Financial Aspects
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At Financial Aspects we believe financial planning is essential no matter what you aim to achieve in
Financial Aspects are a specialist financial planning business located in Geelong West, VIC. The services we offer include Financial Planning, Retirement Planning, Planning for Aged Care, Estate Planning, Centrelink assistance, Superannuation, Personal Insurance and more. Although we are located in Geelong West, our clients are located all over the Greater Geelong area including Newtown, Belmont,
07/02/2022
Something that I have been sharing with clients for a while now and just one of many solutions to the conundrum.
The too big Australian BHP consolidation S&P/ASX 200 S&P/ASX300 MVW Equal weight concentration risk
Moving into residential care is stressful enough, without thinking you are forced to sell your former home. Some people may find it hard to part with their home or may not be ready to sell. But do you have to sell? Or is that just a misunderstood myth?
It is true that you may be faced with paying hundreds of thousands of dollars for a room. But you could “rent” instead of “buy”. So, what are your choices? And how do they work?
We have helped clients with navigating the maze and can help you too. Call us on 03 5227 7777 to access advice today. Click the following link to read our article "Moving into care – do I have to sell my home?"
https://www.financialaspects.com.au/2021/07/28/moving-into-aged-care-do-i-have-to-sell-my-home/
Or watch our video:
https://youtu.be/UKDyxJBuZYI
24/03/2020
Sage advice on volatile markets.
Ongoing Volatility Just like you, Jodi and I have been bombarded with information regarding coronavirus. For us, it's about how fund managers see things, how economists see things, and the responses by governments and central banks. I AM NOT consuming social media-related coronavirus posts, and I am not watching the n...
10/03/2020
Worried about how coronavirus might affect your portfolio?
https://mailchi.mp/ed7aaece497e/coronavirus-fears
18/04/2019
2019 Federal Election - How will it impact you? https://mailchi.mp/ad2e93b6492d/2019-federal-election
30/03/2019
New 5.0-star Review: "Always friendly and professional, Daniel has helped me with several financial situations I have found myself in. He always seems to go the extra mile and I fully recommend Financial Aspects to anyone looking for financial advice."
22/02/2019
New 5.0-star Review: "Great business,Really easy to deal with and a friendly professional service 110% recommended"
22/01/2019
New year, new resolutions?
20/12/2018
02/11/2018
No money left over this week to enjoy your weekend activities?
Chat to your financial planner! Budgeting isn’t about cutting everything out, it’s about finding a balance that includes the fun things too.
01/11/2018
You’re never too young to visit a financial planner. Well, almost never!
We help people under 30 years old with their superannuation, budget and savings goals. So if you’re saving for a home deposit, or need to update your insurance, don’t be scared to start the conversation.
24/10/2018
What do you know about the FHSSS?
If you’re saving up for your first home deposit, then the First Home Super Saver Scheme may be for you. Before your next financial advisor appointment, discover the major pros and cons in our latest blog post.
http://www.financialaspects.com.au/2018/10/18/the-pros-and-cons-of-the-fhsss/
The Pros and Cons of the FHSSS - Financial Aspects Geelong The idea of saving for your first home deposit can be a daunting task these days. Houses are so expensive, that many people are opting out of owning and sticking to renting. According to the 2016 census, there are almost as many Australians renting now as there are who own their properties – and t...
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Contact the business
Telephone
Address
184-192 Suite 4, Level 1, 184-192 Pakington Street
Geelong, VIC
3218
Opening Hours
| Monday | 9:30am - 5pm |
| Tuesday | 9:30am - 5pm |
| Wednesday | 9:30am - 5pm |
| Thursday | 9:30am - 5pm |
| Friday | 9:30am - 5pm |