Wealtheon in Cannonvale, Queensland, Australia | Financial service

Wealtheon

Locality: Cannonvale, Queensland, Australia

Phone: +61 1800 577 336

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• Financial service
• Financial planner

25.01.2022 [10 Commandments of a Wealtheon Client - #9 Thou Shall Own Property] Get your start into the property market the right way. Do you want to buy property, but have to save for a deposit and arent quite sure where to start? ... Getting into your own home or owning an investment property is a crucial part of growing your capital. I help my clients work out whether property is the right investment decision for them, and what the right level of investment might be. Dont let property lure you into a bigger investment than you can afford, and dont let the fear of the market keep you out. Send me a message to see what we can do to help you get into the property market, or help you work out whether an investment property is right for you. Click the link for our guide: http://bit.ly/MoneyMasteryGuide

23.01.2022 It is time to focus on what we can control. Here are 5 tips for taking control of your finances during Covid-19. #covid #financialcontrol #valueofadvice #expert #advice #clients... https://wealtheon.com.au/5-tips-for-taking-control-of-your/

23.01.2022 Unlike the rest of your belongings and assets, your will doesnt govern who your superannuation goes to in the event of your death. If you dont specify who you want to receive your super when you pass away, your super fund gets full control in deciding who does. This means that it may be a good idea for you to nominate the individual you want to get your super.... A BDN is a written direction from a member to their superannuation trustee setting out how they wish some or all of their superannuation death benefits to be distributed. Under a BDN, the trustee is forced into following the instructions outlined in the BDN if the nomination is correctly prepared, executed, and valid at the time of their death. There are different types of death benefit nominations available depending on what your superannuation fund offers. Get in touch to find out more, or check out the governments fact sheet on the different types https://treasury.gov.au//c2019-t371937-discussion-paper.pdf

22.01.2022 Do you guys apply for many business awards in your industry? Why/why not?

22.01.2022 Knowledge is power! For all our business owner clients, friends and colleagues, make sure youre keeping up to date with all the changes the government are putting out for your business during the COVID progression. Lets get through this together. Check out the updates here: https://www.business.gov.au//Coronavirus-information-and-s

22.01.2022 Did you know that you can you can pay for your income protection using your superfund?

21.01.2022 Last chance!!!! Today is the last day to get in and enter our competition to win a brand new iPad for your business to help you recover from the 2020 chaos! Enter here for your chance to win: https://wealtheon.com.au/wealtheon-ipad-give-away/... Entries close TONIGHT at 11:59pm AEST, so get in quick!

21.01.2022 Financial Fact Friday! DID YOU KNOW? Australias population of 25 million people live in 10.3 million homes, worth a collective $6.6 trillion.... Of these properties, 6 million have mortgages against them, worth a collective $2.1 trillion. The average cost of a home is $638,900, and the average home loan is $456,000. How much are you borrowing?

20.01.2022 As a business owner, there is so much to think about, and one of the most overlooked areas is preparing and protecting yourself in the event that your partner leaves your business unexpectedly. Check out our guide on buy/sell agreements and insurance ownership structures for business owners and the things you can do to protect you and your business. Have a look here: https://mailchi.mp/df332f1fb681/buysell

20.01.2022 FINANCIAL FACT FRIDAY! Did you know? A study by Canstar showed that the average person has $48,809 of debt, outside of a property loan. ... Thats $48,809 of credit card debt, car loans, personal loans and Afterpay. Are you above or below average?

20.01.2022 With the added financial stress COVID-19 has brought, mortgage repayments are more daunting than ever. These uncertain times have put more stress - both financially and emotionally - on all of us, and we see a lot of our clients, family and friends really feeling the pressure from their mortgages. Are you doing ok? ... Have a read of our thoughts on Mortgage Stress and get in touch if you feel as though you could use a bit of help during these difficult times. https://www.wealtheon.com.au//mortgage-stress-are-you-feel

20.01.2022 Shout out to all our Melbourne clients, colleagues, friends and family doing it tough in lockdown once again. COVID-19 has brought so many challenges to us as people and as a nation this year, and we know how many of you have been affected and still continue to be. Reach out if you need a hand.

20.01.2022 Do you want help getting your cash flow sorted?

20.01.2022 With COVID-19 still looming over our heads, budgeting and managing your money is harder than ever. The uncertainty of whats around the corner and the constant disruption to everyday normal life has changed the way many of us spend our money. Having a budget is crucial, especially in times like these. But it doesnt mean you cant still have a life and treat yourself. ... https://www.wealtheon.com.au//how-to-stick-to-a-budget-and

19.01.2022 [The right investments] There is a reason why nearly every single financial professional says you should be investing your money, why? Because you dont have to be wealthy to invest but you do have to invest to be wealthy.... But not all investments are created equal. You need to find out the right investments for you. Start small and build. Compounding your investments is the key to being wealthy which is something I share with all of my Mining and FIFO clients. This involves finding investments that you can afford, that dont keep you up all night, but most importantly will GROW and provide you an INCOME. I show my Mining and FIFO clients how to retire up to 10 years earlier than they thought possible giving them the freedom to choose if they want to work or not. Contact me privately to find out how you can use smart strategies to grow your wealth. Kris. P.S. If you want to get an idea of what you need to do to sort out your financial world so you save more money, pay less in tax and grow your investments, check out the Miners Money Plan I created that will show you how my clients get to a point that they can choose whether or not they want to work any more in 5 simple but effective steps. Its free to download, just click http://bit.ly/MinersMoneyPlan

18.01.2022 Meet Craig Graham! Craig is one of our business friends here at Wealtheon, who is a general insurance broker and does some amazing work for his clients. Craig owns and operates Business Insurance Consulting and is a successful insurance and risk management professional with extensive experience in providing practical insurance solutions for his clients. ... Craig has 22 years of experience working in commercial insurance underwriting, claims and business development and can help you with all aspects of general insurance. With access to over 150 insurers and specialist underwriting agencies, Craig can assist you with obtaining quotes for a wide range of insurance products regardless of what your occupation or situation is. To get in touch with Craig you can contact him on 0412 212 099, email [email protected] or visit his website at www.businessinsuranceconsulting.com.au. Alternatively, you can get in touch with us and well provide you with an introduction.

18.01.2022 Dont let COVID-19 double your debt. Get in touch to see how we can help you get in control of your debt. Comment "DEBT" below to get a free copy of our Debt Cheat Sheet to get you started.

17.01.2022 At LVL Up Consulting we get a buzz out of meeting incredible business owners and helping them to grow and thrive. This is why we have launched a brand new seri...es "Next LVL Businesses" where we will showcase some amazing Australian Small Businesses that you will love working with. In Episode #5 we hear from Kris Meuwissen, Founder, Adviser and Mentor at Wealtheon - Financial Advisers. Wealtheon are a Financial Advice business that specialise in helping Small Business owners make the most out of their cash, invest like a pro, save as much on tax as possible, get everything ready for retirement and protect all of their hard earned cash against disaster. Click here to book a 15-minute discover call with Kris and the team at Wealtheon today: https://calendly.com/wealtheon/15minutediscovery

16.01.2022 For many hardworking Australians, the hardest part in your entire financial journey can be learning to put your own long-term future first - sometimes for the first time in your life. Isnt it time to turn your attention to YOU for a change? Lets chat.

16.01.2022 Got a household budget? Great. Next question do you stick with it?... It is so simple to say that you are spending less than you earn each month, but the truth is that most people have absolutely no idea about their spending habits and patterns. That is, until its too late. If this is a bit too close to home, lets chat and devise a simple budget and savings plan that will work for you.

15.01.2022 FINANCIAL FACT FRIDAY! Did you know? The average Australian household spends $74,301 on general household living costs per annum. ... Does your household come in under or over the average?

13.01.2022 FINANCIAL FACT FRIDAY! Did you know? The average household throws away $1,036 in food every year. ... How many of your hard-earned dollars are you wasting? Check out our website for some cash flow and budgeting tips to save more money.

13.01.2022 This year has been tough on everyone - financially, physically, emotionally and mentally. We want you to know that if you are struggling mentally with the financial burden that COVID has brought, theres so much help out there and youre not alone. Have a look at the link below for some great resources, information and strategies to help you cope through this difficult time. ... As always, reach out if you need a hand. Its what were here for. https://headtohealth.gov.au//feeling-safe-stable-/finances

12.01.2022 Recession doesn’t mean that everything is shit financially. There are still great opportunities for growing your investments, saving money on your tax and reducing your debt fast. Want some help finding them?

12.01.2022 How to turn your money around in 90 days or less - Check it out https://bit.ly/90dayturnaround

10.01.2022 Last week we posted a great tutorial from the ASX on what the sharemarket is all about. Weve had a lot of feedback from you guys and so weve decided to share an awesome little tutorial on what a dividend is. Education is the first step in investing. Get in touch if you want more information. https://www.youtube.com/watch?v=DGX_GurDdrI&feature=emb_logo

10.01.2022 FINANCIAL FACT FRIDAY!! A recent study by the Australian Stock Exchange (ASX) showed that 36% of the adult Australian population owned investments listed on the sharemarket. The ones who didnt included 2.52 million people that were very keen to invest but were confused by all the information available. ... Which category do you fit into?

09.01.2022 Introducing Colin Potts! Based in Macarthur NSW, Colin helps local business owners who need more hours in the day, want the team stepping up more or need to be making more money in their business. Most notably, Colin’s focus is working out what a business’s $20k problems are, and solving them. ... As a Business Coach & Advisor, as well as the Macarthur Local Director of The Local Business Network, Colin helps business owners in three key ways: Promotion and marketing assistance, Fortnightly group coaching sessions and working 1:1 directly on profitability. Colin is MBA qualified and has been involved in building and growing businesses for 20 years. With a background in IT, Health and Training, Colin has worked with small local businesses, international organisations and global market leaders. If you feel like your business has problems that you just don’t know how to solve, or you feel like your business could be doing better than it is, Colin is your answer. If you would like to meet Colin and see if he can help you and your business, just let us know and we’ll introduce you! Otherwise you can get in touch with Colin directly on 0477 779 676 or send him an email at [email protected].

09.01.2022 If you want to get in control of your cash flow and debt, get in touch today. Message or comment for a copy of our Debt Cheat Sheet or one of our other free resources to get started.

08.01.2022 Have you got a study or training loan? Each new financial year there are changes to the minimum income thresholds for repayments. Check out the ATOs advice and information for this new financial year and the changes to your loans. ... www.ato.gov.au//study-and-training-/compulsory-repayments/

08.01.2022 This month we are offering a FREE COVID-19 personal insurance review valued at $800. This includes: An insurance needs calculation Product comparison & selection ... A personal insurance Statement of Advice Implementation Applications & Document lodging To take us up on our offer, call us on 1800 577 336, or email [email protected]. You can also book directly via the link below: https://calendly.com/wealtheon/freeinsurancereview

07.01.2022 Man, go escape from the cold Victorian weather and check out Cape Gloucester if you haven't already. We have such an awesome country.

07.01.2022 A lot of people ask me what the biggest indicator of financial success is. Do you want to know? After 10 years in financial advice and helping people from all walks of life and backgrounds I have found one indicator of financial success that shines above every other.... Your ability to earn an income and save every time you get paid. Even if it isn’t a lot of money. Cash in the bank each pay tells a better story on your long term wealth than your investments. Every time.

07.01.2022 What are you doing to turn your bad debt into good assets? Give us a call to get started.

07.01.2022 We have a winner!!!!! A huge congratulations to Elizabeth Jones, we hope this iPad gives you or your business a great boost to finish 2020 strong. Thank you to everyone who entered our 2020 iPad Giveaway competition, we really appreciate all your engagement and sharing this opportunity with your family and friends and we wish you all the best for the year ahead!... All the best from the Wealtheon team

06.01.2022 Is your life insurance policy in a bottom draw or back of a filing cabinet somewhere gathering dust? If its been a while since you last reviewed your cover, you (and your family) could be in for a nasty shock if something goes wrong and you need to make a claim. Grab it out, and lets do a quick review to see if what you have is what you think it is (and also what you actually need...). ... Lets chat.

05.01.2022 FINANCIAL FACT FRIDAY! Did you know? According to research by MLC, 42% of Australians are relying on a tax refund to help pay their bills or credit cards. ... If you need help getting your debt and cash flow under control, get in touch.

05.01.2022 Throwback to our 10 Financial Commandments Video Series! [#9 Thou Shall Own Property] Check out our video on owning property to get started. ... Send me a message to see what we can do to help you get into the property market, or help you work out whether an investment property is right for you.

04.01.2022 In this changing world, its so important to give your kids a heads up into the world of money and savings. Its a bold statement, but we believe that kids now arent much different from the previous two generations when it comes to learning about money. Have a read of our thoughts and some useful lessons to teach your kids what money is and why its important. ... https://www.wealtheon.com.au//lessons-to-teach-your-kids-a

03.01.2022 Preparing for tax time can be so daunting to many small businesses - especially this year when JobKeeper payments and all sorts of other government incentives have been added to the mix. Make sure you are getting the RIGHT information. Check out the ATOs simple breakdown on how you can support your small business through tax time below. ... https://www.ato.gov.au//St/Supporting-your-small-business/

03.01.2022 Financial Fact Friday! DID YOU KNOW? The average Australian stays with their employer just 3 years and 4 months only a third of the way towards long service leave. If this plays out in the lifetime of a school leaver today it means they will have 17 separate employers in their lifetime.

03.01.2022 Meet the team! Our team here at Wealtheon are always here to help you out in whatever way we can. Were a family owned and run business, and with 15 years in the industry between us, we work together to bring a great and varied amount of knowledge, experience and enthusiasm to the table.... Our team is young, vibrant, enthusiastic, and most of all passionate about achieving amazing outcomes for our clients. Were also super friendly, so dont hesitate to get in touch! #meettheteam #familybusiness #husbandwifeteam #team #financialadvice

02.01.2022 So many people dont realise the value of insurance before its too late. This month is all about Contingency here at Wealtheon, and we thought wed share a case study of a story thats really close to our hearts. Having appropriate insurance in place can change your life when the unexpected happens, and we want you to share in the success story of one of our wonderful clients. ... Have a read below and get in touch. https://mailchi.mp/b577dadb12bf/andreasclaim

02.01.2022 What is sustainable investing? Many people believe that they will sacrifice return if they invest in line with their beliefs - this doesnt have to be the case! More and more investors are pushing to choose stocks and funds that they believe in, and that align with their ethical beliefs. ... Have a look at Morningstars article below to learn more about what sustainable investing is, why people are doing it, and the considerations that go into it. If you have any questions or want to know more, get in touch. https://www.morningstar.com.au//esg-and-sustainable/199556

01.01.2022 Financial Jargon Explained - Stepped Vs Level Insurance Cover When taking on a new personal insurance policy, you will be faced with the option of stepped or level premiums so what does that actually mean? Stepped = The cost of your insurance will go up each year due to your age and increased level of risk to the insurer. If you drew the cost of these premiums, they would look like a flight of stairs. These are generally cheaper than level premiums (initially).... Level = The cost of the insurance is not projected to change. If you drew this, there would be a straight line. Level insurance premiums are usually higher than stepped premiums (initially) Whats the point? Stepped premiums are often lower in the early years of holding the cover but become more expensive if you hold the insurance over a longer period. The usual length of time it takes for a level premium to become cheaper than a stepped premium is 10-15 years. What is right for you? That usually depends on your age or how long you are going to need a particular amount of insurance for. We are offering a FREE COVID-19 personal insurance review valued at $800. The review includes an insurance needs calculation, product comparison & selection and implementation. Message us directly to book in a time for yours.

01.01.2022 Want to know how to find opportunities in a recession? Check it out here and get in touch if you want help navigating the current market: https://wealtheon.com.au/how-to-find-opportunities-in-a-rec

01.01.2022 What is the sharemarket? If youre new to investing or even if you have shares but arent quite sure how it all works, knowing how the sharemaret works is the first step to investing in direct shares. Check out the ASX (Australian Stock Exchange) video tutorial on what the sharemarket is and how the process works. ... Get in touch if you want more information. https://www.youtube.com/watch

01.01.2022 Life pro-tip: if you haven't been to Halls Gap - go.