We dipped our toes in the water of the Federal Budget last night, but now that the seas have settled, we’re ready to deep dive into the proposals and translate what it means for you.
Whether you’re at the start of your financial journey as a Gen Y, are a little older in the wealth building stage of your career, or are considering retirement (or have already hung up your boots), we have filtered the prawns from the plankton to make sure you have the most relevant and specific information at your fingertips.
Watch our videos below and download our fact sheets to get a better grasp of what impact Budget 2018/19 will have on you and your financial situation.
Superannuation changes, taxes and reforms. It’s all about as exciting as a trip to the dentist, right?
Well, slip into your wetsuit and grab your snorkel for this short video featuring Senior Financial Adviser Michael Williams who chats with three of his Gen Y colleagues to explain how this year’s budget will affect Gen Ys.
As someone who is at the wealth building stage of your life, you may monitor the proposals put forward by the Treasurer in the Federal Budget each year with great interest – one change here and one change there can really affect the nest egg you’re growing.
This year, we’ve locked down our Head of Advice, Shane Light, and Managing Director and Senior Financial Adviser, Michael Williams, to review the 2018/19 Budget and put it into context for wealth builders.
In this short video, they discuss the key proposals, consider how they might affect you and get you thinking about what you could do now to help chipping away at those savings goals.
It’s going to be a year for the pre and post retirees with the Treasurer announcing a number of proposals that directly affect our clients around the Baby Boomer age.
In this short video, Head of Advice Shane Light and Financial Adviser James Weir talk about what action pre-retirees, or those who have already hung up their boots, can take to make sure everything is in place to enjoy a comfortable life of financial independence after work.
There’s nothing like personalised, tailored advice, so to get a better grip on what impact the Budget could have on your financial situation, make a time to chat to an adviser using the link below or call us on 1300 726 082.
General Advice Warning: This blog may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. It is important that you consider your own situation before acting on any information contained in this blog. Please seek personal financial advice prior to acting on this information.
Disclaimer: John Hopkins Financial Services Pty Ltd is a Corporate Representative of WealthSure Financial Services Pty Ltd Level 1 190 Stirling Street PERTH WA 6000 ACN:130 288 578 AFSL: 326450.
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