Foundation Wealth Advisers

On Tuesday, Federal Treasurer Jim Chalmers handed down the 2023-24 Federal Budget.
Remember, at the moment these are only proposals and could change as legislation passes through parliament.
Click the link below to for a quick round up of the 2023-2024 Federal Budget

2024 Federal Budget https://eread.com.au/ampBALE1/168377

Another FWA Birthday. Annabel celebrated with a change of hair colour and some nice Tiramisu Cake from Blac Fig 😋😋🎂Happy Birthday Annabel

Celebrating Janine’s Birthday! 🎉 🎂

Our wonderful receptionist, Janine, just turned another year wiser. We surprised her with a delicious cake on Tuesday to mark the occasion. Join us in wishing Janine a fantastic year ahead filled with joy and success!

STAFF UPDATE!!!

There have been some changes to our team.

Mimosa (right) is taking on a casual role and going back to university! Mimosa will be back in the office during uni holidays.

We would like to welcome our new Client Service Coordinator Kate Keenan (left). Kate commenced working full time this month and has made an excellent addition to our team. 

Best of luck ladies!

A huge congratulations to our client Terese for publishing her first book ’From Chronic To Cured’.
Please find the details below for her upcoming book launch, as well as a scan link to preorder the book.

Today we are celebrating our wonderful Joseph’s birthday with a delicious afternoon tea party 🎊

Position Vacant …Client Service & Admin Role.

Foundation Wealth Advisers hiring Client Service & Administration in Hobart, Tasmania, Australia | LinkedIn Posted 9:34:48 AM. We currently have an opportunity for a varied role in Office Administration in our Bellerive…See this and similar jobs on LinkedIn.

Last week Federal Treasurer Jim Chalmers handed down the 2022-23 Federal Budget.

Remember, at the moment these are only proposals and could change as legislation passes through parliament.

Click on the secure link below to read the 2022-2023 Federal Budget round up 👇

Federal Budget October 2022-23 Your wrap up of what this budget means for you. As Australians continue to grapple with... https://eread.com.au/ampBALE1/148348

One of our wonderful clients captured these beautiful images of our Hobart waterfront for National careers week.
Well done Maurice Banks

We would like to welcome some new faces to the Team. Matt, Joseph & Annabel. Matt has recently finished his study at the University of TAS including a Bachelor of Business and Economics And Graduate Diploma of Financial Planning. Joseph has nearly completed a Bachelor of Business and Annabel has recently started her Bachelor of Business. A warm welcome to them all.

Please enjoy this beautiful painting created by one of our very talented clients! 😍

🎨: Susan Miller

2022-23 Federal Budget round-up - what does it mean for you?

Key Points:
🔹 Superannuation
🔹Tax
🔹Social security, families and aged care
🔹Housing affordability

Click on the secure link below to read the 2022-2023 Federal Budget round-up 👇

2022-23 Federal Budget round-up Key points from the 2022-23 Federal Budget As the post-pandemic economic recovery continues to... https://eread.com.au/ampBALE1/140701

Please enjoy these stunning photos taken at the same place, on the same day, by one of our very talented clients! 😍

📷: Maurice Banks

Please enjoy the latest edition of our client newsletter, Aspirations.

In this edition we discuss 7 ways to stay active and healthy in retirement, explain dividends and look at how COVID relief continues for retirees.

Click the link below to have a read 👇

Aspirations Spring 2021 Welcome to the Spring edition of our client newsletter, Aspirations. Our articles cover a... https://eread.com.au/ampBALE1/135766

We currently have an opportunity for a varied role including Paraplanner/Financial Adviser/Accounting & Admin in our Bellerive Office.

From time to time you may wish to leave early on a Friday or get in late to the office on any other day, or attend a child's school event ? Why not work for a family-friendly employer who understands and offers the flexibility to suit your personal work-life balance needs.

The successful applicant will assist other office staff and Financial Advisers to provide ongoing services to our clients. A pathway towards financial planning is available for suitably qualified applicants. Current Authorised Representatives may also be considered for a position.
https://www.seek.com.au/job/54934011?type=promoted =aa70e658-5e23-415d-86c6-8eaf51277390

"Insights" latest article, in which Head of Investment Strategy and Chief Economist, Dr Shane Oliver, shares some great investment quotes for topsy turvy times.

To read the full article, please click on the secure link below 👇😊

Great investment quotes for topsy turvy times Dr Shane Oliver - Head of Investment Strategy and Chief Economist, AMP Capital Introduction The... https://eread.com.au/ampBALE1/133005

We were lucky enough to celebrate Laurens birthday this week.

"Happy Birthday" to our newest team member, Lauren.

We hope you have a fabulous day and look forward to celebrating with you on Monday! 🥳🎂

With winter well and truly upon us, what better time to sit back with a warm drink and enjoy the latest edition of our client newsletter, Aspirations.

In this edition we discuss super contribution caps, 6 steps to building good financial habits and provide information on what you need to think about when deciding to retire and considerations for different retirement living options.

click the link below to have a read 👇

Aspirations Winter 2021 Welcome to the latest edition of our client newsletter, Aspirations. Our articles cover a... https://eread.com.au/ampBALE1/132019

Our lovely Sarah W celebrated her 50th last week 🥰
Happy 50th Birthday, Sarah! We hope you enjoyed the cake and flowers.
Wishing you a year filled with happiness and joy 💐🎂💝

Some stunning photos of the bridge during Dark M**o captured by one of our talented clients!

📷: Maurice Banks

What will the 2021/2022 Federal Budget mean for you? 🤔

Key points:
🔹 Superannuation
🔹 Taxation - personal
🔹 Housing Affordability
🔹 Families, Social Security and Aged Care

To read the 2021-22 Federal Budget round-up, please click the secure link below 👇
https://eread.com.au/ampBALE1/129906

FWA is thrilled to welcome Lauren Watson to the Client Service Team! 🙂
Lauren has recently joined our team after dedicating the past few years bringing up her son Logan, working part-time whilst also completing her Degree at the University of Tasmania.
Lauren will join Lisa, Angela, Sarah Walsh and Sarah Foster as another point of contact in our office and looks forward to assisting our clients along their own life journey.
A Warm Welcome to the team Lauren! 🥰

"Insights" latest article, in which AMP Capitals Head of Investment Strategy and Chief Economist, Dr Shane Oliver, discusses:

🔹 Is the global economic recovery on track?
🔹 Are vaccines working?
🔹 Will the ending of JobKeeper derail Australia's economic recovery?
🔹 Is inflation going to become a problem?
🔹 What is the risk of a share market crash?
🔹 Why is there another boom in Australian house prices?

The answers to these questions and more...
To read the full article, please click on the secure link below 👇😊

Market outlook Q&A - global recovery, vaccines, inflation, the risk of a share crash, Aust house prices and other... https://eread.com.au/ampBALE1/128521

We hope you have a great week and a safe and happy Easter! 🐰

Please enjoy the latest edition of our client newsletter, Aspirations. 📰

In this issue:
🔹How much super should I have at my age?
🔹3 golden rules that make saving for retirement easier
🔹Considerations when downsizing your home

Aspirations Autumn 2021 Welcome to the latest edition of our client newsletter, Aspirations. Our articles cover a... https://eread.com.au/ampBALE1/127259

A big congratulatory shout out to Mark's son, Jack Hudson, on his first professional squash win last week! An outstanding achievement! 🥇🎉