Similar Posts
Insights from Real-Life Client Success Stories
In this episode we jump into real-life client scenarios, exploring topics ranging from the tax advantages of progressive giving, to the opportunity costs linked with negative gearing. Plus essential considerations for making informed financial decisions. Tune in for valuable insights to secure your financial future. Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.
Do you help your children buy a home?
In this episode, join financial advisers Rob & Amy as they delve into essential strategies to maximise your End of Financial Year (EOFY). Learn how to achieve significant tax wins and optimise your superannuation contributions with our easy-to-follow advice. Whether you’re looking to improve your personal financial position or simply want to make the most of the EOFY, this episode offers valuable insights and actionable tips to boost your financial well-being! To view the video version of this episode visit https://youtu.be/x89ssPQ0jNQ?si=xeLfRmpKbF6aHfUC Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.
Finding your ideal Financial Adviser
In this episode, we walk you through the essential steps to finding the right financial adviser for you. From using online tools (like Adviser Ratings and Google Reviews), and seeking recommendations from professionals, to the importance of selecting an adviser who prioritises client education and fee transparency, we cover it all. Qualifications such as a bachelor’s degree and ongoing professional development are key, and we recommend the use of resources like the MoneySmart Adviser Register for credential verification. Whether you’re planning retirement or managing investments, this episode equips you with the knowledge to confidently select an adviser who fits your needs. To view the video version of this episode visit https://youtu.be/LjMJsXuBl-M?si=Mv4b2L6PrWzUmmqF Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.