Tassell Financial Planning in East Maitland, New South Wales, Australia | Insurance Agent

Tassell Financial Planning

Locality: East Maitland, New South Wales, Australia

Phone: +61 2 4934 5916

Address: 10 Karleym Ct 2323 East Maitland, NSW, Australia

Website:

Likes: 401

Add/Update information

Reviews

Tags

• Financial planner
• Insurance Agent
• Financial consultant

24.01.2022 Are you about to receive a redundancy payment? There are several issues you need to consider: You will need to be able to understand the various components of your employer redundancy payment and how it can be used to achieve your overall financial objectives.... You may have to address some financial planning issues such as superannuation and the continuance of any insurance benefits as well as your ongoing investment strategy. You will need to understand your cash flow requirements. How are you going to fund your living expenses while you transition into new employment or retirement? You may need to get in touch with Centrelink. An unused leave entitlement in your redundancy payout could delay the payment of your benefit. Call (02) 4934 5916 to discuss your financial future.

23.01.2022 Many Australians mistakenly believe that their income policy will cover them in the instance that they lose their job. Income protection in Australia from life insurance companies will not provide a benefit payment if the policyholder is involuntarily unemployed or made redundant. If you are concerned about securing your financial future, message us or call on 02 4934 5916 to find out more.

22.01.2022 An Australian Government initiative to help you save more for your retirement. The co-contribution is a payment the Government makes to your superannuation if you are in the low to middle income... thresholds, make voluntary after-tax contributions to your super, and satisfy other eligibility criteria. Generally, income thresholds are indexed each year and the matching rate is up to $0.50 for every $1 you contribute (up to a maximum of $500). This is an incentive for you to contribute to your super. Contact us to find out more.

22.01.2022 Most business operators do not understand how important these insurances are. Small business, large business, family business - all are effected by the lack of insurance for your key people, business partner or family members! We can help.

22.01.2022 Is financial stress affecting your health and relationships? We are here to help you create a better financial future. Call us on (02) 4934 5916

21.01.2022 Budgeting will give you a snapshot of where you currently stand and gives you some flexibility when it comes to planning for future goals. We are here to help you create a better financial future. Call us on (02) 4934 5916

20.01.2022 What would you choose?

19.01.2022 #DidYouKnow: 1 in 10 Australians say they're better of financially due to #COVID19 If you have some savings sitting around, speak to us about how to build a plan and put your savings to work.

16.01.2022 How can a Fincancial Planner help you?

14.01.2022 Studies have shown that around half of Australian workers under 35 would not be able to survive one month without an income before needing to begin selling their assets. Despite this, only 31% of Australians have income protection insurance, compared with 83% who have car insurance. Talk to us about your income protection needs - call (02) 4934 5916 or DM us.

13.01.2022 Your most valuable asset is your ability to be able to work and earn a living. Income Protection Insurance is designed to cover your ongoing expenses in the unfortunate circumstance where your ability to work is limited or ceased due to accident, illness or major trauma. Having income protection also ensures that the event is no more distressing than it needs to be upon you and others. Income protection insurance typically pays up to 75 per cent of your income in a monthly benefit and the length of time you receive payments depends on the contract term of your coverage. For those that are unable to return to work, your coverage can pay up to age 65, which is dependant on your occupation and type of policy that you have taken out. If you would like to find out more about Income Protection - Call us on (02) 4934 5916

11.01.2022 Understandably, your financial goals will change over your lifespan. You need a financial plan to suit the stage of life you are in. Here are some of the common needs for mid-life. This is your consolidation stage achieving a comfortable lifestyle and thinking about managing your long-term future. You’re likely to focus on: protecting your lifestyle - healthcare... - investments - financing home renovations - tax management - debt management - inheritance - retirement planning - long-term care planning - income protection If you would like to discuss a plan for your future call us on 02 4934 5916

11.01.2022 Can you afford to retire? Working out whether you have sufficient funds to meet your retirement goals is an important part of pre-retirement planning. Fortunately, we are here to assist. Call us on 02 4934 5916 or send us a message to start planning your retirement.

10.01.2022 Professional advice is most valuable when you are going through a significant life event. These events included starting a family, coming into some inheritance or being made redundant. It is also imperative for achieving less immediate, but just as important, goals such as growing your super or planning for retirement.... Are you going through a significant life event? Let's chat. Message or call us to book a review of your current financial situation - 02 4934 5916

05.01.2022 IS YOUR SUPER FUND RIGHT FOR YOU? Is your family protected if something were to happen to you? Do you have enough cover if you no longer could work?... If you answered no or you don't know to any of these questions then Tassell Financial Planning are here to help. Message us or call on 02 4934 5916 to find out more.

05.01.2022 What cover is right for you? Do you have Life insurance? Total and permanent disability (TPD) insurance? What about Trauma insurance?... If all of these have left our head spinning and you're unsure what's right for you, message us or call on 02 4934 5916 to find out more.