Finstyle Planning Solutions

It's been an amazing start to the MDRT Global Conference in Singapore!
The first day has been mind-blowing, packed with thought-provoking insights and ideas that will remain in my mind for years to come.
Absolutely stoked to be apart of something that creates such positive impacts all around the globe! 🌍🌟

💰 Dollar Cost Averaging: A Smart Investment Move? 💸

Wondering about Dollar Cost Averaging (DCA)? 🤔 Here's the lowdown!
DCA is an investment strategy where you invest a fixed amount regularly, regardless of market ups and downs. It helps reduce the impact of market volatility, as you buy more shares when prices are low and fewer when they're high. 💹 This can be a prudent way to build your investment portfolio steadily and stay disciplined during market fluctuations. While it may not guarantee huge gains, DCA can be a wise choice for long-term investors who value a cautious, consistent approach. 📈👍

If you want to know more follow the link! https://finstyle.feedsynews.com/what-is-dollar-cost-averaging-and-is-it-a-good-way-to-invest/

A good friend shared this video with us recently. Please enjoy this video as you head into the weekend, it’s amazing what you can achieve with a positive attitude and plenty of resilience!

https://finstyle.feedsynews.com/ted-talk-warren-buffett-leaves-the-audience-speechless-one-of-the-most-inspiring-speeches-ever/

Happy End Of Financial Year from the team at Finstyle!

We wrapped up the financial year in style while also raising a toast to Gavin's birthday. Amazing food, great company, and memorable moments made it an unforgettable evening. Here's to successful endings and new beginnings! 🥳💼

Happy Friday and last day of term TWO!! Who’s excited for Winter holidays to begin tomorrow?

Who’s going away this time and who’s not?
Perhaps you’re doing a school holiday program, while parents have to work?

Whatever you do, have a great break and don’t forget, term 3 begins 10th of July. 😛

💰 Mastering Financial Responsibility: Key Tips 💡

Take control of your financial future by understanding these fundamentals:
1️⃣ Needs vs. Wants: Distinguish between essential needs (food, shelter, education) and non-essential wants.
2️⃣ Budgeting: Set a budget to track expenses, cut back on wants, and allocate more towards needs.
3️⃣ Savings: Save a portion of your income consistently. Over time, it accumulates and provides crucial stability.
4️⃣ Emergency Fund: Prepare for the unexpected by saving for emergencies. Aim for 4-6 months' worth of living expenses.
5️⃣ Credit: Be responsible with credit. Limit card use, pay off balances monthly, and reduce unsecured debt.

Embrace financial responsibility today for a more secure future! 🚀💸

Remember, it's a journey that requires effort, but the rewards are worth it. Seek professional advice for personalised guidance.

Full article: https://finstyle.feedsynews.com/financial-responsibility/

It's tax time again! 💰💼 Make the most of it by following these simple tips:

1️⃣ Work From Home Expenses: Keep receipts and claim costs related to earning income from home.
2️⃣ Car Expenses: Use the 'cents per kilometer' method or keep accurate records for the 'logbook method'.
3️⃣ Travel Expenses: Save receipts for client lunches, accommodations, and public transit costs.
4️⃣ Dry Cleaning and Clothing: Claim work-related expenses for suits, shoes, and more.
5️⃣ Self-Improvement and Training: Deduct expenses for courses, books, and computer equipment.
6️⃣ Medical Expenses: Keep track of COVID testing and other work-related medical costs.
7️⃣ Superannuation Contributions: Consider making after-tax contributions to your retirement plan.
8️⃣ Other Expenses: Claim costs for tax advice, donations, interest on investments, and income insurance premiums.

Remember, keep all receipts and have a plan in place. Consult your Accountant and Financial Adviser for personalised advice. 💼💡

This information does not take into account the objectives, financial situation or needs of any person. Before making a decision, you should consider whether it is appropriate in light of your particular objectives, financial situation or needs.

Access the full article: https://finstyle.feedsynews.com/end-of-financial-year-tax-tips/

Navigating the Emotional Stages of Retirement: A Comprehensive Guide.

Retirement is a mix of emotions, but with some guidance, you can make the most of this new chapter. Here are the stages and tips to help you along the way:

1️⃣ Anticipation: Create a retirement plan to maintain purpose and set financial goals.

2️⃣ Liberation: Embrace freedom and try new hobbies while maintaining a balanced routine.

3️⃣ Disenchantment: Combat boredom and loneliness by staying connected and volunteering.

4️⃣ Reorientation: Reflect on your values, set new goals, and track your progress.

5️⃣ Stability: Find satisfaction and fulfillment by reassessing goals and staying open to change.

Remember, these stages may vary, but understanding them will help you navigate retirement successfully. Make the most of this new chapter! 💪🏼

Full article: https://finstyle.feedsynews.com/navigating-the-emotional-stages-of-retirement-a-comprehensive-guide/

NextGen 2023! 🌟

Last week Gavin attended the NextGen 4-day conference in Glenworth Valley!

The main themes were personal development and goal setting, and it was an incredible opportunity for him to learn, grow, and become his best self.

From horse riding and kayaking to taking the plunge in the freezing river 🥶, Gavin had an amazing time meeting people in the FP community from all around Australia and is definitely keen to go back next year.

🎉 Exciting News! 🎓 Our director, Brad Isaac, had an amazing night on Wednesday as he was presented with his well-deserved certificate for his Graduate Diploma of Financial Planning! 🎓✨

We couldn't be prouder of Brad and his remarkable achievement in furthering his knowledge and expertise in the financial planning field.

This accomplishment has come after 4 years of further studies and is a testament to his dedication, hard work, and commitment to providing top-notch financial advice to our valued clients.

With his newfound expertise and qualification, we are confident that Brad will continue to lead our team towards even greater heights, offering unparalleled financial guidance and strategies tailored to each client's unique needs.

Let's take a moment to congratulate Brad on this significant milestone! 🥳 Join us in celebrating his hard work and success by leaving a comment below to share your well wishes and admiration for his outstanding accomplishment. 🙌🎉

📢 We're back and better than ever! 📈💸 Excited to announce that Finstyle is back on social media and we'll be keeping you updated with our team's latest moves! Follow us for regular updates and expert financial insights. Let's plan your financial future together!