Fifr的动态

?? Traditional investments are like grabbing just a couple of chips—you get a taste, but it’s not quite enough to satisfy. Now imagine having the whole bowl—every chip, every crunch, the full experience. That’s what exploring your SMSF for opportunities like NDIS investments can feel like. It’s about making the most of what’s possible, not just settling for a small portion. With myself at PMR Financial, you can explore high cash flow, positively geared NDIS investment opportunities to maximise your financial potential. Ready to see if you qualify for the whole bowl? ???? DM me or visit the link in the bio to book your consultation today! ?? [email protected] ?? 0403 310 044 DISCLAIMER: The items outlined are for general information only. PMR Financial and its affiliates do not provide financial advice and encourage you to seek a licensed financial planner who is authorised to advise on purchasing real property as part of an investment plan before making any investment decision. (‘Michael Dimou is a credit representative (537978) of BLSSA Pty Ltd ACN 117 651 760 (Australian Credit Licence 391237).’) #NDISInvestment #SMSFOpportunities #HighCashFlow #ChipsAndInvesting #WealthBuilding #PMRFinancial #SmartInvesting

How opportune is this?!? As I was glued to the penultimate session at the 2024 FPI Professional's Convention, I remembered I'd covered the same topic for the August 2024 issue of FAnews Magazine-Online #IntergenerationalWealthTransfer is a critical aspect of #FinancialPlanning, yet it's a complex process that requires careful consideration and strategy. Here are five key insights that emerged from my article, based on a chat with Kobus Kleyn CFP? and Ricardo Teixeira, CFP? 1. Open communication is key: Successful wealth transfers are often built on healthy, open communication between family members, ensuring alignment on #FinancialGoals and values. 2.?Start estate planning early: Establishing #Trusts, #Wills and other legal mechanisms early on is crucial to ensuring assets are distributed according to the family’s wishes. 3.?#TaxPlanning is essential: Minimising tax liabilities during the wealth transfer process through strategic planning can significantly impact the overall success of the transfer. 4. Education is power: Continuously educating the next generation about financial responsibility is vital to preparing them to manage and sustain wealth. 5. Professional guidance is crucial: Engaging with #ProfessionalAdvisers who can facilitate open dialogue and provide tailored financial education ensures the legacy endures across generations. As the landscape of wealth transfer continues to evolve, these insights remain essential for families looking to preserve their wealth for future generations. You can read the full article here: https://lnkd.in/d8qJgre4 PS, I hope to soon do a deep dive into the The Financial Planning Institute SA panel discussion which featured Gerrit Schmidt III; Ajanta Mayku; Elmarie Venter; and Mzwandile Mtshali ... moderated by Navin Ramparsad. #WealthTransfer #EstatePlanning #FinancialPlanning #FinancialAdvisers

?? "You're almost there." ?? "You got this." ?? "Now keep going, keep going." These simple words of encouragement, spoken by a big sister to her sibling, carry lessons we embrace at High Falls Advisors every day. Whether you're climbing stairs or striving for financial goals, having someone cheer you on, remove obstacles, and celebrate your success makes all the difference. At HFA, we believe in being that encouragement for our clients. Let us help you reach your next milestone with unwavering support, expert advice, and a shared commitment to your success. ?? Read more about the power of encouragement in our latest blog: https://bit.ly/3Zee8dQ #Encouragement #FinancialSuccess #WealthManagement #KeepGoingKeepGoing #HighFallsAdvisors #SupportMatters

The importance of being able to withstand financial challenges and shocks has come to the fore in recent years, particularly during the cost of living crisis. Supporting the financial resilience of members and local communities is a key area of focus for building societies and credit unions. Financial education is a important tool in the journey to achieving financial resilience, particularly for young people. If we can encourage good habits and understanding early in life, they are much more likely to continue into adulthood. Bath Building Society has partnered with WizeUp Financial Education for over five years, delivering financial education workshops to local schools and sixth forms. In an article for the BSA, Emma Davis, DipPFS, Cert CII (FS) and Michael Flack share the highlights of this partnership and the work within the building society sector to widen the provision of financial education -https://lnkd.in/emUcfQQX #BuildingSocieties #FinancialInclusion #LifeSkills

Success doesn’t come in an instant. It’s the result of hard work, strategic thinking and personal accountability. Check out what MDRT member Ian Green, Dip PFS, has to say about pushing yourself to be the best you can be. Watch the full video in the Academy ?? https://bit.ly/3FrRO5T Apply to be a 2024 Academy member ?? mdrtacademy.org #finance #financialservices #financialplanning #financialadvice #lifeinsurance #financialeducation #mdrt

Empowering The Young Minds - Financial Literacy Starts Early. Representing LIAM in a joint collaboration with BNM-FEN Financial Literacy Month in educating general public and young children the value of saving, budgeting, and essential on insurance protection, we equip them with necessary skills for a secure future. Through interactive learning they better comprehend and understand. #FinancialLiteracyMonth #Importanceofprotection #interactivelearning #MRSMstudents #FEN #LIAM #Hongleongassurance

UNCG Students are invited to attend this FREE Financial Wellness Workshop presented by Allegacy Credit Union Register now using the QR Code! About half of all American households currently live paycheck to paycheck, making it hard to afford unexpected expenses, like car repairs or emergency room visits. Much like meal planning often yields healthier food choices, a budget can help you manage your household expenses to not only make ends meet, but have some money left over to pay down debt or save. Join us for this interactive session on budgeting to learn smart strategies for managing your cash flow, allocating expenses, and sticking to your budget. #uncgway #uncgsoe

Here’s some top tips from myself and Gary Waters on how to get clients to see the value of #incomeprotection. Hope they help… ???? #LetsTalkIP

No matter what goals you have in your sights, MDRT members are here to help you get there. Submit your 2025 membership application at mdrtacademy.org and gain exclusive access to the MDRT Mentoring Program. #finance #financialservices #financialplanning #financialadvice #lifeinsurance #financialeducation #mdrt

MDRT member Marc A. Silverman, CFP, ChFC, says this formula is the reason he achieves MDRT year after year. Get the full breakdown in his Academy article ?? https://bit.ly/4gw8lpY Not a member? Plug in and power up. Click the link in our bio to apply for 2025 membership. #finance #financialservices #financialplanning #financialadvice #lifeinsurance #financialeducation #mdrt