With the fast-approaching end of the financial year for 2018-19, ensuring you’ve ‘ticked all the boxes’ can be a challenging practice. We’ve put together a few simple tips to help get you through. If you are not sure if any of the below apply to you or if you have any questions, please don’t hesitate
How can a financial adviser actually help me? What does a financial adviser actually do? We get asked these types of questions all the time from prospective clients, friends and even some family who don’t really know what we do. I could give you some corny line about “realising your vision of financial success” or
Why do you need information from me before the appointment? We know how valuable both yours and our time is so we get you to complete a little bit of pre-work. This is so we can maximise the benefit for your financial advice appointment. By knowing just some basic info about yourself and your family.
A self-managed super fund (SMSF) operates within the same rules as other superannuation accounts, however, the investment options available to SMSFs are greater. Not everyone requires an SMSF to have a financially successful retirement. Much of the advice we provide is applicable to all superannuation funds, not just SMSFs. Investing and retirement advice doesn’t have
Farmers often ask us if they should put money into farm management deposits “FMDs” or into superannuation. The short answer is, it depends on what you are trying to achieve… But there are a few strategies now that will improve what farmers can do in the future. The FMD scheme is a way primary producers
Achieving Financial Freedom by not letting your expenses grow as your income grows! Time and time again we see new financial planning clients who are Doctors, Dentists, Tradespeople, Business owners, Professional Athletes and even Accountants who have great incomes but still aren’t really getting anywhere financially. These people are generally stuck in what we call
We at Chandler Private Wealth are an Agri specialist financial advice practice. We help our farming clients across country South Australia and NSW via our offices in Adelaide or Broken Hill. If you want more information or would like a second opinion on your financial options please feel free to call on (08) 7160 1191
We use the wealth software in the video above to help our financial planning clients in Adelaide and Broken Hill to monitor and track their assets, financial goals, budget and cashflow. More great benefits below. Online portal with all of your assets and liabilities in one place with automatic feeds from bank accounts, shares, super –
Are you a farmer looking for a better way to financially manage your enterprise? Let us introduce you to Figured. A software program in the cloud that provides you with the tools to do just this. Figured’s production planning and farm budgeting tools work seamlessly with Xero enabling you to plan for farm acquisitions, debt
You may have read the general strategies banks provide about how to pay down your home loan quicker. For example, setting up a budget so you can work out how to make extra repayments off your loan, or making repayments fortnightly instead of monthly.
