We can’t be the only ones feeling like this year just flew by – yet here we are! With the silly season now upon us, the Ipswich office at Dobbrick Financial Services have been reflecting on the past 12 months and thinking ahead to what 2020 holds for us, our business, and our clients. It’s been a refreshing exercise – to take time out and take note of the wins we’ve achieved both as a business, and for our clients – and as the year comes to a close, we’d encourage you to do the same.
The recent fires throughout Queensland and NSW have been incredibly devastating, and our hearts go out to all of those who have been affected. Fire, emergency, and local community support services are doing a phenomenal job in incredibly tough conditions.
These fires have caused catastrophic damage within days, and we know the recovery will be ongoing. We’d like to offer our support and assistance however we can to those that have been affected.
As the end of the year approaches, you might be starting to think about your new year’s resolutions – and what 2020 will look like for you. If you’ve been thinking about retirement for a while, could this be your year? It’s an exciting and momentous decision – so before you pre-plan your farewell party and book that first holiday, make sure you’re ready to transition by ticking off on our top 5 things to consider before you retire.
Dobbrick Financial Services were recognised with a string of accolades at the annual Fortnum Private Wealth Gala Awards night held at Sheraton Mirage last week with Director, Paul Dobbrick winning both Financial Advisor of the Year and the Guy Carrington Chairman’s Award.
“I am most proud of our team who were finalists in the Advice Practice of the Year category as they are a seriously committed and loyal bunch of people,” says Paul. “But of course, being recognised with these other awards is a huge honour and spurs us on to continue to get the best results we can for our clients.”
One subject that is often front of mind leading up to the end of the financial year, is making the most out of any opportunities to put money into superannuation. With June 30 only weeks away, it pays to think about these opportunities and the benefits that may exist. There are a number of advantages to contributing money into superannuation, one of the most attractive being the tax concessions.
Although often highlighted during your review meetings, and for many, you have already made contributions through existing strategies, we thought it was timely to reconnect as a reminder for the deadline.
Below we have highlighted some common contribution methods that may be of benefit to you and put some money back in your pocket come tax time.
Life Insurance cover is about protecting those who are left behind. Find out how the right policy can ensure your family isn’t left in debt if the worst should happen.
Why Life Insurance?
A Life Insurance policy can give you confidence your family will be provided for in the event of your death, or if you are diagnosed with a terminal illness. The right insurance may be able to take care of your debts so that your family is not shouldered with repayments, allowing them to keep their home and continue living life as you had planned together.
The end-of-financial-year period isn’t really a time most people relish, but it does offer an excellent opportunity to review your finances and possibly free up funds for more important and enjoyable pursuits.
Below we’ll show you, in five easy steps, how to streamline the income tax return process and possibly free up funds for the more important things in this great Australian life.