O'Neil Financial Planning

After 18 years in business we have now become part of Fortuna Advisory Group
You will still find Andrew and Joni McCallum working hard, just now part of a much bigger group as part of Fortuna Advisory Group Australia

Two trusted financial teams unite! 🤝

O'Neil Financial Planning joins Fortuna Advisory Group, bringing together our shared values and client-focused philosophy. We are delighted to welcome Andrew O'Neil, as Senior Financial Planner, and Joni McCallum, as Client Service Officer, further strengthening the Fortuna Wealth Management team.

We're excited to enhance our services for you. Drop in and say hello to Andrew and Joni!

https://hubs.ly/Q02RskW50

Check out this quick video on residential aged care and remember this is an area we specialise in.
Reach out to the office if you need some advice for you, a family member or a friend.

https://oneilfp.com.au/financial-planning/residential-aged-care/

Are you around the age of 40?
What does your retirement plan look like?
Are you on track?
Do you have a plan?

Have a look at our latest blog and see how you are tracking, it might be time to review your retirement plan or put a plan in place - call the office and make an appointment- it is never too early or too late to plan your retirement.

Retirement planning for 40 year olds - What impact will rising interest rates have on your family life and retirement planning? Can you afford your home loan, Educate your children?

If retirement is in view in the next few years, now is the time to make sure you will be maximinsing any Centrelink Age Pension benefits at retirement, or maybe even be able to retire sooner than you expect.

Check out Andrew’s latest blog and video on Age Pension eligibility and amounts . Feel free to tag a friend or family member or send them the link to the website.

Contact us to review your upcoming retirement plan or to review your current situation to ensure you are receiving the maximum pension entitlement if you are already retired.

Blog What age pension will i get ? how does the system work ? Posted on September 30, 2022September 30, 2022 by Andrew O'Neil This short video will provide you with explanations of how the assets and income test works so you can use them to work in with your scenario. There are guides to the age pension....

Congratulations to the team here at OFP who have enabled us to achieve a 5 star Compliance Rating this year. ⭐️⭐️⭐️⭐️⭐️

Changes to superannuation contributions came into effect on 1st July 2022, do you know how they may affect you? Read our latest blog to find out.

Superannuation Changes 1st July 2022 - You can contribute to superannuation before 75 without meeting a work test under new changes from 1 July 2022

Not sure how owning your own home affects the age pension in retirement or the fees you may need to pay if you have to go to aged care?

Check out our new blog.

https://oneilfp.com.au/aged-care/home-sweet-home/

Australia is soon entering a new year of ‘living with COVID’ and it’s promising to see a number of Australians are currently seeking advice from a professional financial planner or through a digital platform.
Financial Planning Week is the perfect time for you to think ahead and create a plan to improve your financial wellbeing – now and into the future.

It's Financial Planning Week 2021!
Financial Planning Week is all about inspiring Australians from all walks of life and ages to consider their personal finances and find out how having a financial plan will give you greater peace of mind and security.
It has been another turbulent year for many. We'd love to have a chat with you about how to better manage your financial situation and to get you into the best place moving into 2022.