Please call one of our qualified advisers on 02 65459935 to discuss how we can help you protect you and your family financially. Telephone – 1300 557 598 I’ve been using her services for 10 years now, Jane is totally trustworthy and knows what she is doing and has my best interests at heart. I believe, trustworthy actions set the foundation for a successful business relationship. As a Chartered Accountant that is way too busy to manage my own affairs, I knew what I wanted in regards to appointing my own financial adviser. This is called the Super Guarantee and it’s the law. Laura was born and raised in North Carolina, and moved to Austin in 2017, where she fell in love with the city. She started her career in the financial industry at Edward Jones Investments in March 2017, and joined the Fox Alliance team in November 2018. If you’re self-employed, you may be able to claim a tax deduction for personal contributions you make to super. That’s why it’s so important that we are prepared for life’s emergencies. Consider your circumstances before deciding what’s right for you. Superannuation is treated differently to most other savings. If you are self-employed, you are responsible for making your own superannuation contributions. You build up super while you are working to make sure you can have a comfortable retirement. Our focus is on listening, understanding, and caring about your concerns and providing you with an individual level of service. We will stay in contact with you because we want to ensure your financial plan continues to meet your needs and that you stay on track to achieve your goals. For most people, super will be taxed at a lower rate than a similar investment outside super. Review your income and cashflow requirements, Identify what assets (house, savings, investments) you have and how much they are worth, Assess how much super you have and when you can access it, Put plans in place to make your money last in retirement. If you think you may have lost track of your super then you have access to services to help you find your lost accounts. Our financial advisers are highly qualified and have a breadth of knowledge and experience necessary to focus on all your important financial matters. This year’s FOX Wealth Advisor Forum will focus on how to effectively evolve your firm in the midst of great change. Superannuation, often called super, is a way to save for your retirement. Retirement means different things to different people. We all have different ideas of what the second half of our lives looks like and that’s why planning for your retirement is so important. Please ensure that you fully understand the risks involved. It is important you keep an eye on your superannuation payments and balance to ensure your money is working as hard as it can for your retirement. She also has an amazing collection of shoes.”, “Absolutely outstanding in everything Jane does. There are different types of cover that fall under the broad heading of life insurance[2]: Fox Wealth Advisory  has access to a large range of insurers and we can tailor your wealth protection plan to suit your circumstances. Your employer must pay 9.5% of your salary into a super fund. Please contact one of our qualified Financial Advisers at Fox Wealth Advisory on 02 65459935 to discuss your retirement planning needs. Despite this Rice Warner Actuaries calculate that over 95 per cent of families do not have adequate insurance[1]. We are living longer and for most of us compulsory superannuation payments or the Age Pension alone won’t be enough to help us achieve the retirement lifestyle we’re dreaming about. You also can benefit from the effects of compounding returns. The Standard includes the cost of things such as health, communication, clothing, travel and household goods. Outside of work, Jane is mum to Lucy and Ruby and has a love of travel. Fox Wealth Advisory Financial Advisers can help you work out how much money you have now, how much you might have in the future and where it is coming from. A simple approach to sales and marketing for sole traders and new businesses, The Tax Office targets COVID super recontributions, Now you own your data: the new world of ‘open banking’ explained. PO Box 642 You will learn what risky investing is and how to reduce your risk while growing your wealth. Once your superannuation fund receives your contributions it invests this money either in a default strategy or one you have chosen yourself. The team at Fox Wealth Advisory can help you understand, grow and manage your superannuation. In my experience, professionalism and ethical behaviours are the difference between success and failure. This has given her the grounding for a strong and successful experience with loan structuring and budgeting. Contact us for more information about how we can help you make the most of your superannuation. As a seasoned Financial Trader, I’ve advised clients on their investment and stock trading decisions and financial options. FINANCE YOUR FUTURE WITH FOX WEALTH ADVISOR. Fees charged by the super funds may include general fees such as administration, member and investment, as well as optional extras including adviser fees and insurance premiums. www.centrepointalliance.com.au, Jane Ryan T/A Fox Wealth Advisory Authorised Representative 1003499 of Alliance Wealth Pty Ltd, To discuss your superannuation needs please contact one of our qualified Financial Advisers at Fox Wealth Advisory on 02 65459935 or. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. Everyone’s situation is different, so their choices and outcomes will be different to yours. I wanted someone who was knowledgeable, ethical and not interested in only making as much money for themselves as they could. If, like Ben Paul, you’ve recently started a new business, you’ll be hungry for sales.…, More than three million Australians have taken advantage of the Federal Government’s Super Early Release…, The promise of open banking is big; a new, simpler way to share your personal…, Key points: If you have been allocated a Home Care Package, the Government will subsidy…, Mailing Address We will make the insurance process as simple as possible and help you get the right cover to protect you and those you love with a financial safety net in the event that the unexpected occurs. Fox Wealth Advisory has access to a large range of insurers and we can tailor your wealth protection plan to suit your circumstances. And what are the waiting periods? However will these be enough? These clients have agreed to share their story. date; time-to-read.short-label; 5 ways to effectively hedge your investments view-count.label write-comment.write-a-comment. Both my certifications and years of experience have helped me understand that every client has unique goals, allowing me to advise and adjust their strategies accordingly. We show you how we use the stock market so that you can actually break the cycle of "Buy and Hope". You build up super while you are working to make sure you can have a comfortable retirement. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. Unless you’re counting on a lotto win or growing your own personal money tree, super can help you enjoy your retired days by allowing you to maintain a good standard of living, which isn’t achievable by receiving just the Age Pension.”, Association of Superannuation Funds Australia (ASFA) [1]. Grey Fox Wealth Advisors Financial Services Wilmington, Delaware 251 followers Grey Fox Wealth is an independent fiduciary that provides financial planning and wealth management services. Laura Cooper is an Associate Wealth Advisor with The Fox Alliance. She is a beautiful, friendly, professional person who always has your best interest at the forefront of all advice. I have no doubt in recommending Jane to any of my friends, family and colleagues. “Many of us will spend more than a quarter of our life retired, as people are now living until an average age of 86 years (if you’re male) and 89 years (if you’re female). I feel, it is the quality that makes you and your work stand out. [1] The Economic Cost of Underinsurance for a Typical Family, Volume 3, Issue 3 2010 Our team of professionals have years of experience in financial services. You will need to create a myGov account and then link your account to the ATO service. Her professionalism and integrity has provided me with a feeling of certainty for my financial future”, “Passion, knowledge and a genuine interest in achieving the best for clients is what makes Jane a truly professional Financial Adviser. Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. At Fox Wealth Management Group, we strive to create a personalized financial roadmap that may guide you toward your desired destination. Services include products that are traded on margin and carry a risk of losses. At Fox & Company Wealth Management, we are Fee-Only advisors and wealth managers focused on investing according to a logical, purposeful plan.

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