Verante Financial Planning in Castle Hill, New South Wales, Australia | Financial planner

Verante Financial Planning

Locality: Castle Hill, New South Wales, Australia

Phone: +61 2 9894 1844

Address: 15 Terminus St Suite 5 2154 Castle Hill, NSW, Australia

Website: http://www.verante.com.au/contact-us

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25.01.2022 Happy Christmas and NY. Love and peace to all.

22.01.2022 One of the toughest articles I have found to write as the choice of nomination is very particular to the client's circumstances but I still favour Reversionary Pension nominations. Read more here https://www.canstar.com.au/superannu/reversionary-pensions/

22.01.2022 You planning a Tree Change or expanding a current farm holding. One of the accountants we trust, Stuart Berry, has written a good guide to buying a farm.

21.01.2022 A lot of people are currently considering giving money to help children or child's business or a spouse's business. Why you should make loans to your Family not gift them money.

21.01.2022 JobKeeper 2.0 payments, eligibility revealed JobKeeper payments will drop to between $750 and $1,200 per fortnight beyond September, with eligibility tightened, the government has revealed. More details in this article

21.01.2022 Do you want to start the conversation about money with your children or grandchildren but don't know where to start or want help. Here is a great little ebook called "How to talk money with children" to download free from the Financial Planning Association https://resources.moneyandlife.com.au/talkmoneywithkidsebook

14.01.2022 Here is a useful tool to help in times of social isolation and distancing. What are some of the new things you would like to try on day 17? How long since you actually wrote a letter to someone? Try it in day 21

14.01.2022 An important aspect of planning is to plan ahead for the unexpected. It's difficult to consider what could happen in the event of an accident or critical illness. However, planning ahead and anticipating medical emergencies or disability may save you and your family from legal and financial burdens in the event that the unfortunate becomes reality. This is where a power of attorney can help.

12.01.2022 Make it easier for your family to take care of your Estate including your digital personas and pets!

11.01.2022 Budget Winners and Losers, check what’s in it for you https://www.abc.net.au//coronavirus-federal-budge/12684802

09.01.2022 A lot of people are now considering reviewing their wills and other estate planning docs. Should you consider a Testamentary Trust in your Will? Read on and then contact us if you want to do some planning or for a referral to a lawyer that will suit your needs. #EstatePlanning #TestamentaryTrusts #trusts #wills https://www.holmanwebb.com.au//guide-to-testamentary-trust

08.01.2022 Lendlease’s unconscionable treatment of a 100-year-old man makes a mockery of its stated core values (pillars) are integrity, openness and trust. #Lendlease puts WWII survivor through the #retirementvillage wringer https://www.michaelwest.com.au/lendlease-puts-100-year-old/ via @MichaelWestBiz #agedcare #auslaw

07.01.2022 We all need some encouragement at the moment - Give yourself a pep talk

07.01.2022 Be careful of tax advice from Car Dealers

06.01.2022 Interesting article on How to handle market declines (US Version) but I will try to put a similar one together for Australian investors https://www.capitalgroup.com//article/handle-market-declin

05.01.2022 The importance and benefit of establishing an appropriate measure to mitigate a negative outcome is often not truly realised until an adverse event occurs. Read more in the Verante Knowledge Centre.

05.01.2022 Are you or your parents replacing a Plasma TV ? Look at this government discount offer: If you are a NSW resident, over the age of 18 years and hold one of the following: -Pensioner Concession Card -Health Care Card or Low-Income Health Care Card from Centrelink... -Veterans' Affairs Gold Card Sorry, if you are not eligible if you hold a Commonwealth Seniors Health Card. https://energysaver.nsw.gov.au//appliance-replacement-offer

02.01.2022 Thinking of leaving differing amounts to each of your children? Do your research to ensure you structure your will properly to try and avoid a legal challenge https://www.moores.com.au//claims-by-adult-children-agains #EstatePlanning

02.01.2022 The 3 stages of the reopening of our economy...in NSW we have just got to wait for Gladys to give the go ahead when it’s right

01.01.2022 The importance of Binding Death Benefit nomination on your superfund. #EstatePlanning