Kieran Menzie Financial Adviser

I often hear…I’m not going to be wealthy because I don’t own a business. A business doesn’t always mean being wealthy 💰
‼️This is general advice and I haven’t taken into consideration your personal circumstances ‼️

UPDATE on discretionary trusts (also known as a family trust). The Labor government has proposed a new legislation that goes against what they previously had proposed in the May budget.
‼️This is general advice and I haven’t taken into consideration your personal circumstances ‼️

This is how you could potentially get an immediate 21% return just by placing money into super! 💰
‼️This is general advice and I haven’t taken into consideration your personal circumstances ‼️

Let’s go through…HOW to reduce tax on the sale of an investment property! 💰 🏠
‼️This is general advice and I haven’t taken into consideration your personal circumstances ‼️

This client was potentially paying $10,000 more tax every year than they needed to. Just by restructuring where the money is held, could save them big💰
‼️This is general advice and I haven’t taken into consideration your personal circumstances ‼️

✅ FOLLOW Along if your planning for retirement 💰
I go through client stories, tips, traps and everything you need for a comfortable retirement!
‼️All videos are general advice only, as I haven’t taken into consideration your personal circumstances ‼️

CLIENT STORY - Unfortunately they didn’t submit the correct form and didn’t do it in time
‼️This is general advice and I haven’t taken into consideration your personal circumstances ‼️

I go through a client story of someone who is 53 years old and wanting to stop work! 💰
‼️This is general advice and I haven’t taken into consideration your personal circumstances ‼️

If you own a holiday home and you are looking to sell… Then you need to hear this!
‼️This is general advice and I haven’t taken into consideration your personal circumstances ‼️

If I was a few years away from retirement, then I would do anything and everything that I could to reduce my debt for retirement. Some simple options could be selling old coins, old stamps, furniture or collectibles to pay off debt.
‼️This is general advice and I haven’t taken into consideration your personal circumstances ‼️