Assurity Financial Planning

20/06/2025

Proud to sponsor our local volleyball comp with a great team!

24/12/2022

We love a traditional Christmas card and this may well be our all time favourite:
“Roses are red, violets are blue, we’d probably be broke, if it wasn’t for you!”
Happy holidays to all, we are now closed for 2022 and look forward to seeing you in the new year.

21/12/2021

‘Tis the season for giving. Why not get behind a great locally produced project (and claim a tax deduction along the way 😉) by supporting Inheritance The Movie, the story being brought to screen by Myles Pollard, Ben Morley and Jasmin Leivers. A dramatic and moving film being presented in a unique format giving you the opportunity to support our local arts industry.
You can donate by following the link below:
https://artists.australianculturalfund.org.au/s/project/a2E6F000003ZZGMUA4/inheritance-short-film?fbclid=IwAR2f6qFR3eBDwOsFwCpSbBggyOHEqTcIz6BlmKc9RnuBZ6SYZXYbFbDsnGY

Inheritance is a short film about John Barker, on parole and trapped in a soul destroying job, who must confront his colonial past and inherited rage in order to be truly free.

16/12/2021

Great Christmas lunch with this group of legends and an absolute fantastic feed from Rustico at Hay Shed Hill! Happy holidays to all.

02/11/2021

We’ve had some exciting changes take place recently within our business and are pleased to announce that you’ll be seeing a few new faces around the office next time you come in.

Rosemary Purdie and Tracey Head have both come aboard to assist our back office as Jenna will be heading off on maternity leave in January while Zaria has taken a FIFO role up north. Rosemary and Tracey bring a wealth of knowledge and experience with them in building out our administration capabilities.

Furthermore, Naomi Rhyne has joined out team and has extensive financial advisory experience having worked locally as an advisor as well as working in the complex cases department at Centrelink. Naomi will be an immense asset in assisting our clients, particularly those with the curly Centrelink issues, and she is already helping guide our practice in delivering better outcomes.

We welcome these great new recruits to our team and look forward to introducing them to you when you next pay us a visit. As for the rest of us, Doug, Lisa, Amanda, Jenna and Kate, we’re still here and look forward to catching up with you soon.

The team at Assurity

15/03/2021

What a brilliant day! Communication workshop hosted in office by Myles Pollard followed by a practical session aboard Paul Willison of Adventure Sailing’s catamaran. Both Myles and Paul taught then brought together critical elements of communicating with confidence culminating in a successful at sea rescue training mission.

26/03/2020

To further protect our clients, staff members and the broader community, we have made the decision to move to remote work locations to adopt social distancing and self-isolation guidelines.

Fortunately with today’s technology solutions, we are able to carry on with business as usual, however, we will aim to conduct meetings with technology enabled options (phone, Skype, Zoom, etc…) rather than face to face for the time being.

Our hours of operation remain unchanged and we encourage you to touch base should you have any queries or needs at this time.

26/02/2019

Amazing display of the change in brand values since 2000!

21/11/2018

Great day at the Gourmet Escape Castle Rock Beach BBQ with the Assurity team for an early Christmas lunch. Fabulous food in a breathtaking location!

15/08/2018

We often discuss the benefits of long term investing and compounding returns with our clients. This article is a good read about how a young investor will benefit from time in the markets rather than timing the markets.

I recently turned 28, and I’ve already saved over a quarter of a million dollars.

19/07/2018

In our opinion, Australian economist Shane Oliver often offers the most balanced insight into the state of financial markets and keeps it simple. For a succinct summary of 2017/2018, have a read below.

AMP Capital has been made aware that persons using the names AMP Capital Limited and AMP Capital Investors Limited Company are purporting to be a part of the AMP Capital or AMP group and are making unsolicited contact with members of the general public in Europe and the UK. AMP Capital Limited and A...