Ultimate Financial Planners in Cheltenham, Victoria | Insurance company

Ultimate Financial Planners

Locality: Cheltenham, Victoria

Phone: +61 3 9585 7585

Address: Suite 1, 1 Station Road, Cheltenham Vic 3192 3192 Cheltenham, VIC, Australia

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

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23.01.2022 Are you sure you are who you are, or, is someone else you as well?

23.01.2022 Bitcoin and other Crypto Currency Speculation! Want to make a Fortune quickly? Or lose it just as quickly? Or maybe just understand what is going on? Follow the link

22.01.2022 Peoples perceptions of wealth can vary depending on the performance of the economy around them. In the past fortnight, weve seen Australian GDP growth hit new heights, whilst concern about energy prices led to political chaos. https://ultimatefinancialplanners.com.au//The%20Wealth%20E

21.01.2022 When the financial markets appear fragile, it is worth remembering that the ASX200 is not the Australian economy. https://ultimatefinancialplanners.com.au//The%20ASX200%20I

20.01.2022 UFP proud to be associated with the Love Our Street 3192 . Please have a look at their fb page to see the good work these folks do.

19.01.2022 This is a great opportunity to increase retirement income

19.01.2022 Corona Virus FEAR Is often a driver of investment markets. The uncertainty surrounding the Corona Virus, has created a fragile and volatile investment atmosphere. Hence, shares in Commonwealth Bank were $90.99 on 14th February, and had fallen to $80.47 by 2nd March. Another unusual consequence of the Corona Virus is that people in Australia and Japan are buying up large quantities of toilet paper??... This is not the first time that fear has caused panic: Y2K2, SARS, H5N1Bir...d Flu, Mini Swine Flu, Ebola Virus...etc. Based on unfounded fear of food shortages some Britons stored food prior to the UK leaving the European Union. By taking appropriate action the worlds leaders can co-ordinate a plan and provide assurance that a pandemic can be handled, and if a cure can be found; we may see Investment values return..until the next time that is. See more

18.01.2022 With Virus Lock Down and economic uncertainty, if things look like getting on top of you, have a chat to these folks: https://www.capaust.org/ Great guys at debt solving, financial management coaching - free service, confidential and caring.

17.01.2022 Heres the Spring Newsletter - Enjoy https://ultimatefinancialplanners.com.au//Newsletter%20Spr

16.01.2022 Despite whats happening up in Canberra, Australias political and economic framework is so robust, that I think there is a lot to be excited about! Read more at: https://ultimatefinancialplanners.com.au//Politicians%20Ju

15.01.2022 It appears investing and financial planning works best when someone else is doing the thinking for you. In this article, I explore why the best financial strategy is a strategy that runs itself. https://ultimatefinancialplanners.com.au//The%20Strategy%2

15.01.2022 You may have you been born here, or arrived prior 2013 and not required to be tested. But for most recent arrivals who wish to become Naturalised Australians, heres the test that you are required to pass. Good Luck!

15.01.2022 Thinking of Downsizing or know someone looking to Downsize? Dont miss this LIVE event proudly presented by the Downsizing Connections Group. Offering sound, independent advice so you can transition with ease. Limited seating - Click on the below link or call 1800 625 163 today. https://www.eventbrite.com.au/e/downsizing-masterclass-park

13.01.2022 One of the best characteristics a person can build is their resilience. The ability to laugh off adversity can help you deal with anything. But people often have trouble being resilient when it comes to money. The reason being, is that money places a sense of tangible value on our emotions.... https://ultimatefinancialplanners.com.au//Fortune%20Favour

12.01.2022 Monday 2nd November-We're back. UFP is open and working from our office at 1 Station Rd Cheltenham. We're hoping the worst covid 19 restrictions are over. Thank you to our wonderful clients for adapting to Zoom meetings. We're now available for face-to-face or Zoom, your choice.

11.01.2022 Reporting Season for ASX-listed companies is underway and it offers an intriguing reminder for the how the stock market works. https://ultimatefinancialplanners.com.au//Reporting%20Seas

11.01.2022 What if the economy was actually performing well, and the only bad things was our ability to forecast the financial markets? https://ultimatefinancialplanners.com.au//Lets%20Stop%20Ki

11.01.2022 Heres our Autumn Newsletter - If anything here presses your buttons and you would like to discuss anything, please call me. Heres the link: https://ultimatefinancialplanners.com.au//Newsletter%20Aut Thank you

10.01.2022 Is Brexit causing you concern? No one likes uncertainty with the financial markets. But its important to remind yourself that its the unknown that drives financial markets higher. Deal Or No Deal, The Games Will Continue. https://ultimatefinancialplanners.com.au//Deal%20or%20No%2

10.01.2022 Today I went to Nathan at Mister Minute Southland to get my shoes repaired, Nathan told me that because of the virus business was so bad that he wasnt making wages. A cannon could have been fired down the aisle at Southland and not one soul would have been harmed. If you are suffering money worries, it can often help to chat over a cuppa by phone or in person. We are open, please take advantage of this opportunity to obtain information and discuss strategies.- 03 9585 7585

10.01.2022 (1) Facebook http://ow.ly/Sqn230jiUdF

10.01.2022 Spring Newsletter https://ultimatefinancialplanners.com.au//Newsletter%20Spr We hope you'll find an interest : Meet on Zoom, New Super Contributions, Pensioner Loan Scheme,, AMP,and more.... Click the link and find out.

10.01.2022 Welcome to the Winter 2020 Edition of the Ultimate Financial Planners Newsletter: Diamonds are a Girls Best Friend https://ultimatefinancialplanners.com.au//Newsletter%20Win In times of trouble, there is a flight to gold; that ancient holder of wealth. This subject is dealt with alongside: Getting Things Into Perspective... Current State Of The Australian and overseas Share Markets A Comfortable Retirement How Much and How Is It Done Estate Planning Tip Superannuation How To Get Money In In 2020/21 I hope you find the reading of interest, and if it opens a conversation point for you, please call me. I hope you and those you care for are safe and remain safe. . See more

09.01.2022 We are back from our break and our doors are open. Wishing you all a very Happy New Year.

09.01.2022 The weekends Super Saturday By-elections didnt bring any big surprises. But surprises are always looming: https://ultimatefinancialplanners.com.au//By-elections%20&

08.01.2022 Reverse Mortgages can help boost retirement income. This may be of interest.

08.01.2022 In light of the stage 4 restrictions, both John and Natalie will now be working from home. It will be business as usual and we are grateful for your patience while we navigate these changes. You can call us on our office number 03 9585 7585 or contact us by email: [email protected]. To set up a meeting via phone, Whats App or Zoom, please call us to schedule a suitable time. ... Our mail box will be attended during this time and documents can be sent to: PO Box 2800 Cheltenham 3192. If you absolutely need to drop off documents at the office, please contact us via our usual office number (03 9585 7585) to arrange a time for a contactless drop off. We will update you with any changes as they come to hand. Thank you for your understanding and stay safe.

07.01.2022 Zoom Zoom Zoom - With lockdown upon us Ultimate Financial Planners have set up a Zoom account to facilitate safe meetings. You will need either a smart phone, laptop or any computer with microphone and camera capability. Then, download the Zoom app from: zoom.us/download Youre now ready to join a Zoom meeting. The host will book the meeting and send you an email invitation. At the appointed time you click on the invitation and youll be connected to the meeting. You can see and hear me and I can see and hear you. Its simple, safe, free and convenient. if you would like to try Zoom to discuss any Financial Planning matters, please contact us on 9585 7585 and lets meet on Zoom - John Lansdowne Financial Planner

07.01.2022 Australia has yet again proven the naysayers wrong. Global ratings agencies have just upgraded Australian bonds to a "stable AAA rating". I wonder if they know we are all taking Friday off for AFL Grand Final preparation? https://ultimatefinancialplanners.com.au//Australia%20Rece

05.01.2022 During the summertime, we all need to wary of the advice offered by people like The Pool-Side Investor: https://www.tcefinancial.com/blog/the-pool-side-investor

05.01.2022 Why Did My Balanced Fund Super Lose Value? A Balanced Fund is the fund that many superannuation funds use as their default fund, i.e. if the fund member does not choose an investment strategy their funds will go to the default fund. A balanced fund is generally made up of: growth assets, 70% and defensive assets 30%. Growth assets include Australian and overseas shares, property Defensive assets include bonds, fixed interests, and cash deposits. From February 2020 until 23rd March, due to the economic downturn caused by Corona Virus, Stock Markets throughout the world fell in value. If 70% of a balanced fund is invested in stock markets, then the fund value will fall. Since 24th March, markets have risen, and values have been somewhat restored. There is nothing wrong with the markets, its just how they work.

04.01.2022 There are a lot of lessons from the weekends Wentworth by-election, but also some positives. The swing in voting shows strength in our political system. And robust politics makes for a good economy. https://ultimatefinancialplanners.com.au//A%20Wentworthles

04.01.2022 We all love talking about property prices. But perhaps we are better off talking about our financial plan instead? https://ultimatefinancialplanners.com.au//Property%20Price

03.01.2022 Great Coffee on Charman Road. Good people too.

01.01.2022 Elite Scratch and Dent: www.elitesnd.com.au Andrew C did a top job. Thanks

01.01.2022 Reading last weeks news may make you a more rational investor. What if we all read last weeks news? https://ultimatefinancialplanners.com.au//What%20if%20we%2