CareSuper’s Post

Your finances should not be on 'set and forget' mode! A good Financial Planner will meet with you at least annually, to update you and discuss your investments, superannuation, financial goals, strategies etc. If they aren't you should be asking questions! #financialplanner #wealthcreation #investment #superannuation #money

Make your tax refund work for you and smart strategies that invest in your financial future. Learn how to make the most of your money, from paying off debts to maximizing retirement savings. Looking for more financial planning solutions? Visit oceanbank.com to schedule an appointment with an Ocean Bank financial expert today. #OceanBank #ThePowerOfOcean #TaxDay #TaxSeason #FinancialPlanning

Inflation rates and price increases! What does this mean for your financial decisions? 🤔 Stay ahead with the latest financial advice and tips by following me 💼 ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖ But wait, there's more! ⬇️ 📕 Check out my FREE Guide : "6 Steps to Financial Freedom: Your Essential Guide to Wealth Building in 2024" Link in bio. #finance #super #superannuation #investingtips #financetips #financegoals #melbournefinance #melbourne

"I'm making money, but I feel poorer." You're not alone. In my latest talk, I break down why your growing income might not be translating to real gains. Understanding the truth behind our finances is crucial, especially as we approach retirement. Watch the full video for insights and actionable steps. Step one: Call Donny. Let's #GetWealthedUp 👆🏻 Disclaimer: The views expressed in this content are my personal thoughts and opinions. Please consult with a qualified professional for personalized financial advice tailored to your situation. #getwealthedup #wealthstrategist #wealthbuilding #financialfreedom #financialliteracy #financialtips #savingtips #investmenttips #banking #money #finance #savings #taxes #personalfinance #retirementplanning #inflation #wealthmanagement #financialfreedom #moneytalks #retirementgoals

Overcoming the Fear of Investing! 😱😰   If you would like to find out how we can help you then please reach out.   patrick@vistafinancial.com.au or message me here Vista Financial Group   #financialadvice #superannuation  #investing #Tax #wealth #wealthbuilding

Our mission is to help you protect and grow your wealth, especially during times of an unstable economy. Certain annuities can become a reliable solution in helping safeguard your income during market downturns. Danielle and our dedicated team at Monarch Wealth are here to help personalize your financial plan, weaving in annuities where applicable, so you can navigate inflation's challenges while still reaching your long-term financial goals. Learn more about how we can help at monarchwealth.club. #inflation #wealthmanagement #annuities #monarchwealth #wealthpreservation #financialplan #arizonafiduciary #retirementincomeplanning #inflationplanning

🔸Online Scams 😡🔸 You can never be too vigilant, please be safe out there and reach out if something feels ‘too good to be true’ 🙋🏻♂️ If you’re looking for a financial adviser, it’s time we had a coffee! ☕ ☕ ++++++++++++++++++++++++++++++++ This information is general in nature and does not consider your personal objectives, financial situation or needs. Because of this, you should, before acting on the information, consider its appropriateness, having regard to your personal objectives, financial situation and needs. #financialadvice #investment #taxefficiency #super #superannuation #financialplanning

The ideal financial plan 💯 Are you a planning type of a person? 🤔 ⚖ Even if not, you are probably clear about what you wish to achieve in life. And that´s a good starting point! ✅ No matter if your income is low or high, holding on to a few principles can help you reach your milestones earlier and keep you in financial stability. How can one save up to buy a home, financing children´s needs and at the same time, build his/her own pension fund? 🏠 🚗 ⏳ 🤰 A good financial plan prevents you to take „bad“ loans and will keep your head above water in any circumstances. Income protection is a crucial part of the financial plan – and can be of no additional cost. 💵 🔝 ✅ ❓ How does your financial plan look like? ❓

A good reminder to be aware and cautious of the scams out there! #awareness These are so many financial scams to be aware of these days, especially if you're #retired. #investing #cobourginvestmentadvisor #money #personalfinance

What end of financial year action can you take? Is it thinking about your super contributions? Is it thinking about where your tax cut will go (cost of living, savings, something else)? Is it thinking about your winter energy bill and some of the rebates and cost saving tips available? Whatever it is, now is a good time to think about your financial circumstances and ways to start afresh from July 1. Your Financial Wellness is passionate about financial literacy and the power of the decisions you make today and the positive impact those decisions can have on your future. #superannuation #financialliteracy #financialwellness #eofy #financialfreedom #taxcuts Alexander Hassall Deborah B. Mike Roberts Anna Perera-Shaw