Transparent Wealth in Hawthorn, Victoria | Financial planner

Transparent Wealth

Locality: Hawthorn, Victoria

Phone: +61 3 8420 9682

Address: Level 2 / 1 Elgin Place 3122 Hawthorn, VIC, Australia

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

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25.01.2022 On October 6th the Government outlined one of the most important Federal Budgets in living memory. The biggest government stimulus program since WWII has resulted in a budget deficit of $85.3 billion in the 2019/20 FY, with more spending on the cards to drive economic growth. The Reserve Bank has kept the cash rate at its current record low of 0.25%.... #FinancialPlanning #FederalBudget

20.01.2022 Step 1. Discovery Meeting An obligation free meeting is an opportunity for both of us to get to know each other and determine whether we are suited to work together. We will obtain an understanding of your current financial situation, discuss you goals and objectives, as well as a realistic pathway for reaching them.

08.01.2022 Transparent Wealth takes the time to truly understand every aspect of their client’s life, goals and objectives. Our mission is to be transparent with our clients and provide advice that is truly in their best interest. This allows us to provide objective, tailored and strategic financial advice. Our goal is to provide you with peace of mind via our ‘Trusted and Transparent Advice’ process.

07.01.2022 After a year when even the best laid plans have been put on hold due to COVID-19, people who were planning to retire soon may be having second thoughts. You may be concerned about a drop in your super balance, insecure work, or an uncertain investment outlook. Click for more.

04.01.2022 Have you ever thought about the following? What will happen to my family if I am unable to work? How could I afford to pay your mortgage, if I wasn’t working; Upon the untimely passing of my partner, what are my options.... Do I need Personal Insurance? What is Personal Insurance? How much will it cost? See more

03.01.2022 Considering jumping on board the SMSF Bandwagon, with the other 1.1 million Aussies who choose to take control of their retirement savings with an SMSF. Find a summary of the pro's and con's.