Wealth 21 in Buderim, Queensland | Investing service

Wealth 21

Locality: Buderim, Queensland

Phone: +61 7 5445 3441

Address: Suite 12, 100 Burnett Street 4556 Buderim, QLD, Australia

Website: http://www.wealth21.com.au

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• Financial planner

25.01.2022 Some great insights from Matt Sherwood on the markets looking forward. Via Ricardo Goncalves from SBS.

25.01.2022 A great article from Robin Bowerman at Vanguard. "Times like this remind us why the argument for diversifying your portfolio across the full range of asset classes and setting the asset allocation in line with our risk profile and investment goals makes such good sense. It can help temper the emotional impacts and allow you to sit tight and weather even a pandemic storm." "Perhaps that is another form of social distancing we can practice keep a healthy distance from that ac...count balance until markets have returned to something resembling normal service." Stay safe and follow the health guidance.

24.01.2022 A great video from Vanguard Australia highlighting the importance of diversification and discipline with your investment strategy - and the power of compound interest over the longer term. #longterminvesting

23.01.2022 Some information on options to assist and support those affected by the fires.

22.01.2022 Unprecedented levels of market volatility at this stage. So important to focus on your long term plan - and be rational with your investment decisions. Take care of your health.

22.01.2022 We welcome our new Certificate 3 in Business Trainee - Antonia Hu - don't forget to say hello to her next time you are in our office - Small business helping our new generation gain valuable workplace skills.

22.01.2022 As part of the work / life balance Deb and Kylie regularly ocean swim at Mooloolaba. A friend has put together this very amazing aerial view of a stunning morning. So grateful to have this on our doorstep.

21.01.2022 The Money Smart site provides many basic guides and tools to assist you in managing your finances. Their website has been refreshed and worth taking a look. If you need advice or assistance for your specific circumstances, we are here to help. Please call our office to arrange a time to meet.

21.01.2022 Businesses that have been impacted by COVID-19 now have access to grants up to $10,000 to cover the costs of adapting to the changing times.

20.01.2022 It's #WorldSeniorCitizensDay. Here are the suburbs in each state/territory with the highest % of people aged 65+.

19.01.2022 Really interesting article from Hamish Douglass - Chief Investment Office for Magellan Asset Management. Three keys to the outlook are: 1. Duration of output gap - or loss of economic output 2. Policy response from Central Banks and Governments... 3. Changes in consumer behaviour See more

19.01.2022 Please read. It saddens me that so many people don't plan for this phase of life, when in reality the planning should start at least 5 - 10 years beforehand. Talk to your family about your wishes, talk to a Financial Planner and professional Estate Lawyers about how to prepare financially and legally for this phase in life. Good planning means that the right paperwork is in place and readily available to those who need to provide it when required. Good planning is structuring your assets ready for this phase. Good planning is understanding that your assets and income will be assessed at that time and will have an impact on the fees and charges that apply. Good planning is sensible and allows your family to adjust to this phase, spend time with you, rather than dealing with "issues" at this time in your life.

19.01.2022 Bailey trying out the office chair and loving the day in the office

18.01.2022 Great article from Peter Kelly on the early release of benefits from Super. At the end of the first week, the ATO had received more than 500,000 applications. While the access to cash is certainly justified in many circumstances, the potential risk is the decline in retirement savings - and also the potential impact on insurance held within Super.

17.01.2022 An update from Paul Brown on the economic & market impact of the Covid-19 pandemic. Please note that this is general information only. Always seek professional advice relating to your own personal circumstances from us or a qualified financial adviser. Past returns are not a reliable guide to future returns.

17.01.2022 An explanation from Shane Oliver on the differences between the recession in the early 1990's and the recession we are now facing. Very different economic circumstances leading into the recession.

16.01.2022 Will the amount of your Centrelink/DVA pension increase if you reduce the payments received from your Account Based Pension? Peter Kelly provides his insights on the various factors that may affect the amount of your Centrelink/DVA pensions. If you have further questions, please let us know.... #Superannuation #Centrelink #DVA

16.01.2022 The latest update from Mark Teale - discussing the refundable accomodation deposit to Aged Care facilities.

15.01.2022 From Shane Oliver - a reminder that growth assets (shares and property) have to be viewed as long term investments. When share markets plunge as they did into March the standard questions are: What caused the fall? What’s the outlook? And what does it mean for superannuation? The correct answer to the latter should be nothing really, as super is a long-term investment and share market volatility is normal.

14.01.2022 Peter Kelly often talks about practicing living on your retirement budget before actually retiring. That way you will know if you can actually afford to retire. While we would always encourage you to enjoy life, it is worth looking at any potential wasted expenses. Maybe think twice before you buy something you don't actually need.

14.01.2022 The latest article from Mark Teale.

14.01.2022 If you satisfy the eligibility requirements, the 2nd economic support payment of $750 is due to be paid over the next two weeks. This video provides further details on who is eligible.

14.01.2022 Today is International Dog Day. Meet Milo Brown and Bailey Waugh. They both love spending some time in the office. #internationaldogday

13.01.2022 Latest update for clients. General information only. A reminder to always seek professional financial advice for any questions relating to your personal circumstances.

11.01.2022 An article from Peter Kelly on aspects to consider when you start drawing income from your superannuation - and what happens to those assets on your passing. #superannuation #pensions #estateplanning

11.01.2022 Earlier this week I had the pleasure of touring the New Directions Aged Care Facility at Bellmere. Given my memories of visiting my elderly relatives in old style facilities, it was a very pleasant surprise. Gone were the residents all bunched together in a room in chairs watching TV. Instead I was greeted by a homely feel of a small town community. Facilities like own cafe, spa, gym, BBQ's, parks and connections to the outside community. Residents also playing their parts in being productive respecting their younger selves in roles as the receptionist in the spa and the farmer tending the onsite chickens. Very refreshing to see an approach based on respecting our elders needs to be in a place that feels like a home and promotes inclusiveness and options.

11.01.2022 Today we come together across the world to mark International Women’s Day and celebrate the achievements of women. Women are earning more, investing more, and ...have more choices than ever beforebut there’s much more to be done to achieve greater gender equality for more women. #FinancialPlanners play a critical role in enabling financial freedom and confidence in building wealth, protecting against risk and improving financial literacy - thank you for shaping better financial futures for more Australians. Happy International Women’s Day from all of us at the FPA. #IWD2020 #EachforEqual #InternationalWomensDay

09.01.2022 On this day in 1969 there were 12.3 million people in Australia, compared to just 2 on the moon

08.01.2022 Guidance from an adviser often provides better long term outcomes and peace of mind. Navigating through the complexity is where the real value of advice is derived. #ValueOfAdvice

06.01.2022 When we offer advice, our aim is to provide peace of mind. A solid financial plan is your blueprint to achieve your lifestyle aspirations. #advice #peaceofmind #blueprint

06.01.2022 Quite possible that there will not be an increase in the Age Pensiom from 20 September 2020.

06.01.2022 Please make contact if you need assistance with advice on super contributions before the end of financial year. #EOFY #super

05.01.2022 Interesting article from Miriam Herold, Head of Research at Centrepoint, on recent trends with pension drawdowns from superannuation for retirees. Seek advice if you need help with your drawdown strategy. #retirement #superannuation #peaceofmind #valueofadvice

03.01.2022 In the Winter Issue of Prepare for Life: - Do you have an Emergency Fund? - Life Protection with COVID-19 - Enduring Powers of Attorney why do you need one?

03.01.2022 In response to the Covid-19 pandemic, the Government announced reductions in the minimum pension payments. Being able to reduce the amount drawn from an account-based pension will only benefit those of you who are able to live on a reduced income. If you are currently drawing the minimum prescribed level of income from your pension account each year, many superannuation funds will simply apply the reduced percentage to their member’ s accounts from July 2020. This will come as a shock to many, particularly those relying on a set amount of income. If you have any questions on these provisions or you need help setting your pension payments, please make contact.

02.01.2022 Some more wisdom from Robin Bowerman - Vanguard Investments. "Uncertainty and the sense of loss of control are powerful emotions to grapple with. But what we know from past market events is that patience will be rewarded and recoveries can be just as sudden and strong." Stay safe everyone - and continue to follow the health guidelines.

01.01.2022 Business Owners can register for information and updates on the Jobkeeper $1,500 per fortnight subsidies at this ATO page. This applies to businesses significantly affected by COVID-19.