Angie Dreese

Have you listened to Episode 3 of the Enriched Wealth Podcast yet? Kris Tatt sits down with Daniel Nalder to discuss essential strategies for investments, retirement, and aged care planning. In this insightful interview, you'll learn: 👉How to create a robust investment approach 👉The benefits and challenges of managed accounts 👉Practical tips for boosting your retirement savings 👉How to approach aged care decisions with confidence If you’re looking for practical advice to support your financial journey, tune in today. 🎧 https://lnkd.in/gZk3np8r

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Upcoming tax reductions are likely to increase your borrowing capacity. In fact, some lenders have already factored this change into their lending criteria. If you’re considering a home loan, get in touch today to see how this could benefit you. www.finscape.au [email protected]

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Say Goodbye to Manual Errors in NDIS Fund Management! Tired of juggling spreadsheets and endless paperwork?? With ROTAWIZ, you can streamline your NDIS fund management and eliminate costly mistakes with ease! ✨ Automate your process, save time, and ensure accuracy—so you can focus on what truly matters. Visit us today at www.rotawiz.com.au and take the hassle out of fund management! #NDIS #FundManagement #NDISFunding #ROTAWIZ #NDISProviders #NoMoreErrors #DisabilitySupport #NDISCompliance #NDISProvidersAU #ShiftManagementAU #RosterManagement #ClientScheduling #WorkSmarter #WorkOptimization

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The 2024/25 New Zealand Budget is coming up. What does this mean for you and the broader financial services sector? Join us at our budget wrap-up webinar, where our subject matter expert and HSBC Economist Jamie Culling will share a comprehensive overview and analysis of the Annual New Zealand Budget. This session will offer enlightening insights into the key aspects of the budget and how it will impact you and the finance industry. Gain a deeper understanding of the budgetary decisions shaping the financial services sector and register now: https://bit.ly/4b99wZI #Newzealand #newzealandbudget #financialbudget #NZbudget

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InvestNow takes a look at several ways KiwiSaver can be tailored to deliver the right results. #investingnz #kiwisaver InvestNow

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When can we expect interest rate relief, what’s the forecast for inflation and jobs growth, and what can we expect from the housing market? In our latest Business View video, NAB Group Chief Economist Alan Oster offers insights into the conditions businesses can expect to encounter over the next 18 months. Watch the full video here: https://lnkd.in/gKRSRafr #NAB #Economics #BusinessInsights

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Total spending decreased 0.3% in September. Overall, total consumer spending increased 0.9% in 3 month average terms and 3.2% over the past 12 months. Read the full report here.

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We do it all... we listen, we manage, we grow and we protect your investments, with a speciality in retirement planning, and self managed superannuation funds. And, we are Financial Planning Business of the Year 2024. Adem Becirevic FCPA Paul Jansz Tara Hansen Lauren Rozario Steven Burns #financialcertainty #financialfreedom #virtualfinancial #itstartswithyou

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The potential need for aged care can be an emotionally loaded conversation for all members of a family. Read why an 'early' family meeting is so important and download your family action plan. Action Plan: https://bit.ly/47RfldR

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Superannuation is the leading concern for advice clients, so to support you in these conversations we're hosting a webinar with superannuation experts, Chant West, on the FY24 superannuation sector performance and the trends and challenges that will likely impact the super and retirement landscape this coming year. Join us for an insightful discussion about all things super including: - EOFY super sector performance and insights into what drove the strong result for FY24 - investment-related trends in the super industry including changes to asset allocations in recent years - other trends, changes and challenges that will impact super funds and their members, and - given volatile markets and a challenging geo-political climate, how might portfolios be impacted? Our panellists include respected industry experts from across the broader Zenith group, including: Ian Fryer, General Manager at Chant West Damien Hennessy, Head of Asset Allocation at Zenith, and Mano Mohankumar, Senior Investment Research Manager at Chant West 💻 Register now - https://lnkd.in/gb3QDCWs #Superannuation #SuperFund #SuperFundPerformance #FinancialAdvice #FinancialAdviser #Retirement #RetirementPlanning #Webinar #Pension #PensionFund #FinancialServices #Markets

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With the right investment research and portfolio management tools, you can gain better insights to make timely, well-informed decisions in rapidly changing market conditions and effectively demonstrate the value of your advice.   Explore our growing service offering and access a range of investment and superannuation research and portfolio tools to help deliver better investment outcomes for your clients in times of uncertainty. 💡 To learn more visit - https://lnkd.in/gUcBQJPT #FinancialAdviser #AdviserTools #InvetmentResearch #Superannuation #SuperannuationPlanning #RetirementPlanning #PortfolioBuilder #Investing #PortfolioManagement Chant West FE fundinfo

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With the new financial year upon us, it's essential to be aware of the upcoming changes to superannuation rates and rules, including the increase to the Superannuation Guarantee (SG) rate and adjustments to super contribution caps. Superannuation specialist Aimee Taylor explains these changes in more detail. ​ To read more about Aimee's insights, check the link in the comment section​ #SuperannuationChanges #SuperContributionCaps #Superannuation #RetirementSavings #SuperUpdates #Australia #Beaumaris #Geelong #Colac #VistaFinancialGroup #AchieveYourTomorrow

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In today's challenging economic climate, the importance of strong professional relationships cannot be overstated. Our Head of Investment, Marianne Lane, has shared how trust, transparency, and mutual support can help us navigate uncertainty and build a resilient future. Read more in this insightful AdNews article. #MediaMadeSimple #EconomicResilience #Networking #IndustryInsights

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Andrew Gregory, head of advice for the $135 billion profit-for-member fund UniSuper, is confident qualified advisers will complement the advice landscape and is “excited” about how they will sit in the fund’s business model. However, he is clear there needs to be well-defined guardrails over what advice is given and an effective way to triage into holistic advisers when the need arises. #financialservices #financialadvisers #financialplanning

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🌟 Exciting News from We Complement! 🌟 We’re taking client communication to the next level. Soon, our annual review letters will feature personalised video messages from you the adviser. It’s all about bringing a more personal touch to your financial planning. 📹✨ Stay tuned for more details on this innovative approach. #ClientFirst #FinancialAdvisory #Innovation #WeComplement #ClientExperience #FinancialAdvice  

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A strong month for the Fund despite the S&P/ASX Small Ordinaries Accumulation Index finishing down 0.05% in May. Small Caps underperformed Large Caps, with better sectors including IT, Financials Healthcare and Materials while Consumer Discretionary, Industrials and Energy all lagged. One thing that might lead to a rate cut later this year is the increasing nervousness of the consumer. The recent retail sales figures were poor and the consumer is now retreating into their shell. A couple of months of soft figures and we’ll be talking cuts again. The Flinders portfolio remains underweight consumer facing industries (such as retail) and remains overweight the industrial sector where we can see continued investment and growth. https://lnkd.in/g-6__x25

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🌟 Client Success Story 🌟 "Back Office Hero demonstrated a deep understanding of business growth and sales. They guided us to organise our client data and metrics, ensuring the valuation we sought was supported by clear, factual insights. Buyers found our documentation easy to understand and compelling." - WA Financial Planner. Selling your financial planning practice doesn’t have to be daunting. At Back Office Hero, we help you align your data, metrics, and documentation to exceed expectations. With tools like the Client Ranking Tool and Business Quality Indicator, we make sure your business tells a compelling story to potential buyers. 💡 Ready to sell your practice with confidence? Visit https://zurl.co/YEjh and let us guide you every step of the way. #BusinessPreparation #ClientFocusedResults

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