Канал: Financial Edge Group

The Hidden Death Tax

The Hidden Death Tax

When is the right time to start a Pension? ⏱️

When is the right time to start a Pension? ⏱️

"Non-Concessional Contributions" 🤔 How and When you can use them?

"Non-Concessional Contributions" 🤔 How and When you can use them?

Debunking myths about 'Concessional Contributions" for your Superannuation 🔮

Debunking myths about 'Concessional Contributions" for your Superannuation 🔮

Is an ongoing Adviser Relationship mandatory or beneficial? 🤔

Is an ongoing Adviser Relationship mandatory or beneficial? 🤔

Lonsec Economic Update 2024

Lonsec Economic Update 2024

How To Retire? The ASFSA Standard

How To Retire? The ASFSA Standard

AFSA Retirement Standards

AFSA Retirement Standards

14 question Financial Health Check

14 question Financial Health Check

7 ways to avoid a ruined retirement

7 ways to avoid a ruined retirement

17 government entitlements all retirees should know about

17 government entitlements all retirees should know about

What to expect in our first meeting?

What to expect in our first meeting?

Merry Christmas from Finanical Edge Group 2023

Merry Christmas from Finanical Edge Group 2023

What to expect in our first meeting

What to expect in our first meeting

9 PILLARS with Martin McGrath 🗯️

9 PILLARS with Martin McGrath 🗯️

RELATIONSHIPS with Martin McGrath 🗯️

RELATIONSHIPS with Martin McGrath 🗯️

CLIENT CASE STUDY with Martin McGrath 🗯️

CLIENT CASE STUDY with Martin McGrath 🗯️

VOLUNTARY SUPER CONTRIBUTIONS with Martin McGrath 🗯️

VOLUNTARY SUPER CONTRIBUTIONS with Martin McGrath 🗯️

CARRY FORWARD CONCESSIONAL CONTRIBUTIONS with Martin McGrath 🗯️

CARRY FORWARD CONCESSIONAL CONTRIBUTIONS with Martin McGrath 🗯️

BENEFICIARIES OF YOUR SUPERANNUATION with Martin McGrath 🗯️

BENEFICIARIES OF YOUR SUPERANNUATION with Martin McGrath 🗯️

SUPER AFTER DEATH with Martin McGrath 🗯️

SUPER AFTER DEATH with Martin McGrath 🗯️

Meet Wayne | Financial Adviser

Meet Wayne | Financial Adviser

ANNUITIES with Martin McGrath 🗯️

ANNUITIES with Martin McGrath 🗯️

PLANNING for AGED CARE with Martin McGrath 🗯️

PLANNING for AGED CARE with Martin McGrath 🗯️

EPISODE 9️⃣ Should I move my portfolio to CASH in this time of uncertainty?

EPISODE 9️⃣ Should I move my portfolio to CASH in this time of uncertainty?

EPISODE 8️⃣ What should I consider if my SUPERANNUATION VALUE is down currently?

EPISODE 8️⃣ What should I consider if my SUPERANNUATION VALUE is down currently?

EPISODE 7️⃣ OPTUS Data Breach & Potential Implications For Companies In The Future?

EPISODE 7️⃣ OPTUS Data Breach & Potential Implications For Companies In The Future?

EPISODE 6️⃣ How will different countries control Inflation and the impact on the Australian Dollar?

EPISODE 6️⃣ How will different countries control Inflation and the impact on the Australian Dollar?

EPISODE 5️⃣ How High Are Interest Rates Likely To Go?

EPISODE 5️⃣ How High Are Interest Rates Likely To Go?

EPISODE 4️⃣ - Are We Going To Hit a Recession?

EPISODE 4️⃣ - Are We Going To Hit a Recession?

Merry Christmas 2022

Merry Christmas 2022

EPISODE 3️⃣ - How Long Will High Inflation Be An Issue?

EPISODE 3️⃣ - How Long Will High Inflation Be An Issue?

EPISODE 2️⃣ - What Risk Factors & Opportunities Are There In Today's Share Market?

EPISODE 2️⃣ - What Risk Factors & Opportunities Are There In Today's Share Market?

Talking to industry experts 🗣️ What is happening in the Share Markets? And where are they heading?

Talking to industry experts 🗣️ What is happening in the Share Markets? And where are they heading?

Markets, Investments & World Economy | Financial Edge Group + Lonsec

Markets, Investments & World Economy | Financial Edge Group + Lonsec

10 Things That Make Us Different | Episode 10

10 Things That Make Us Different | Episode 10

10 Things That Make Us Different | Episode 9

10 Things That Make Us Different | Episode 9

10 Things That Make Us Different | Episode 8

10 Things That Make Us Different | Episode 8

10 Things That Make Us Different | Episode 7

10 Things That Make Us Different | Episode 7

10 Things That Make Us Different | Episode 6

10 Things That Make Us Different | Episode 6

10 Things That Make Us Different | Episode 5

10 Things That Make Us Different | Episode 5

10 Things That Make Us Different | Episode 4

10 Things That Make Us Different | Episode 4

10 Things That Make Us Different | Episode 3

10 Things That Make Us Different | Episode 3

10 Things That Make Us Different | Episode 2

10 Things That Make Us Different | Episode 2

10 Things That Make Us Different | Episode 1 - Unique Qualification

10 Things That Make Us Different | Episode 1 - Unique Qualification

Meet Ash | Client Service Manager

Meet Ash | Client Service Manager

Meet Angie | Client Service Manager

Meet Angie | Client Service Manager

10 Things That Make Financial Edge Group Different

10 Things That Make Financial Edge Group Different

How We Calculate Our Fees

How We Calculate Our Fees

5 DAYS vs 5 YEARS | Adviser Breakdown | Part Eight

5 DAYS vs 5 YEARS | Adviser Breakdown | Part Eight

BEYOND THE MATH | Adviser Breakdown | Part Seven

BEYOND THE MATH | Adviser Breakdown | Part Seven

ENOUGH = HOW MUCH? | Adviser Breakdown | Part Six

ENOUGH = HOW MUCH? | Adviser Breakdown | Part Six

TAXES & A LACK OF PLANNING | Advisor Breakdown | Part Five

TAXES & A LACK OF PLANNING | Advisor Breakdown | Part Five

Expert Analysis | Lonsec x Financial Edge Group | Full Recording

Expert Analysis | Lonsec x Financial Edge Group | Full Recording

Expert Analysis | Lonsec x Financial Edge Group | Lonsec's Wealth Protection in Down Markets

Expert Analysis | Lonsec x Financial Edge Group | Lonsec's Wealth Protection in Down Markets

Expert Analysis | Lonsec x Financial Edge Group | Domestic Market vs International Market

Expert Analysis | Lonsec x Financial Edge Group | Domestic Market vs International Market

Expert Analysis | Lonsec x Financial Edge Group | Expected Market Dividends Ahead

Expert Analysis | Lonsec x Financial Edge Group | Expected Market Dividends Ahead

Expert Analysis | Lonsec x Financial Edge Group | Interest Rates Impacting Investment Market

Expert Analysis | Lonsec x Financial Edge Group | Interest Rates Impacting Investment Market

Expert Analysis | Lonsec x Financial Edge Group | Determining Value Of Shares

Expert Analysis | Lonsec x Financial Edge Group | Determining Value Of Shares

Expert Analysis | Lonsec x Financial Edge Group | Risk Assessment & Risk Philosophy

Expert Analysis | Lonsec x Financial Edge Group | Risk Assessment & Risk Philosophy

Expert Analysis | Lonsec x Financial Edge Group | Growth vs Value Argument

Expert Analysis | Lonsec x Financial Edge Group | Growth vs Value Argument

Expert Analysis | Lonsec x Financial Edge Group | How Do You View Currency Risk In Your Portfolio

Expert Analysis | Lonsec x Financial Edge Group | How Do You View Currency Risk In Your Portfolio

Expert Analysis | Lonsec x Financial Edge Group | What Lonsec Holdings Will Be High Performing?

Expert Analysis | Lonsec x Financial Edge Group | What Lonsec Holdings Will Be High Performing?

Expert Analysis | Lonsec x Financial Edge | Struggling Sectors

Expert Analysis | Lonsec x Financial Edge | Struggling Sectors

NEVER MAKE A KILLING / NEVER GET KILLED | Advisor Breakdown | Part Four

NEVER MAKE A KILLING / NEVER GET KILLED | Advisor Breakdown | Part Four

PLAN - PROCESS - PRODUCT | Advisor Breakdown | Part Three

PLAN - PROCESS - PRODUCT | Advisor Breakdown | Part Three

REACHING FOR GOALS vs BEATING THE INDEX | Advisor Breakdown | Part Two

REACHING FOR GOALS vs BEATING THE INDEX | Advisor Breakdown | Part Two

BETWEEN YOU AND YOUR MISTAKES | Advisor Breakdown | Part One

BETWEEN YOU AND YOUR MISTAKES | Advisor Breakdown | Part One

Episode 9 | Financial Edge Group x Lonsec | "Housing Affordability"

Episode 9 | Financial Edge Group x Lonsec | "Housing Affordability"

Episode 8 | Financial Edge Group x Lonsec | "Investment Implications in a post-COVID world."

Episode 8 | Financial Edge Group x Lonsec | "Investment Implications in a post-COVID world."

Episode 7 | Financial Edge Group x Lonsec | "How do Lonsec manage risk in portfolios?"

Episode 7 | Financial Edge Group x Lonsec | "How do Lonsec manage risk in portfolios?"

Episode 6 | Financial Edge Group x Lonsec | "Are Higher Rates Worth The Risk?"

Episode 6 | Financial Edge Group x Lonsec | "Are Higher Rates Worth The Risk?"

Episode 5 | Financial Edge Group x Lonsec | "How to achieve a return in a low interest environment"

Episode 5 | Financial Edge Group x Lonsec | "How to achieve a return in a low interest environment"

Episode 4 | Financial Edge Group x Lonsec | "How to plan for the 'unknowns' in the Markets?"

Episode 4 | Financial Edge Group x Lonsec | "How to plan for the 'unknowns' in the Markets?"

Episode 3 | Financial Edge Group x Lonsec | "Where are Interest Rates heading?"

Episode 3 | Financial Edge Group x Lonsec | "Where are Interest Rates heading?"

Episode 2 | Financial Edge Group x Lonsec | "Risk factors in todays Share Market"

Episode 2 | Financial Edge Group x Lonsec | "Risk factors in todays Share Market"

Where are the Share Markets heading? FEG x Lonsec

Where are the Share Markets heading? FEG x Lonsec

Case Study | Receiving an Inheritance

Case Study | Receiving an Inheritance

Case Study | Retirement Mode

Case Study | Retirement Mode

Case Study | Shares

Case Study | Shares

Case Study | Selling Investment Properties

Case Study | Selling Investment Properties

Lonsec Full Discussion

Lonsec Full Discussion

Case Study | Maximising Super Strategies

Case Study | Maximising Super Strategies

CASE STUDY | Transition to Retirement Strategy

CASE STUDY | Transition to Retirement Strategy

Inheritance Case Study

Inheritance Case Study

An Update About What's Happening In The Financial Planning World

An Update About What's Happening In The Financial Planning World

Why do we do it? #FinancialPlanning

Why do we do it? #FinancialPlanning

What is Financial Planning?

What is Financial Planning?

Let's Talk About "Mistakes"

Let's Talk About "Mistakes"

The Right Asset In The Right Name

The Right Asset In The Right Name

What To Check On Your Super Statement

What To Check On Your Super Statement

Automating your Finances

Automating your Finances

What should I do with my EXTRA MONEY???

What should I do with my EXTRA MONEY???

Investing for your Children & Grandchildren

Investing for your Children & Grandchildren

The Age Pension Practically

The Age Pension Practically

Investment Bonds | What You Need To know

Investment Bonds | What You Need To know

Insurance To Consider For Your Retirement

Insurance To Consider For Your Retirement

Downsizer Contributions

Downsizer Contributions

Significant Changes to 2021 Budget

Significant Changes to 2021 Budget

Is Gifting Taxed?

Is Gifting Taxed?

Changes to Superannuation & Retirement in 2021

Changes to Superannuation & Retirement in 2021

Introduction to the AGE PENSION

Introduction to the AGE PENSION

EVERYTHING you need to know about the Age Pension

EVERYTHING you need to know about the Age Pension

Fail to prepare, prepare to fail...

Fail to prepare, prepare to fail...

Client Case Study - Seasonal Profits

Client Case Study - Seasonal Profits

Client Case Study 🧐

Client Case Study 🧐

Is a Term Deposit the BEST thing for my PROFITS? 💰

Is a Term Deposit the BEST thing for my PROFITS? 💰

Purchasing Business Premisses through Superannuation?

Purchasing Business Premisses through Superannuation?

Using business PROFITS to create WEALTH 📈

Using business PROFITS to create WEALTH 📈

How to REDUCE TAX with business PROFITS

How to REDUCE TAX with business PROFITS

Creating an Exit Strategy for your business ‼️

Creating an Exit Strategy for your business ‼️

TAX plans for BUSINESS PROFITS 📊

TAX plans for BUSINESS PROFITS 📊

What Business entities do I need? 💭

What Business entities do I need? 💭

Working too hard AND paying too much tax 💰💰💰

Working too hard AND paying too much tax 💰💰💰

"What happens to my investments when I die?"

"What happens to my investments when I die?"

"What are the BEST investments I can make for my children?"

"What are the BEST investments I can make for my children?"

Are there things I can do to HELP the kids out?

Are there things I can do to HELP the kids out?

What HAPPENS To My Super When I DIE?

What HAPPENS To My Super When I DIE?

How do I set up my inheritance for my kids?

How do I set up my inheritance for my kids?

When Do I Need To GET SERIOUS About Retirement?

When Do I Need To GET SERIOUS About Retirement?

Am I SAVING ENOUGH?

Am I SAVING ENOUGH?

Merry Christmas 2020

Merry Christmas 2020

What Does An Ideal Retirement Look Like?

What Does An Ideal Retirement Look Like?

MONEY TALK 💬 How we value Shares using the PE Ratio!

MONEY TALK 💬 How we value Shares using the PE Ratio!

"Do I have to PAY TAX on the Age Pension?"

"Do I have to PAY TAX on the Age Pension?"

Do I Have To Lodge A Tax Return When I Retire?

Do I Have To Lodge A Tax Return When I Retire?

"Do I have to PAY TAX in retirement?"

"Do I have to PAY TAX in retirement?"

You Don't Know What You Don't Know

You Don't Know What You Don't Know

Our Age Pension Strategy = $45,000 CASH

Our Age Pension Strategy = $45,000 CASH

You'll Wish We Met 10 Years Ago

You'll Wish We Met 10 Years Ago

How Much Does Financial Planning Cost?

How Much Does Financial Planning Cost?

Maximising Tax Results 📈

Maximising Tax Results 📈

Should I be Investing for Income or Growth

Should I be Investing for Income or Growth

What Is A Franking Credit? AND Is it Useful?

What Is A Franking Credit? AND Is it Useful?

Diversification In Retirement 🏠 🚗 💰

Diversification In Retirement 🏠 🚗 💰

Client Feedback 💭

Client Feedback 💭

The Best Investment?

The Best Investment?

How To Avoid The Financial Hangover

How To Avoid The Financial Hangover

Managing Debt In Volatile Time 📊

Managing Debt In Volatile Time 📊

How To Manage Investment Property Debt

How To Manage Investment Property Debt

Financial Edge Groups Investment Philosophy

Financial Edge Groups Investment Philosophy

Good Debt 🆚 Bad Debt

Good Debt 🆚 Bad Debt

How To Manage Your Debt Approaching Retirement?

How To Manage Your Debt Approaching Retirement?

How To Eliminate Your Debt When Approaching Retirement!

How To Eliminate Your Debt When Approaching Retirement!

THE LAST AGE BRACKET - OVER 65's💡💡💡

THE LAST AGE BRACKET - OVER 65's💡💡💡

MY TIPS FOR YOUR 60's ‼️💡💡💡

MY TIPS FOR YOUR 60's ‼️💡💡💡

FINANCIAL TIPS FOR YOUR 50's💡💡💡

FINANCIAL TIPS FOR YOUR 50's💡💡💡

TIPS FOR YOUR 40's💡💡💡

TIPS FOR YOUR 40's💡💡💡

Retirement Tips For Your 20's 💡

Retirement Tips For Your 20's 💡

My LAST tip for the New Financial Year - #5 Pensions🔑🔑🔑

My LAST tip for the New Financial Year - #5 Pensions🔑🔑🔑

NEW Financial Year - Tip #4 Contributions 💵💵 💵💵

NEW Financial Year - Tip #4 Contributions 💵💵 💵💵

NEW Financial Year - Tip #3 Tax Control 🧾

NEW Financial Year - Tip #3 Tax Control 🧾

What makes me proud of the ifa industry

What makes me proud of the ifa industry

NEW Financial Year - Tip #2 Cash Flow 💰💰💰💰💰

NEW Financial Year - Tip #2 Cash Flow 💰💰💰💰💰

NEW Financial Year Tips - Pt 1 #GOALS

NEW Financial Year Tips - Pt 1 #GOALS

QUICK TIPS FOR EOFY 💡What to do before 30th June to get the best out of your Super

QUICK TIPS FOR EOFY 💡What to do before 30th June to get the best out of your Super

CASE STUDY 🔍 'Understanding You'

CASE STUDY 🔍 'Understanding You'

QUICK TIPS FOR EOFY 💡Quick wins you can have before June 30.

QUICK TIPS FOR EOFY 💡Quick wins you can have before June 30.

CASE STUDY 🔍 'How To Manage A Redundancy'

CASE STUDY 🔍 'How To Manage A Redundancy'

QUICK TIPS FOR EOFY 💡'Top strategy before 30th June'

QUICK TIPS FOR EOFY 💡'Top strategy before 30th June'

CASE STUDY 🔍 'The Clear Plan To Retirement'

CASE STUDY 🔍 'The Clear Plan To Retirement'

QUICK TIPS FOR EOFY 💡My Top Retirement Strategy

QUICK TIPS FOR EOFY 💡My Top Retirement Strategy

CASE STUDY 🔍 'How We Maximise Your Investments'

CASE STUDY 🔍 'How We Maximise Your Investments'

QUICK TIPS FOR EOFY 💡BOOST Super | SAVE Tax

QUICK TIPS FOR EOFY 💡BOOST Super | SAVE Tax

CASE STUDY 🔍 'Simple Inquiry, Big Results'

CASE STUDY 🔍 'Simple Inquiry, Big Results'

RETIREMENT SERIES | Part 7. TOP 3 TIPS to looking after your investments in a share market crash

RETIREMENT SERIES | Part 7. TOP 3 TIPS to looking after your investments in a share market crash

RETIREMENT SERIES | Part 6. How To Manage Your Super In A Volatile Market

RETIREMENT SERIES | Part 6. How To Manage Your Super In A Volatile Market

RETIREMENT SERIES | PART 5. Should I Move All My Super To Cash?

RETIREMENT SERIES | PART 5. Should I Move All My Super To Cash?

RETIREMENT SERIES | Part 4. 3 Stimulus Packages Available To Retirees

RETIREMENT SERIES | Part 4. 3 Stimulus Packages Available To Retirees

RETIREMENT SERIES | Part 3. Top 3 Tips To Safeguard Share Market Volatility

RETIREMENT SERIES | Part 3. Top 3 Tips To Safeguard Share Market Volatility

RETIREMENT SERIES | Part 2. Can I Still Retire In 2020?

RETIREMENT SERIES | Part 2. Can I Still Retire In 2020?

RETIREMENT SERIES | Part 1. 5 Steps To Understanding Your Finances

RETIREMENT SERIES | Part 1. 5 Steps To Understanding Your Finances

5 Steps to give you Financial Confidence

5 Steps to give you Financial Confidence

Market Update 13.03.2020

Market Update 13.03.2020

Market update 10.3.20

Market update 10.3.20

Market Update March 2020

Market Update March 2020

Defined Benefit Super Strategy

Defined Benefit Super Strategy

How to maximise your super nest egg

How to maximise your super nest egg

Want to save $100K in tax on your next property purchase?

Want to save $100K in tax on your next property purchase?

Transition to Retirement Case Study

Transition to Retirement Case Study

How best to use an inheritance work for your retirement

How best to use an inheritance work for your retirement

Things Are Now In Place

Things Are Now In Place

Delivering our advice for your future

Delivering our advice for your future

How we are different - Boutique and Personal

How we are different - Boutique and Personal

How we are different - We become your financial go to person

How we are different - We become your financial go to person

How we are different - we empower clients

How we are different - we empower clients

How we are different - we are here for the long term

How we are different - we are here for the long term

How we are different - we take care of the paperwork

How we are different - we take care of the paperwork

How we are different - We are licensed to act in your best interest

How we are different - We are licensed to act in your best interest

How we are different - Transparency

How we are different - Transparency

How we are different - Retirement is our Specialisation

How we are different - Retirement is our Specialisation

Key 10 Things That Makes us Different at Financial Edge Group Detailed

Key 10 Things That Makes us Different at Financial Edge Group Detailed

How we are different - Cutting Edge

How we are different - Cutting Edge

How we are different - Unique Qualifications

How we are different - Unique Qualifications

10 Things That Makes us Different at Financial Edge Group - Overview

10 Things That Makes us Different at Financial Edge Group - Overview

How do I setup my super for retirement?

How do I setup my super for retirement?

I'm retired should I still put money into super??

I'm retired should I still put money into super??

How do we make sure your super doesn't run out

How do we make sure your super doesn't run out

Should I take all my money out of super?

Should I take all my money out of super?

When I retire, should all my money be in cash?

When I retire, should all my money be in cash?