from it, an equally important job is battening down the hatches with the part of it that you're about to consume.

16.01.2022 Adding the word value to a fund’s name is easy. Yet delivering a true value strategyone that pursues the higher expected returns that academic researchers have identifiedremains challenging.

15.01.2022 A society grows great when old men plant trees whose shade they know they shall never sit in.

13.01.2022 Retirees around the world are at risk of running out of money, according to a report published by the World Economic Forum. Retirement account balances aren’t increasing in line with rising life expectancy and in Australia, that means male workers could outlive their savings by 10 years, with that number increasing two to three years for female workers.

13.01.2022 Our intolerance of uncertainty can cause havoc in our financial lives. It can lead to rash decisions in response to news events or chasing past returns. The truth is it’s virtually impossible to consistently time the market. So, what do we do? The answer is to start by focusing on what you can control.

11.01.2022 URGENT - Please pass on to family & friends. New legislation introduced called Protecting Your Superannuation Package means you could be at risk of losing insurance cover and your super fund could be closed and the balance transferred to the ATO if you have a low balance or inactive account.

11.01.2022 From the ABC's 7.30 Report: A quarter of a million Australians will retire this year and obviously all of them want to be financially secure for the rest of their lives. But it's not guaranteed under the current compulsory super system, without help from the Aged Pension.... Some people choose to go it alone, with a self-managed fund. But they carry their own risks and aren't for the uninitiated.

11.01.2022 We salary sacrificing super! It is also a great way to minimise your tax bill. ABC Life has created this beginners guide for all things salary sacrifice!

11.01.2022 Have you received the New offer documents for your account email or letter? Good news, you do not need to action anything - it is for your information only. Macquarie often make updates and changes to their Product Disclosure Statements and Offer Documents and are required by law to notify clients when these changes are made. As your adviser, we monitor and evaluate changes to determine the impact and will contact you if necessary.

10.01.2022 The Australian stock market has delivered an average annual return of about 13%. Most years, though, have been a lot different than the average. Understanding the range of outcomes can help increase the odds of a successful investment experience in the long term.

10.01.2022 Almost one in five homeowners has dipped into the biggest savings account of all their mortgage with potentially disastrous results, new data shows.

06.01.2022 Are all types of advice about financial products in your best interests? According to a recent ASIC report, the ‘general’ and ‘personal’ labels make it hard to know what type of financial advice you’re getting.

01.01.2022 Changes on 1 July 2019 mean that super accounts that have been inactive for 16 months or more will lose their life insurance cover, unless you actively opt-in to keep it.