Wealthmed Australia in Birtinya | Financial planner

Wealthmed Australia

Locality: Birtinya

Phone: +61 1300 887 137

Address: 11 Eccles Boulevard 4575 Birtinya, QLD, Australia

Website: https://www.wealthmed.com.au

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• Property
• Accountant
• Financial planner

25.01.2022 One positive from this COVID-19 induced recession, is that it has made many of us more aware of the importance of building a financial buffer to tide us over in lean times. Even people with secure employment have caught the savings bug. Read our monthly snapshot here >> https://www.wealthmed.com.au//Making-your-savings-work-har

24.01.2022 Another interesting Topic coming up this week, we would love you to join us! Topic: Landlord & Tenant Rights during #COVID19 When: Thursday, 23rd of April at 12:00 pm ... During this session we will provide: - An update to changes by the Queensland Government in regards to landlord and tenants requirements when negotiating rent reductions - The new threshold test for tenants wishing to request a rent reduction - Allowable reasons for entry into the #property - Conditions surrounding #breakleases - The eviction moratorium Click below to register > https://zoom.us//regi/tJcufuyrrD0oGNYSESFEN3BSYP4Hm0aP0d2_

24.01.2022 We would love you to join us for our upcoming Webinar. When: Tomorrow - 31st of March at 10 am. Topic: Property in the COVID-19 environment ... As you are aware the world has turned upside down with COVID-19. The latest government restrictions have made everyone apprehensive and unsure of how this will affect finances. Join our webinar where we will discuss this topic in detail and you will have the opportunity to ask questions that you may have. Click below to register > https://zoom.us//regist/v5wrce-hrDwv-1CUtT0v8rsL01KlwSiXgQ

23.01.2022 Only one day to go and we are back LIVE! REGISTER BELOW for our upcoming Webinar about The Sunshine Coast Property Market: https://us02web.zoom.us//register/WN_X88cn8NxTiyEir1deqTDYA... The key message for property investors right now is that there are many growth markets across Australia. There’s a tendency in mainstream media to extrapolate the situations in Sydney and Melbourne to the whole nation. If the big cities are in decline, then Australian real estate is in decline, according to news media. This is seldom true and it’s certainly NOT the case right now. Some of our smaller capital cities are pumping strongly and, in particular..... The Sunshine Coast has many property growth markets Don’t miss out on our upcoming Webinar where we will discuss this trend in detail and what this means to you! These are the things we will cover during the session: The impact of reduced sales activity What are the best rental areas? Up to $40,000 of Government grants available Looking forward, what does the future hold? If you register today, we'll send the recording after the session in case you cannot attend. See you tomorrow!

23.01.2022 A health crisis can occur at any time of life, but the risks obviously increase as we age. Here are some tips on how you can prepare for the unexpected! #Tax #Wealthmed #FinancialPlanning #Insurance #Family https://www.wealthmed.com.au/fi/prepare-for-the-unexpected/

23.01.2022 Tax is the single biggest expense you will have over your working life as a medical professional. Our philosophy is to use all legal and logical means to reduce the overall impact of Tax. Any tax savings can be utilised to reduce non-tax-deductible debt or fund investments and create wealth over time. Let us help you achieve your goals and aspirations no matter what they are!... Click here to book a quick chat with our accountant Tammie Hall > https://calendly.com/tammie-hall/15min #taxreturn #taxseason #accounting #refund #taxtime2020 #money

23.01.2022 Wealthmed staff spreading Christmas Joy at the Sunshine Plaza. Make a gold coin donation and get your Christmas presents wrapped #wishlistsc #charity #christmas2020

22.01.2022 This month we share with you some excellent tips for helping kids learn about money and some really useful apps to help with managing pocket money and jobs, as well as best saving and spending practices for tweens and teens. #wealthmed #kidsandmoney https://www.wealthmed.com.au//kids-money-never-too-early-/

21.01.2022 You are invited to the Book Signing for Secret Forces We are excited to announce that our client, Marita Heck, will be at the Wealthmed office on the 23rd of November at 12:00 PM to do a book-signing of her newly released novel Secret Forces. You can purchase the book for $20 from Marita and the profits on the sale will be donated to spinal cord injury projects around the world.... We are located on Ground Level of Pulse Building, 11 Eccles Blvd Birtinya. Hope to see you then!

21.01.2022 We are ready to raise donations for #Wishlist - let's help the local hospitals! Give a little help a lot make a donation here - www.charidy.com/wishlist

18.01.2022 Depending on which life stage you are at, your financial situation will change. Here is how you can financially plan for each life stage #wealthmed #financialplanning https://www.wealthmed.com.au//financially-planning-for-li/

17.01.2022 In case you missed one of our latest webinars... we've put together a recap for you! Don't miss out on great information from our different departments - Finance, Property, Tax and Financial planning. Click below to have a look: ... Topic 16 - Get into your first home quicker > https://youtu.be/m4-hTjkxU6Y Topic 17 - JobKeeper, find out what's in it for you > https://youtu.be/Jb7_RaqeLsE Topic 18 - How do I fund my kids' education > https://youtu.be/P_2Ow3FzgvI We are only a phone call away, don't hesitate to call us if you need guidance or advice. #finance #financialplanning #advice #money #firsthome #grant #jobkeeper #COVID19 #education #children #investment #bonds #webinar #savings #newhome #wealth

16.01.2022 Autumn is here!! And that means that our quarterly newsletter is now available. Click below to view it: https://eread.com.au/wealthmed/111087

16.01.2022 Yesterday two of our fabulous team members competed in the Maleny Runfest. Runfest is a lions Club fundraiser with all proceeds from the event going towards the Lions Childhood Cancer Research Foundation. Well done Albert & Natalie

16.01.2022 We want to keep our clients informed as circumstances change every day #Covid19. Join our Webinar on Thursday, April 16 at 12:00 pm. During this session we will provide:... - An update on the #JobKeeper scheme and how to qualify now that the legislation has been passed by Federal Parliament. - A quick re-cap on the #taxfree-cash-flow Boost incentive. - Tips on how to legally maximise your tax deductions while working from home. Click on the link to register > https://zoom.us//regi/tJwpceChpjMuG9CJ8sk7Hl_5v_ULn8P8IZll

15.01.2022 We are very excited to announce that our client, Marita Heck, is releasing her first novel and it will be available in-store on the 18th of November 2020. Order your edition today: Amazon - eBook or printed edition >> https://www.amazon.com.au/s... Booktopia - eBook >> https://www.booktopia.com.au/secret-fo//9780648818168.html All the profits of the book will be donated to spinal cord injury research projects around the world!! Enjoy your reading

15.01.2022 We wish all our little ones a big Welcome Back-to-School for 2020! The beginning of the school year always marks a time of promise and possibility, and 2020 is no exception!

15.01.2022 Every child has a right to be safe and we are determined keep fighting for each one of them / Bruce and Denise #DayForDaniel #KeepingKidsSafe

15.01.2022 We are pleased to provide you with our Spring Newsletter. Click below to download >> https://www.wealthmed.com.au//uplo/2020/09/Spring-2020.pdf Don't hesitate to contact us if you have any questions, we are here to help

14.01.2022 What a great way to start the new year welcoming SCUH's new Interns of 2021. Let us help you get a great start to your career! Starting with strong foundations and great advice will allow you to live the life you want. We are just around the corner of SCUH, give us a call on 1300 887 137 to book your complimentary appointment with one of our advisers.... #financialplanning #2021goals #strongfoundation #medicalstudent #financialfreedom #wishlist2021

13.01.2022 Our team at Wealthmed are always looking to help others where they can. Todd our Finance and Mortgage Broker hit a milestone today! Not everyone has spare money, but a lot of people have spare blood Do you want to donate? Call 13 14 95 ... #blooddonation #DonateBloodSaveLife

13.01.2022 #UPDATE "This is a significant opportunity as value has returned to the market". An interesting article about COVID-19 and market volatility. Click below to find out more. #COVID19 #Finance #Wealthmed #Investment https://www.wealthmed.com.au//covid-19-and-the-global-mar/

13.01.2022 Did you know that self-preparers of tax returns miss out on many deductions simply by not claiming all the deductions they are entitled to..... Let this not be you this year, every dollar counts! Come along on our next Webinar with our Accountant, Tammie Hall and Senior Accountant & Director Albert Borzillo on Tuesday the 16th at 12:00 PM.... During this session you will get insightful information about: - How our Tax Checklist works, - How to simplify your Tax Return preparation - How we can reduce your overall tax bill, legally and logically, and more Don't miss out and register TODAY > https://us02web.zoom.us//register/WN_-aZuJ3fJRD2xAd6olQKojw

11.01.2022 Give a little, help a lot We want to get on board and help as much as we can with Wishlist’s Giving Day and ask the Wealthmed family, clients and friends to join us! We are big supporters of Wishlist and we want this day to be unforgettable. Any donations made on the 20th of August could be matched by the many corporate supporters of #Wishlist.... So make the 20th of August really count! Donations will help the hospital purchase vital medical equipment, support patients and families as well as invest in innovative research. Help us reach our $10,000 target so that we can provide critical support and resources for the patients on the Sunshine Coast. Make a Donation, click on this link > https://www.charidy.com/wishlist/wealthmed Click below to learn more about the Giving Day: https://www.youtube.com/watch?v=rWlL1cVauAg&feature=youtu.be

11.01.2022 We are currently located on Level 3 - Jr Doctor Lounge room. Come over for a chat with our lovely Financial Advisers Joanne Tinetti and Daniel Clark and enjoy some fresh fruit, brownies and coffee

11.01.2022 Summer is here!! And that means that our quarterly newsletter is now available. Click below to view it #wealthmed #summerishere

11.01.2022 Attend our upcoming session, we'd love you to join us. Topic: COVID-19 and Market volatility When: Wednesday, 25th of March at 10:00 am (15 min)... It is becoming increasingly apparent that the Corona-virus is far more serious than previous incidents of viral outbreaks. Given the circumstances, it is important to understand how this may affect your long term financial strategies. Let us cut through the media noise and answer your questions during this session. Click below to register > https://zoom.us//regist/uJAvf-6rrzMoOnW9tJkWjupvD2rd1wVttg

10.01.2022 Building a bridge to recovery In what has been billed as one of the most important budgets since the Great Depression, and the first since the onset of the COVID-19 pandemic dragged Australia into its first recession in almost 30 years. Treasurer Josh Frydenberg said "The next phase of the journey is to secure Australia's future"... Click on below link to read the full article >> https://www.wealthmed.com.au//Federal-Budget-2020-21-Analy #COVID19 #budget #GreatDepression #pandemic #taxes #employment #superannuation #healthcare #retirees #planning #advice

10.01.2022 Christmas is meant to be a time of joy, but for many people it can be a time of stress. Here is some tips on how you can reduce your stresses over the Christmas Holidays. #Wealthmed #Finance #Christmas https://www.wealthmed.com.au//making-christmas-a-time-of-/

10.01.2022 The countdown has started! We have been major sponsors and supporters of #Wishlist for many years now. Like many charities, most of their funding comes from donation events and 2020 has been a tough year having to cancel most events due to #COVID19... Come on board and help us support our local hospitals! ... Your donation will help the hospital purchase vital medical equipment, support patients and families as well as enabling investments on innovative research. To make a donation click on this link > https://www.charidy.com/wishlist/wealthmed Giving a little... will help a lot! #donations ##charity #donate #nonprofit #fundraising #community #support #covid #help #donation #giveback #love #givingback #fundraiser #volunteer #dogood #helpingothers #food #donationsneeded #socialgood #children #education #nonprofitorganization #ngo #philanthropy #thankyou #coronavirus #volunteering #giving

10.01.2022 Get your coffee, we're live in an hour! Join our Webinar "What's going on in the Market" it's not too late to register Here is the link > https://us02web.zoom.us//register/WN_XtDLN6_8SBadFOhJHsbUlA

09.01.2022 #UPDATE You might be wondering what insurance cover you have if you contract COVID-19. Click below to read more #Insurance #Covid19 https://www.wealthmed.com.au//covid-19-and-your-insurance/

09.01.2022 || Monthly Snapshot || Your financial well-being and plans for the future can be impacted by various economic events. Below is an article to assist you to stay up to date with the latest indicators for November. #wealthmed #economicupdate https://eread.com.au/wealthmed/106171

07.01.2022 During these unsettling times, it feels wonderful to receive such positive feedback from one of our clients. Renee, thank you for your lovely words and rest assured we are working hard to take care of all our clients

06.01.2022 New year.. New Start! The beginning of a new year is the ideal time for setting financial goals, and here are four practical ways you can kick your year off to a great start. #Finance #NewYear2020 #Wealthmed https://www.wealthmed.com.au//four-financial-resolutions-/

06.01.2022 Going back to school is a reason for celebration because it means a new step towards a wonderful future. The Wealthmed Team wishes all our little ones a big Welcome Back-to-School for 2021!

06.01.2022 Let's finish the week off with some positive feedback from one of our Clients that recently bought a property through us. Thanks Rashini Kulatunge for leaving us such a wonderful review. We put customer experience and satisfaction as our priority, and your review reaffirms the hard work we put in every day .

04.01.2022 Interest rates could go lower, is it time to fix? Join our webinar tomorrow, Wednesday, 8th of April at 10:00 am. We will discuss three very important things you need to know before you consider fixing your rates. - Will rates go lower?... - Will you sell in the fixed-rate period? - How much you will add to your offset or save during the fixed-rate period? Click below to register > https://zoom.us//regist/upIlc-ypqTksEphjnw1wCBT1rq1tS75bWw

03.01.2022 Many "self-preparers" don't get their Tax Returns right. It appears to be easy to do it online, but often they miss out on a lot of deductions.... Listen to our recently held Webinar about Tax Strategies that you can use before the end of the financial year and how we can help you to minimise your tax bill legally and logically. Click on the following link to hear all about it > https://youtu.be/mm9HIynB7b0... Everyone's circumstances are different. The information provided is general in nature and before you do anything.... you should speak to us so that we can make a proper assessment of your personal situation and so you don't breach any of the rules.

03.01.2022 The end of the tax year is edging closer! If you haven’t planned how you will maximise your income and save some tax then this Webinar is for you! The most effective strategies are often the simplest and can be applied before 30th June. Get some insightful information on how you can pre-plan for Tax time with: ... - Albert Borzillo, Director & Accountant - Joanne Tinetti, Senior Financial Adviser - Tammie Hall, Accountant Join us tomorrow, Wednesday, May 27th at 10:00 AM Click below to register > https://us02web.zoom.us//register/WN_Pbd6f8ylRROB5sNNqc_h6w

02.01.2022 There is nothing better than starting the week with some positive feedback from one of our clients. Thanks DC from Kon Tiki Medical centre!

02.01.2022 Let's kick-start the week with some positive feedback from our client Jean-Marc, thanks so much for your lovely words. Do you want to know how we helped our client brighten his financial future? Chat with our Senior Financial Advicer, Gemma Mitchell by clicking on this link > https://calendly.com/gemma-32/15-min-quick-chat Happy Monday!