The Wealth Affect in Dubbo, New South Wales, Australia | Financial planner

The Wealth Affect

Locality: Dubbo, New South Wales, Australia

Phone: +61 449 712 447

Address: 266 Macquarie Street 2830 Dubbo, NSW, Australia

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

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21.01.2022 Happy Birthday to us!!! Did you know it has been One Year today since we started operating under The Wealth Affect? In that time we have spoken with dozens of people about their financial situation, and provided advice to many of these to help them get their financial futures in order!!... #BirthdayWishes #TurningOne Dubbo, New South Wales, Australia

21.01.2022 Have you considered if you want to rent in retirement? According to a 2016 Australian Bureau of Statistics report, around 285,000 Australian households were renting in retirement. Contact us now to discuss how renting may impact your lifestyle in retirement!... #RentingInRetirement #RetirementPlanning #FinancialPlanning Dubbo, New South Wales, Australia

20.01.2022 Not sure where to start? Why not contact us for an initial appointment: - No cost! - No obligation!... - No sales! - No pressure! Just an opportunity for us to get to know each other, and to see if we can assist you in meeting your financial goals! #FinancialPlanning #FPDubbo Dubbo, New South Wales, Australia

20.01.2022 Constantly feeling overwhelmed by your financial situation? A lot of us were never taught how to manage our finances, and therefore, money can cause a whirlwind of anxiety. We’ve recently put together a money management program, teaching you to set foundations and make plans around your finances. DM us ‘MONEY MANAGEMENT’ to get started ... #MoneyManagement #FinancialPlanning Dubbo, New South Wales, Australia

20.01.2022 Do you hate creaky and squeaky floors? Us to!! That's why we have been drilling, countersinking, and screwing Every. Single. Floorboard. ... in the new office space before the flooring goes down!! After hours of work out of the trusty Makita (with some help from Ryobi also) it is safe to say our floors are squeak free! We challenge you to come find a squeak for yourself when we officially open the new office!! #MaktiaForTheWin #SqueakFree #NewOfficeFeels Dubbo, New South Wales, Australia

19.01.2022 Seen us on the roads around town? That's because the team at Signs2Go / Ultimate Digital / best sign writers in the Central West have helped us give the work vehicle a makeover! Feel free to give us a honk if you see the car around town!... #signwriting #FinancialPlanning Dubbo, New South Wales, Australia

18.01.2022 Do you prefer to organise everything online? If so, check out our latest blog post to find out how we can connect with you online, and the steps we take to ensure your information is protected! https://www.thewealthaffect.com.au//discuss-your-financial

18.01.2022 Are you or someone you know currently in receipt of a part Age Pension entitlement, or not able to qualify due to the current asset and income tests? Did you know there are a range of strategies we can assist you in implementing that may increase your entitlements? Contact us now to see if we can assist you in ensuring your are receiving your maximum entitlements! ... #FinancialPlanning #Centrelink Dubbo, New South Wales, Australia

18.01.2022 Good debt could look something like borrowing funds to finance a property, and bad debt can look like signing up to buy now pay later (BNPL) services, owning a credit card, or getting payday loans Struggling to get on top of your money? DM us to see how we can possibly help! #FinancialPlanning #GoodDebtBadDebt... Dubbo, New South Wales, Australia See more

15.01.2022 Did you know that Financial Advisers are about more than just money? By engaging a Financial Adviser to assist you in getting your financial situation in order will have peace of mind and the freedom to focus on the other areas of your life that are more important! #FinancialFreedom #FinancialAdvice #MoneyMatters

14.01.2022 Having a Financial Adviser in your court can give you confidence that your finances are under control, giving you more time to focus on the important things. #financialplanning #extratimeforgolf #FPDubbo

12.01.2022 The time it takes to manage your own finances without the proper knowledge or idea of what to do can take you a lot longer and cause more heartache than you’d like Want to learn how we can help you to manage your finances? Send us a message! #FinancialPlanning #MoneyManagement... Dubbo, New South Wales, Australia See more

11.01.2022 Would you be able to cope financially if your child became seriously ill? Did you know we can arrange insurance cover over your children to provide financial assistance in the unfortunate event they were to become ill? #FinancialPlanning #ChildInsurance ... Dubbo, New South Wales, Australia See more

11.01.2022 Big thanks to Arbortec Tree Service Dubbo for skilfully removing some trees from the block. Plenty of room for our staff and valued customers to park off of the street - no more parking hassles! #Renovations #NewOfficeFeels ... Dubbo, New South Wales, Australia See more

11.01.2022 Today’s inspiration brought to you by the one and only Elon Musk Really highlights the importance of planning for tomorrow, now just worrying about today! #ThoughtOfTheDay #FuturePlanning... Dubbo, New South Wales, Australia See more

10.01.2022 Are the upcoming changes to the government's Covid-19 support going to leave you and your family in financial difficulty? If so, it might be time to talk to a Financial Adviser! #ToiletPaperForAll #FPDubbo... Dubbo, New South Wales, Australia See more

07.01.2022 Did you know that getting personal insurance while you are younger is generally easier and can be more cost effective? Check out our latest blog post for more information about the benefits of getting insurance for under 35s! https://www.thewealthaffect.com.au//get-insurance-while-yo

07.01.2022 For anyone who doesn't know, I am a big fan of turtles and tortises! At The Wealth Affect we are supporters of Friends of the Western Swamp Tortoise Inc., an or...ganisation who work to protect Australia's most endangered tortoise species, the Western Swamp Tortoise, of which there are only believed to be 50 adults remaining in the wild. This species lives exclusively in Western Australia's Swan Valley region - specifically at Twin Swamps and the Ellen Brook Nature Reserve. Currently both sites are protected by electric fences, and the habitats maintained and revegetated by this group. As a result of the recent WA fires, the Ellen Brook Nature Reserve site was impacted, including damage to the anti-predator fencing, and destruction of the vegetation. While harm to the tortoise population appears to be limited, their homes have taken considerable damage! The Wealth Affect has provided some financial assistance to help with the recovery efforts (because unfortunately we cannot help in person), and urge anyone who would like to assist this not-for-profit community group to contact them directly to make a donation!! To find out more about the great work this organisation does, follow them on Facebook or head over to: https://www.westernswamptortoise.com.au/ #savetheturtles #notforprofit #westernswamptortise Dubbo, New South Wales, Australia

07.01.2022 What would you do if an illness or accident left you permanently disabled? Would you be able to pay for associated medical costs, home alternations to accommodate your needs, of have the ability to replace your income over the long-term? Did you know that we can assist you in insuring you and your family against the risk of this placing you into long-term financial hardship? #PersonalInsurance #Disability #FinancialPlanning... Dubbo, New South Wales, Australia See more

07.01.2022 Did anyone notice the Australian Stock Exchange was feeling a little under the weather yesterday? Trading was halted for most of Monday due to 'inaccurate market data' following a software upgrade over the weekend. But don't worry - trading has resumed as normal today, with the market creeping up throughout the morning! ... #ASX #ShareMarket #Meltdown #Financial Planning Dubbo, New South Wales, Australia

07.01.2022 What is Responsible Investing? As described by the Responsible Investment Association Australasia (RIAA), responsible investment is a process that takes into account environmental, social, governance (ESG) and ethical issues into the investment process of research, analysis, selection and monitoring of investments. Did you know the we incorporate RIAA certified investments into all of our portfolios, and can even tailor completely certified portfolios for our clients?... Contact us not to find out more! #FinancialPlanning #ResponsibleInvestment Dubbo, New South Wales, Australia

06.01.2022 Struggling to find the perfect gift for your adult children this Christmas season? Have you considered contacting us about pre-paying for some financial advice???? Why:... - It's something everyone needs (like socks and undies, but more exciting) - It's something they may not even know they need - Most importantly, it's the gift that will keep on giving So instead of getting them another pack of body wash or hand cream, get them something that will help for years to come! #Christmas #Gifts #FinanialPlanning Dubbo, New South Wales, Australia

06.01.2022 Are you on the Centrelink Age Pension, and the thought of dealing with Centrelink brings you to tears Did you know we can assist you with ensuring your information is up to date with Centrelink? Contact us now to see how we can reduce the time you spend dealing with Centrelink, and increase the time spent enjoying your retirement! ... #FinancialPlanning #Centrelink Dubbo, New South Wales, Australia

02.01.2022 Never underestimate the importance of teaching your children about money! Find out more by heading to our latest blog article #FinanceAtHome #MoneyAndKids... Dubbo, New South Wales, Australia https://www.thewealthaffect.com.au//helping-your-children-

02.01.2022 Not all advisers can deliver the same great value. When choosing your adviser, make sure you are looking for experience, education, and a passion to help people! #FinancialPlanning #MoneyMatters #DubboFP

02.01.2022 It has been a rollercoaster of a week for GameStop shares in the US! For anyone who missed this, Reddit users band together and pushed the price of GameStop shares from sub$20 at the start of the year to around $350 in late February. However, it appears the bubble may have burst, with the prices dropping back below $100 per share as Reddit investors take their massive profits.... In the meantime, many large institutional investors have lost substantial amounts by shorting this stock over the past weeks! Situations like this show why long term investment is the safest bet! #Rollercoaster #FinancialPlanning Dubbo, New South Wales, Australia

01.01.2022 How long could you continue to pay the bills if an illness or injury left you unable to work? Did you know you can insurance against this risk? Income Protection insurance can provide you with replacement income to ensure you and your family are financially secure! ... #IncomeProtection #PersonalInsruance #FinancialPlanning Dubbo, New South Wales, Australia

01.01.2022 Renovations are underway! Carpet is coming up, walls are coming down, and we are working up a sweat! Watch this space to see our new offices take shape!... Looking forward to meeting with you all in the air conditioned comfort soon!! #Renovations #NewOfficeFeel #financialplanning Dubbo, New South Wales, Australia