Vision Financial Strategies in South Perth, Western Australia | Financial planner

Vision Financial Strategies

Locality: South Perth, Western Australia

Phone: +61 8 9474 9777

Address: 4 Charles Street 6151 South Perth, WA, Australia

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

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• Consultation agency
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• Financial planner
• Financial consultant

25.01.2022 The @salvosau Christmas Appeal 2019 from the team at Vision! . Giving is the greatest act of grace!

24.01.2022 What is your financial vision for 2020?

24.01.2022 Phone us today 08 9474 9777

23.01.2022 AMP are here to help their customers affected by the Australian Bushfires, with their ‘Disaster Relief Package’ If you or anyone you know could benefit from this please contact the below, for further information. Banking 13 30 30 Insurance 131 267 ... Superannuation 131 267 Our thoughts and prayers go out to all of those affected by the devastating fires.

23.01.2022 The Vision Team are officially back in the office. We hope everyone had a nice long weekend, and is keeping safe! . . Call us on 08 9474 9777 with any queries, or to book your complimentary consultation.

23.01.2022 Melbourne cup at the vision office today! . Wishing you all a safe and happy Tuesday.

19.01.2022 Congratulations to our Casey, from Client Services for 5 years working for Vision Casey never fails to keep us all laughing! Love the Vision team

18.01.2022 COVID-19 Update! In light of recent developments around the Coronavirus we have decided that it is in the best interest of our clients and our staff to close the Vision office until further notice. All members of our team are able to work remotely and have access to all the technology systems and tools they use daily to assist our clients... Please keep emailing or phoning when you need us, and we will be there to help you. Thank you for your understanding and support.

18.01.2022 Vision is in the Christmas spirit with our reception decorations

14.01.2022 Phone us for your complimentary consultation! . 08 9474 9777 South Perth

13.01.2022 Pension Changes (COVID-19) The Australian Federal Government has proposed two key measures to help retirees and those receiving income support to manage the financial impact of COVID-19. 1. Lower minimum pension drawdown rates... The government has announced a 50% reduction in the minimum income drawdown from account-based pensions and similar products for 2019-20 and 2020-21. This means Australian retirees can reduce income payments from their superannuation-based pensions or income streams to minimise the need to sell down assets in depressed market. It’s not compulsory so if you’d prefer to maintain your income you don’t need to take any action. 2. Lower deeming rates The government has also announced a further 0.25% reduction in deeming rates to reflect the low interest rate environment. This means Australians receiving the Age Pension and income support will have less income assessed from their financial investments. New deeming rates in image.

12.01.2022 Key points (COVID-19) - While shares have rallied 15-20% from their March low and may have started a bottoming process, it’s still too early to say with confidence we have seen the low for this bear market. - Key signposts to watch for are: signs that the virus can soon be contained (here the evidence is starting to look better); monetary & fiscal stimulus to minimise collateral damage to economies (this gets a tick); signs that collateral damage is being kept to a minimum ...and growth momentum is bottoming (it’s too early for this one albeit this may partly be a lagging indicator); and technical signs of a market bottom (some tick off). Contact our office for your complimentary consultation, to discuss your current circumstances. 08 9474 9777

10.01.2022 Have your priorities changed? . . . Phone us for your complimentary consultation, to discuss your circumstances - 08 9474 9777

09.01.2022 Allocated Pensions change to minimum income amounts! As part of the COVID-19 financial support package the Government has brought in changes to help support people on retirement who hold pensions. It is important to note that this does not affect Centrelink pensions.... The Government is temporarily reducing the minimum income amount you must withdraw from your pension for this financial year, and in the 2020-21 financial year. While not everyone will be in a position to do this, this may be helpful for retirees who want to conserve their assets. . How to make changes Should you not wish to have the amount you are currently receiving reduce, you can do this by contacting your pension provider directly or contact us at Vision for help. If you have any queries or need further information please contact us on (08) 9474 9777. We’re here to help in any way we can. Yours sincerely The Vision Team.

06.01.2022 COVID-19 Update from Vision Financial Strategies Firstly, the most important things is that you and your family are, and remain safe and well. In light of the recent developments around the Coronavirus (or COVID-19) and the uncertainty we are all facing day to day, we felt it important to assure you that we expect no major interruptions to the services that we provide to you.... While we don’t know if we’ll be working from our office or working from our homes in coming weeks, we have invested heavily in the latest technology, and this means we can keep assisting you no matter what may happen. All members of our team are able to work remotely and have access to all the technology systems and tools they use daily to assist our clients. Please keep emailing or phoning when you need us, and we will be here to help you We can still meet in person as long as you don't have Any symptoms of the COVID 19 or travelled internationally in the last month OR Had contact with someone diagnosed with COVID 19 or suspected of having COVID 19 in the last 14 days. We will use our best endeavours (subject to matters outside of our control) to continue to provide financial planning services for you. We are here to support our clients during this time, as their health and well-being is our priority. Thank you for understanding and on-going support in what is an unprecedented time. The Vision Team.

04.01.2022 Some pictures of the Vision team enjoying their 2019 Christmas party, on Rottnest Island.

01.01.2022 Lest we forget. They shall grow not old, as we that are left grow old: Age shall not weary them, nor the years condemn. At the going down of the sun and in the morning We will remember them.