WellAdvised Financial Advisers in Hobart, Tasmania | Financial planner

WellAdvised Financial Advisers in Hobart, Tasmania

Phone: +61 3 6234 1119

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25.01.2022 How should business owners go about investing in property? WellAdvised Q&A with Anton

24.01.2022 How do I give to a charity or religious organisation through a family trust? WellAdvised Q&A with Anton

22.01.2022 Is your Goal to buy a home? Check out the November edition of The Aussie Dream for up to date advice and guidance to make it happen.

22.01.2022 Do business owners need Income Protection insurance? WellAdvised Q&A with Anton

22.01.2022 For most people who have a Will, it is going to likely at some stage in life become unsuitable and need updating. Now there's no hard and fast rule around how often you should review a Will. We would suggest roughly every 4 years or one way you can think about it, is every time there's an Olympic year. What necessitates an update? Well there's many things, some of the key ones are separating from a partner, having more children or an executor passing away. Keep it in mind at the start of every year, if the Olympics are taking place (like 2021), maybe that's the year you should be reviewing your Will and updating it if necessary.

21.01.2022 Should I park my business cash reserves against my home loan? WellAdvised Q&A with Anton

20.01.2022 Now this is a strategy that is absolutely possible. However, over the last few years, although it's possible, it has become a lot harder. But you know, if you talk to a good mortgage broker, they may still be able to get you finance to invest in property through a super fund. However, usually we don't recommend it and nowadays most of the time we recommend that clients invest in property through a different structure. The summary is that it's basically expensive and complicated.

20.01.2022 What is an index fund and is it a good investment? WellAdvised Q&A with Jared

17.01.2022 Does your New Year's resolution involve spending more time doing the things you enjoy and/or are important to you? If yes, then having a plan for your finances will help make it happen.

17.01.2022 If you're in your 50s and thinking about retirement, what should you consider? WellAdvised Q&A with Jared

17.01.2022 Act on your good ideas. I am in a privileged position to regularly hear client’s ideas for their business and finances (this is one of the most enjoyable parts of being an Adviser - sure beats compliance!) From experience, I can tell you that all people have good ideas. And when they act on the ideas it often results in a meaningful change for them, their family, clients, health, finances etc.... Most of us are reluctant to act on our ideas, and that is why most ideas never bear fruit. So just a bit of encouragement to take action! #welladvisednudge

17.01.2022 We would like to wish you and your families a safe, peaceful and relaxing festive season. We appreciate your support and look forward to you seeing you in 2021.

16.01.2022 Is working with an hourly fee based independent financial adviser a good option for you or your business? We're happy to help!

16.01.2022 You don't have to retire if you don't want to! I have noticed over the years that some clients who close in on their perceived 'retirement age' feel that retiring is just the done thing and that is what they should do. There is no set retirement date for most Australians. There is only the date that we set in our own minds. So, you don't have to retire if you don't want to. ... We encourage clients who want to continue working to do so. It is generally healthy for their mind, body, relationships, and of course the finances. Here are some work related questions we generally discuss with clients coming close to 'retirement age': - Can you take say 3 to 6 months leave (unpaid or long service) to get a feel for what retirement will be like? - Can you scale down to part time? A staged approach is generally better - Should you switch roles or change jobs to do something that you really enjoy to finish off your career. Lower paid is usually perfectly fine - How about starting or buying that business you always wanted to? - If you really enjoy a portion of your work, why not do it for as long as you can? Age is just a number after all

15.01.2022 I've paid off my home loan, what should I invest in? WellAdvised Q&A with Anton

15.01.2022 How much income do you need in retirement to live comfortably? WellAdvised Q&A with Jared

14.01.2022 Can I save tax by increasing my investment property loan and paying off my home loan? WellAdvised Q&A with Anton

14.01.2022 Should I become a partner in or buy into a business? WellAdvised Q&A with Anton

11.01.2022 What are the new catch-up (carry forward) concessional super contributions? WellAdvised Q&A with Jared

10.01.2022 Do you think Financial Advice is only for wealthy people? In a survey by ASIC in 2019, 28% of participants held this view. Working on an hourly fee basis while offering limited scope advice means an affordable service, regardless of your level of income or assets.

10.01.2022 Financial advice sessions via Zoom works very well. Advised a new client from New York today!

10.01.2022 Can I borrow to invest in property through a Self-Managed Super Fund? WellAdvised Q&A with Anton

10.01.2022 If the fear of failure or past failures are keeping you back from achieving your goals, you’re not alone. Apple’s Steve Jobs is an example of someone who had to address personal and professional setbacks. The tech mastermind dropped out of college, launched a business, got kicked out of it and later rejoined when it was failing. Each failure, however, brought Jobs one step closer to Apple’s success. Onwards and upwards!

09.01.2022 What should you do if you are thinking about retiring but unsure about stopping work? WellAdvised Q&A with Jared

08.01.2022 With interest rates so low, should I pay off my home loan or invest in something else? WellAdvised Q&A with Anton

07.01.2022 What should people think about before they make a Will? WellAdvised Q&A with Jared

06.01.2022 In ASIC's 2019 report, 'What consumers really think', 64% of all the survey participants stated that obtaining Financial Advice was too expensive. There is a misperception that receiving Financial Advice costs thousands of dollars. However, quality strategic and general advice can be delivered in just a one hour session - costing as little as a couple of hundred dollars!

06.01.2022 Achieving a goal often requires being uncomfortable and taking a leap of faith. All the planning in the world won't help achieve your dreams if it only ever exists in your head.

06.01.2022 First Home Buyers! Check out the December issue of our newsletter, 'The Aussie Dream'. Get up to date on how the housing market is doing, discover a budget to help you save and learn about 'Rentvesting'!

05.01.2022 Why should downsizing be considered as part of a Retirement Plan? WellAdvised Q&A with Jared

03.01.2022 What happens to my Superannuation benefits when I die? WellAdvised Q&A with Jared

03.01.2022 Attention future First Home Buyers!!! Jared is launching a new monthly newsletter, 'The Aussie Dream', to get you prep'd and ready to purchase your own home! Check out the September edition in the link below. If you (or someone you know may) like it, please share and/or subscribe using our 'Newsletter Signup' tab on the bottom left of the WellAdvised business Facebook page.

03.01.2022 Are the government HomeBuilder grants worth taking advantage of? | WellAdvised Q&A with Jared

02.01.2022 When should you update your Will? WellAdvised Q&A with Jared

01.01.2022 How can I help my child buy a home? WellAdvised Q&A with Anton

01.01.2022 Why is Financial Planning for business owners different? WellAdvised Q&A with Anton