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Wholistic Financial Coaching Canberra

Phone: +61 2 6162 4546

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25.01.2022 At a minimum, your estate plan should include a Will, a Power of Attorney and Enduring Guardianship/Enduring Power of Attorney. The older these documents are when they need to be used, the greater the risk of successful challenge to them, when you may not be in a position to defend your decisions. Creating your estate plan is important, however, it is also important that you review them periodically to maintain them.... Ideally, you should review your estate plan at least every two years and refresh it every five years. Wholistic Financial Coaching provides the assistance of drafting simple Wills and Enduring Powers of Attorney. Should you wish to update or refresh your current Estate Plan, contact us to make an appointment.

24.01.2022 Hold shares for one day: gambling. Hold shares for one month: speculating. Hold shares for one year: hoping. Hold shares for 5+ years: INVESTING

24.01.2022 https://www.facebook.com/watch/?v=2798338023745273

24.01.2022 Seeking planners based in VIC, NSW and QLD https://www.seek.com.au/job/50599704

23.01.2022 Every year, the Financial Planning Association celebrates Financial Planning Week, to remind Australians about the benefits of financial planning. As part of 2020 Financial Planning Week campaign, the FPA has commissioned new research, the FPA Money & Life Tracker: COVID edition examining the money and life issues of Australians amid the pandemic. The research reveals two distinct groups of Australians: those who lost income and were forced to dip into savings to get by; and... those who were able to save money either because they felt in control of their financial position or were cautious of what the future holds. The research shows that those who had a financial planner by their side were able to cope more confidently than those who didn’t. Financial Planning Week is the perfect time for you to take positive steps toward controlling your financial wellbeing now and into the future. Contact us to book in a complimentary initial consultation.

22.01.2022 Did you see us in the Canberra Times today? "We will help safeguard your money." ... WFS team made it to the Canberra Times Tough times don't last but tough teams do. Make a booking with our most reliable financial advisors Hock Liaw and Trudy Heins. Call us on +61 2 6162 4546 Or visit our website: https://wholisticfinancialsolutions.com.au/ Wholistic Financial Solutions Team

19.01.2022 How much money should you have in your superannuation (by age). If you feel that you're behind in super balance compared to the average/target figures, know that it's never too late to start working on it. Contact us and let us help you in the journey to plan for your retirement. Source: https://www.news.com.au///9b49907a8c9ad90137a6a7c4af54471d

18.01.2022 "You don't always need a plan. Sometimes you just need to breathe, trust, let go and see what happens"

17.01.2022 Work- Life balance. Teamwork makes the dream work.

15.01.2022 Shares / ETFs / Property / Cash / Bonds https://wholisticfinancialsolutions.com.au/getting-back-to/

14.01.2022 On a budget this Christmas? https://www.abc.net.au//christmas-gift-ideas-whe/12839442

13.01.2022 If you ever have questions such as: - How does superannuation work? - How much money do I need in retirement? - What is a transition to retirement strategy? - How to save or minimise tax?... - When is the right time to retire? Then this seminar is for you! Register for a spot now as registration closes on Monday, 16 November.

13.01.2022 Daily Reading Time. The federal government is loosening credit restrictions in an attempt to encourage lending. What do you think? Is it a good thing or a bad thing? https://www.businessinsider.com.au/responsible-lending-laws

13.01.2022 Sharing some positive news. https://www.mybusiness.com.au//7899-signs-of-continued-rec

12.01.2022 2020 might have turned out far better for diversified investors than initially feared when the pandemic hit triggering plunging share markets and deep recessions. Balanced growth super funds returns have averaged around 7% p.a. over the last five years which is well above inflation & bank deposit returns. How has your own super fund performed? If your fund is currently underperforming the market average, get in touch to speak to a financial planner today for a complimentary s...uperannuation fund health check. Source: Dr Shane Oliver, AMP Capital

11.01.2022 Just in case you missed out on our first Webinar. Here is the recording for you to make it up. Click the play button and watch it whenever you have some free time. ... Make the most out of your unexpected free time. https://www.facebook.com/watch/?v=767074557459943

10.01.2022 https://fb.watch/1_HgRW2Z38/

09.01.2022 Did you spot us in the Australian Financial Review (AFR) last weekend? Beating Covid-19 is going to take a little longer than we'd hoped. Your health is your most previous commodity right now. But there is also something else that needs careful looking after. Your money. Making the right choices is critical. But professional advice can be difficult to access. We want to make this easy for you. Contact us today to find out how.... #teamaustralia

08.01.2022 What Is An Equity Line Of Credit? These loans are a great way to access the equity in your home to use for things like home renovations, investments or other pe...rsonal purchases. Repayments on a line of credit loan are determined by the interest rate applicable at that time. If you have sufficient equity in your home, you will need to make a separate application for a line of credit loan. You have the added advantage of being able to make unlimited deposits / repayments as you repayments are not set. You must check the conditions of these loans as they are sometimes more expensive than standard products. A line of credit is also a popular product with property investors as it gives them instant access for a cash deposit, and the ability to keep their properties separate from each other i.e. not cross secured. Think of it like a gigantic credit card with a limit. So planning and caution is strongly advised. For more information please click the 'Message' tab at the top to request a specialist finance broker to call you. We start with a review on your current situation, answer any of your questions and explore any opportunities available to save you money and/or invest.

07.01.2022 Stay Tuned Canberra. We have exciting news to share... ... We love awards, especially if we get them. WFS Team We Work Hard and Dream Big. Thank you so much Canberra Fam for the support.

06.01.2022 Featured again in today’s Financial Review

06.01.2022 We want to win! Local Business Awards! ... Please Vote for Us! Scan the QR Code to Cast Your Votes! Support Local Business! www.thebusinessawards.com.au Thank you to everyone who voted for us. Thank you to our amazing WFS team. As we always say: "There is no finish line. There are only mile makers." Vote for us today to help us making "Local Business Awards" one of our mile makers.

06.01.2022 DID YOU KNOW that if you are earning more than $90,000 (single) or $180,000 (couple) and do not hold an appropriate level of private patient hospital cove...r, you might be liable for an extra tax of up to 1.5% of your income? This is called the Medicare Levy Surcharge (MLS). The MLS is designed to encourage these people to take out private patient hospital cover and use the private hospital system to reduce demand on the public Medicare system. Contact us today to find out how you can avoid paying the Medicare Levy Surcharge or to compare your private health cover to see if it remains competitive in terms of pricing and service offering. 6162 4546

05.01.2022 Wholistic Financial Coaching (WFC) ABN 68 129 895 370 is a Corporate Authorised Representative (No. 405607) of GPS Wealth Ltd | AFSL 254 544 | ABN 17 005 482 726 | The information provided on this Facebook site has been provided as general advice only. We have not taken into account your financial situation, objectives or needs. You should therefore consider the appropriateness of the information and advice in light of your own personal situation before acting on the information provided. If the information relates to the acquisition of a particular financial product, you should obtain a Product Disclosure Statement (PDS) and consider it before making any decision.

03.01.2022 Looking to add family members to your SMSF fund?

01.01.2022 "Life isn't about waiting for the storm to pass... It's about learning to dance in the rain."

01.01.2022 "Never give up on something that you can't go a day without thinking about."

01.01.2022 Did you see us in the Canberra Times today?

01.01.2022 Research from FPA - Financial Planning Association of Australia shows Depletion of savings is the biggest financial worry among Australians, followed by Job security and Retirement / erosion of super. If these topics concern you, please reach out to us for an initial #financialplanning session. #WFPD2020... #FPWeek2020 See more