Sterling Grange Financial Planning

04/05/2025

With Labour winning the election by a landslide, is the Australian share market going to be better or worse off? Great article that looks back over the years of what could potentially lie ahead under a Labour Government.

This may be the most challenging Australian economy in a generation. So, what can investors expect from a Labor or Coalition government?

23/07/2024

With the new tax year kicking off it is important to have a good understanding of what you can and can't claim as a tax deduction. The enclosed article provides a good overview. However for an optimal outcome an Accountant will provide you with expert advice as they work with Financial Planners to help with your taxation planning in advance. Very important to have a strong team of professionals around you so you can achieve the lifestyle you want.

Wilsons Advisory’s Paul Aliprandi and H&R Block’s Mark Chapman break down the essentials for your tax return.

22/04/2024

Thursday morning next week we will be in Albury for the first stop of Sterling Grange Financial Planning's inaugural Wealth Management roadshow. We would love to see you there so please join us for an economic update as well as how to plan ahead to be retirement happy.

Date: Thursday 2nd May
Time: 7.30am to 9.00am.
Location: Mantra Albury, 524 Smollett Street
Breakfast Provided
Registration: https://www.sterlinggrange.com.au/wealth-management-seminars/

Can't make Albury? Then please join us in Sale on 8th May or Bairnsdale on 9th May. Reach out to Jake Taylor, Carl Freshwater or Nick Andrews.

Welcome to our upcoming wealth management seminars. Building wealth and creating the financial freedom to allow you to concentrate on what’s important to you takes unique planning. Planning out the future and partnering with investment specialists, is the first step towards a happy retirement.

17/03/2024

Did you know that Financial Planning is all about understand your goals and then creating a strategic plan to help you achieve them.

Sounds simple right? Well no it isn't because everybody has different goals with different time frames and with different life scenarios. The power of a Financial Planner is to take the time to understand your position so we can utilise our knowledge and experience to implement tailored strategies to help you achieve them.

Visit this link to understand what you can expect when starting your financial planning journey with Sterling Grange Financial Planning: https://www.sterlinggrange.com.au/steps-of-financial-planning/

Areas of Financial Planning services we can utilise to help you achieve your goals can include:
- Superannuation
- Investment Management
- Personal Insurance (Life, TPD, Trauma & Income Protection)
- Retirement Planning
- Self-Managed Super Funds (SMSFs)
- Cashflow Management
- Debt Management
- Centrelink and Aged Care

Want to learn more then don't hesitate to get in contact [email protected] or 0400 574 900).

12/03/2024

Where you surprised by the US inflation readings last night? The team at Sterling Grange weren't as we believe inflation was going to remain around current levels over the first half of the year.

The direction of inflation will affect the projected rise and fall of interest rates so it is important that your portfolio considers these movements in planning for your future.

If you haven't already get in touch with the Melbourne, Albury or Bairnsdale offices to book your financial planning meeting.

04/03/2024

In celebration of International Women's Day our Business Networking Group are having a special Breakfast Networking Event including a very special guest keynote speaker to dive into the Inspiring Inclusion of Women in Business!

Join us this Wednesday the 6th from 7:00am at Henry and The Fox, 525 Little Collins Street in Melbourne VIC for a morning of networking and empowerment to celebrate International Women's Day 2024.

We are looking forward to a fantastic day of celebrating inclusion in business and can't wait to see you there.

We will all be wearing a dash of purple to support International Women's day .

Any further details then let me know

Join us for a morning of networking over breakfast for IWD2024!

24/01/2024

This time last week we started a fantastic two days of business planning with a few corporate photos. Thanks Saville at , they have come up excellent.

Nick, Carl and Jake can't wait to start putting their plans into action and ensure our services provide the highest quality of advice our clients are accustomed to.

Feel free to reach out to our Melbourne, Albury or Bairnsdale offices if you would like to start reaching your financial and lifestyle goals.

24/01/2024

This time last week we started a fantastic two days of business planning with a few corporate photos. Thanks Saville Coble at Luminous Studios, they have come up excellent.

Nick, Carl and Jake can't wait to start putting their plans into action and ensure our services provide the highest quality of advice our clients are accustomed to.

Feel free to reach out to our Melbourne, Albury or Bairnsdale offices if you would like to start reaching your financial and lifestyle goals.

17/01/2024

Big Photo Shoot Day.

23/03/2023

BUSINESS NETWORKING OPPORTUNITY & LIFE INSURANCE PRESENTATION

Come and network with a group of business professionals where you will have the opportunity to increase your brand awareness, gain more customers and generate business through referrals. In the last 12 months our group has passed over $2,296,327 in referrals which is equivalent to $109,349 per member in value. Each of our members are eager to meet new guests and looking to add new members to our thriving meetings.

During the meeting, Jake Taylor from Sterling Grange Financial Planning, will be presenting on Life insurance. He will take you through the ins-and-outs of how a lump sum or income stream can help you through times when unexpected events such as illness, injury or death impact your ability to earn an income or to provide for yourself and others.

- Date: 29/03/2023
- Time: 7:00AM to 8:30AM
- Location: Henry & The Fox, 525 Little Collins Street, Melbourne VIC 3000
- Cost: $29 payable at the venue, which includes à la carte Breakfast and barista made coffee.
- Register here: http://ow.ly/GznR50NpIcJ

If you have any questions or want further information then please contact Jake Taylor on 0400 574 900 or [email protected].

I look forward to connecting with you.

12/03/2023

A bit of a Saturday silly ... Know body is safe from inflation, even the Tooth Fairy needs to rise her price per tooth to make ends meet!!