Coleman Financial Group

If you’re nearing retirement age, it’s likely you’re wondering if you will have enough saved to give up work and take it easy, particularly as cost-of-living increases hit some of the basic expenses such as energy, insurance, food and health costs. Read our Blog post to find out more - Living your best life in retirement https://hubs.ly/Q02xlDlc0 #colemanfinancialgroup #financialplanning #australiantax #mortgagebroking #northernbeaches

Some super housekeeping tips for EOFY. #colemanfinancialgroup #financialplanning #mortgagebroking #australiantax #centralcoast

Last week the Reserve Bank Board announced it was leaving the cash rate at 4.35 per cent. Click on the link to view the Statement by Michele Bullock, Governor: Monetary Policy Decision. https://hubs.ly/Q02x1t5H0 With the official rate on hold, we're watching closely what the banks do with their rates, as some of Australia's biggest lenders may make changes to their rates. You will be notified directly by your bank if and when they change their interest rate. Please get in touch if you would like to review your finance options. #colemanfiniancialgroup #mortgagebroking #financialplanning #australiantax #northernbeaches

Stay up to date with the latest developments in the property market over the past month. As all eyes turn to the upcoming Federal Budget, our video takes you through an overview of the state of the property market, looking back on the changes in values over the month of April. The video includes a breakdown across all capital cities of the changes in dwelling values over the past month, as well as over a period of 12 months. Click the video below to view our May update. Please get in touch if you’d like assistance finding the right loan for your situation. #colemanfinancialgroup #australiantax #financialplanning #mortgagebroking #smsf #centralcoast

For most of us, our mortgage is our biggest financial burden - and one that’ll be with us for decades. However, it’s important to remember that the life of a home loan doesn’t need to be as long as the contract suggests; you’re free to pay it off faster and take that financial load off your shoulders sooner. Read our blog to find out more - More money in your pocket, by paying off your mortgage faster https://hubs.ly/Q02vFsgm0 #colemanfinancialgroup #australiantax #mortgagebroker #financialplanning #smsf #northernbeaches

The ABC's of Bookkeeping Why is good bookkeeping so vital for your financial management? We’ve got some top hacks for maximising your bookkeeping, and the options for outsourcing this job to the professionals. #colemanfinancialgroup #australiantax #mortgagebroking #centralcoast

There are two ways to calculate a work from home deduction. Read our blog to find out more - Your guide to claiming working from home expenses for 2023–24 income year. https://hubs.ly/Q02v6Lql0 #colemanfinancialgroup #australiantax #financialplanning #mortgagebroking #northernbeaches

Stay up to date with what's happened in markets and the Australian economy over the past month. Expectations of interest rate cuts later this year in Australia and the United States fuelled activity in the markets last month. Australian shares reached a new record high at the end of the month, driven by mining shares with gold, iron ore and lithium all rebounding. US markets also reached new highs during March, leaving the benchmark index up more than 10 percent so far in 2024. Click the video below to view our update. Please get in touch if you’d like assistance with your personal financial situation. #colemanfinancialgroup #mortgagebroking #mortgagebroker #tax #northernbeaches

The much debated tax on superannuation balances over $3 million is inching closer and those who may be affected should ensure they have considered the implications. Although it is not yet law, the Division 296 tax should be taken into account when it comes to investment strategy and planning, particular in relation to any end-of-financial-year (EOFY) contributions into super. Understanding the new $3m super tax https://hubs.ly/Q02tSGPx0

As we approach the end of the year we often begin thinking about the changes we need to make in the new year. If one of the items on your to-do list is to sort your retirement goals and/or your retirement plans then you need to read our blog - Flexing your retirement plans https://hubs.ly/Q02dsG3k0 Some things we discuss in the blog are Transition-to-retirement (TTR) pensions, giving super a late boost, the role of home ownership and more. Book an appointment with Nathan today to flex your retirement plans with a financial plan that suits your situation! . . . #colemanadvisory #financialplanner #financialadvisory #mortgagebroker #businesscoach #tomorrowsbusinesstoday #centralcoast