Meet Indy! Our New Chief Wellness Officer ๐พ
Sheโs only part-time but when sheโs here - she is always wagging her tail to brighten up our day! ๐
#dog#officedog#mywealthsolutions
The Australian government has announced that individuals whose superannuation balances above $3 million will have their concessional rate doubled from 15% to 30% from 2025. #federalbudget2023
Shout out to Deng Arop for being awarded the prestigious KDM Financial and Estate Planning prize for the best overall performance in the financial plan capstone unit ๐๐ผ
We're proud to have you on the team Deng!
We had a blast at our team social on Friday. Nothing like playing with sharp objects to create a bit of friendly competition! ๐ฏ
We're lucky to have such a great team!
Exciting news! We've just updated our blog with a brand new table to help you answer the age-old question: How Much Do I Need To Retire? Check it out now! #retirementplanning#FinancialFreedom
https://t.co/aayk5tqyuN
Our financial advisors know the property market well and make sure it's the right strategy to include in your overall financial plan.
Find out more about what we do ๐๐ผ https://t.co/ezsvZMZzTh
Director and Financial Advisor Nikki Booth shared some of her career story and journey to partner on the XY Adviser podcast! ๐ฏ Listen here: https://t.co/uISMwChesb
End of financial year is fast approaching! Read the Guide we put together to help you get ready for tax time: https://t.co/IzhbQUiKsn
Find out:
๐ค What is Tax Planning Anyway?
๐ How to Maximise Your Deductibles
๐ผ Tips for Business Owners
๐ฎ How to Avoid the Tax Office Audit
Dreaming of a retirement where you can do whatever you want, no matter what that looks like? Then let us help you turn that dream into your future reality with a retirement plan tailored to you and your unique needs. Find out how we can help today: https://t.co/8Q7OXyR8UT
Want to invest in shares but don't know where to start? Got your eye on a future investment property but aren't sure how to turn your dreams into reality? One of the keys to success is professional investment advice from our expert team. Learn more now: https://t.co/YkFX8MIfEB
Making voluntary super contributions to your super fund is an excellent way to boost one of the most important investments in your lifetime while lowering your tax obligations. Our comprehensive guide can show you how to get started. Read it here: https://t.co/9Q08mwPlXh
Buying your first home can feel like an impossible challenge, especially in today's property market. But there are still steps you can take to ensure you're on track to achieve this important milestone. And we're here to help you take them. Learn more: https://t.co/JCklB4LPw2
Planning for a growing family is an exciting time in your life. But it can also be a stressful one when it comes to your financial world. We make it simple, by ensuring you're always on track to achieve financial success. Learn more: https://t.co/qqVJnWEgR7
Want to make next financial year the year you tackle tax time with ease, knowing that you're making the most of your tax advantages? Our team can help you do just that by designing and implementing the right tax structure for you. Find out more now: https://t.co/Lt9apwVRHl
Have you heard about APRA's changes to the income protection industry? Designed to make the industry adopt a more sustainable business model, the changes are set to affect many across Australia. Read our take on these changes and how they may affect you: https://t.co/xlJ9bq6DY1
Your super is one of the most important investments you'll make in your lifetime. Yet many aren't making the most of their super to achieve a brighter financial future. Luckily, our team of expert super advisors is here to help fix that. Learn how now: https://t.co/pEuPKP2328
Investing forms an important cornerstone of any plan to achieve financial success and security. And it's never too late to start. Our team of investment experts are here to help you design and implement the right investment plan for you. Learn more now: https://t.co/YkFX8MIfEB