• Cashflow Analysis
  • Insurance Planning
  • Debt Reduction Strategies
  • Tax Minimisation Strategies
  • Super Review
  • Investment Planning
  • Retirement Planning
  • Centrelink Maximisation
  • Aged Care Advice / Retirement Village
  • Estate Planning
  • SMSF

AHS

Helping you make smart long-term financial decisions

(03) 9480 1144

  • Home
  • Services We Provide
    • Tax Minimisation Strategies
    • Super Review
    • Investment Planning
    • Retirement Planning
    • Centrelink Maximisation
    • Aged Care Advice / Retirement Village
    • Estate Planning
    • Cash Flow Analysis
    • Insurance
    • Debt Reduction Strategies
  • Our Process
    • Client engagement process
    • Initial meeting process
    • Life is Complicated!
  • Our Team
  • Testimonials
  • Contact Us

Have you nominated someone to receive your super benefit if something happens to you?

02/07/2012 By Heidi Schwegler Leave a Comment

No one likes to think about their early demise. It’s morbid, I get it. However when someone does pass unexpectedly, they can leave behind a mess that is easily preventable.   Did you know that many super funds have built in life and TPD insurance? This means that if something happens to you, not only […]

Filed Under: Super Review

Are you sure your super is going into your account? Don’t be fooled!

11/13/2011 By Heidi Schwegler Leave a Comment

Countless times I’ve asked a prospective client whether their employer is making regular super contributions.   With eagerness the prospect opens their payslip and shows me the amount of super contribution their employer has “paid”.   Beware! Just because your employer has made a “provision” for your super on your payslip, (which they have to […]

Filed Under: Super Review

Do you want to retire earlier?

10/09/2011 By Heidi Schwegler Leave a Comment

If you’ve ever seen me present you will have heard me say countless times that there are three things that make us wealthier.   Sorting out your Super Sorting out your Savings Giving yourself a Security blanket   These three “S’s” are my financial bible.  If these three areas are working in harmony then you are […]

Filed Under: Retirement Planning

There’s always someone worse off

09/07/2011 By Heidi Schwegler Leave a Comment

I just returned from the holiday from hell! I went to Phuket and for the first 4 days there was tropical torrential rain that didn’t stop. All sightseeing tours were cancelled, beaches were closed night-markets did not happen. On the fifth day when the sun finally poked its head through the clouds my partner Chris […]

Filed Under: General Planning Tips

Value of Advice

07/28/2011 By Heidi Schwegler Leave a Comment

Often, when I tell people I’m a Financial Planner they look at me with that look; you know the one I’m talking about.  It says “I have a pretty vague, pre-conceived idea of what you do for a living and I’m not willing to have my mind changed!”.   More times than not, their pre-conconceived idea […]

Filed Under: General Planning Tips

  • « Previous Page
  • 1
  • 2
  • Cashflow Analysis
  • Insurance Planning
  • Debt Reduction Strategies
  • Tax Minimisation Strategies
  • Super Review
  • Investment Planning
  • Retirement Planning
  • Centrelink Maximisation
  • Aged Care Advice / Retirement Village
  • Estate Planning
  • SMSF

All of the material published on this website is for information purposes only and does not constitute advice. This information is of a general nature only and has been provided without taking into account your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a financial adviser, whether the information is appropriate in light of your particular needs and circumstances.

Andrew Hollow, Heidi Schwegler and TFG Financial Pty Ltd trading as AHS Financial are Authorised Representatives of Count Financial Limited ABN 19 001 974 625, AFSL 227232