Are you and your family protected if something unforeseen should happen
Do you know where your super is and where it’s invested? Why not let us help you take control of it.
Are you on track to meet your retirement goals? Do you know how much you need in retirement?
Would you like to invest but are unsure where to start? Would you like help to decide how to invest?
The team at Finwest have been providing advice to clients from all areas. We have specialists in many different areas so no matter your need there will be an adviser who will be able to help you.
THE FINWEST TEAM
Ever wondered what the actual chances of you suffering a major medical illness is?
Ever wondered why your EOFY tax bill was higher than you expected? It could be because of the Medicare Levy. So what does the levy pay for – and how is it calculated? What is the Medicare Levy? Medicare is Australia’s publicly funded national healthcare system. The federal government funds the system by charging taxpayers[…]
To make child care more affordable, the federal government offers parents two forms of financial assistance. Here’s what you should know about these benefits – and how they’re about to change. Raising a family can be extremely rewarding, but also incredibly expensive. And now, more and more parents are relying on paid child care services[…]
The Federal Government’s reforms to superannuation are now in effect, with new rules having commenced from 1 July 2017. It’s important to understand how these changes could affect your financial strategy and retirement plans. In the 2016 Federal Budget, the government proposed a wide range of reforms to Australia’s superannuation system. In fact, these are the[…]
If you’re invested in property – or if you’re looking to buy your first home or downsize – the federal government has proposed some initiatives that might impact you. Here’s what you need to know. Although this year’s Federal Budget was a far cry from the wide-ranging super and tax reforms proposed in 2016, there[…]
Worried about running out of money in old age? We talk to retirement expert and women’s advocate Nicolette Rubinsztein about what women can do now to help their long term financial security. Q: Is financial literacy a women’s issue? Nicolette Rubinsztein: When looking at financial literacy, women often rank lower than men. We are often[…]
An economic update from Colonial First State Global Asset Management. What have been the major economic events in the last couple of months? Australia The Reserve Bank of Australia (RBA) Board met on 2 May and left the official cash rate on hold at 1.5%. Q1 2017 inflation data was released, and rose by 0.5%[…]
We’re not all financial experts, but sometimes it feels like we’re expected to be – especially when each super or pension statement arrives. So if you’d like to understand yours better, here’s how to make sense of all the finance-speak. Your super statement Here’s a breakdown of what your statement may look like if you’re[…]
Who doesn’t love the end of the financial year? Okay, so maybe sorting through a shoebox full of receipts isn’t your idea of fun, but don’t worry. With our handy checklist, you can take some of The headache out of tax time. You might even find ways to give your finances a boost. The end[…]
If you’re thinking of setting up a self-managed super fund (SMSF), there are lots of things you need to consider first. That’s why it’s important to understand exactly what’s involved so you can decide whether an SMSF is the best option for your super. Like other superannuation funds, an SMSF is a vehicle specifically designed[…]