Foundation Wealth Planners

Foundation Wealth Planners Holistic Strategic Financial Planner for all walks of life
All aspects of super and retirement strat

Foundation Wealth Planners will provide you greater comfort and clarity to follow your financial journey and achieve your goals.

Moving into residential aged care is a big step, and one of the most important financial choices you’ll make is how to p...
25/03/2025

Moving into residential aged care is a big step, and one of the most important financial choices you’ll make is how to pay for your room. You have 28 days from move-in to make key decisions.

Need help to unravel the changes? Call us on 02 6813 0977 to make an appointment.



Disclaimer: This article is for informational purposes only and the information contained is of a general nature and may not be relevant to your particular circumstances. The circumstances of each investor are different, and you should seek advice from a professional financial adviser who can consider if particular strategies and products are right for you. In all instances where information is based on historical performance, it is important to understand this is not a reliable indicator of future performance. You should not rely on any material on this website to make investment decisions and should seek professional advice.

Foundation Wealth Planners ABN 84 612 059 622 is an Authorised Representative No. 1242404 and Credit Representative No. 488134 of FYG Planners Pty Ltd, AFSL/ACL No. 224543 ABN 55 094 972 540

What steps are you taking to plan your health care in retirement? This article is for informational...
18/03/2025

What steps are you taking to plan your health care in retirement?



This article is for informational purposes only and the information contained is of a general nature and may not be relevant to your particular circumstances. The circumstances of each investor are different, and you should seek advice from a professional financial adviser who can consider if particular strategies and products are right for you. In all instances where information is based on historical performance, it is important to understand this is not a reliable indicator of future performance. You should not rely on any material on this website to make investment decisions and should seek professional advice.

Foundation Wealth Planners ABN 84 612 059 622 is an Authorised Representative No. 1242404 and Credit Representative No. 488134 of FYG Planners Pty Ltd, AFSL/ACL No. 224543 ABN 55 094 972 540

Elder financial abuse can happen to anyone at any time. It’s important to recognise the signs early to protect your fina...
13/03/2025

Elder financial abuse can happen to anyone at any time.

It’s important to recognise the signs early to protect your financial future.

We are committed to helping protect your financial wellbeing. If you ever suspect elder financial abuse. We are here to help.

Call us today on 02 6813 0977



This article is for informational purposes only and the information contained is of a general nature and may not be relevant to your particular circumstances. The circumstances of each investor are different, and you should seek advice from a professional financial adviser who can consider if particular strategies and products are right for you. In all instances where information is based on historical performance, it is important to understand this is not a reliable indicator of future performance. You should not rely on any material on this website to make investment decisions and should seek professional advice.

Foundation Wealth Planners ABN 84 612 059 622 is an Authorised Representative No. 1242404 and Credit Representative No. 488134 of FYG Planners Pty Ltd, AFSL/ACL No. 224543 ABN 55 094 972 540

Retirement is not just about relaxing, instead it can be the perfect time to make meaningful changes to your lifestyle, ...
11/03/2025

Retirement is not just about relaxing, instead it can be the perfect time to make meaningful changes to your lifestyle, stay active and nurture your mental and physical health.

Here are some ways to ensure you can make the most of this exciting life stage.

Ready to make the most of your retirement? Book an appointment today to discuss how we can help you plan for the future.



This article is for informational purposes only and the information contained is of a general nature and may not be relevant to your particular circumstances. The circumstances of each investor are different, and you should seek advice from a professional financial adviser who can consider if particular strategies and products are right for you. In all instances where information is based on historical performance, it is important to understand this is not a reliable indicator of future performance. You should not rely on any material on this website to make investment decisions and should seek professional advice.

Foundation Wealth Planners ABN 84 612 059 622 is an Authorised Representative No. 1242404 and Credit Representative No. 488134 of FYG Planners Pty Ltd, AFSL/ACL No. 224543 ABN 55 094 972 540

Finding your safe spending number depends on many key factors. Guidelines like the 4% rule can provide a starting point,...
11/03/2025

Finding your safe spending number depends on many key factors.

Guidelines like the 4% rule can provide a starting point, it’s important to remember that one size doesn’t fit all. Everyone’s financial situation is unique. Some experts suggest using your age as a guide, which might allow you to spend more as you get older.

Don’t let uncertainty hold you back from enjoying your retirement. With careful planning and professional advice, you can find the right spending level to live comfortably.



This article is for informational purposes only and the information contained is of a general nature and may not be relevant to your particular circumstances. The circumstances of each investor are different, and you should seek advice from a professional financial adviser who can consider if particular strategies and products are right for you. In all instances where information is based on historical performance, it is important to understand this is not a reliable indicator of future performance. You should not rely on any material on this website to make investment decisions and should seek professional advice.

Foundation Wealth Planners ABN 84 612 059 622 is an Authorised Representative No. 1242404 and Credit Representative No. 488134 of FYG Planners Pty Ltd, AFSL/ACL No. 224543 ABN 55 094 972 540

Did you know? Aged Care Fees are set to change from 1 July 2025.After a long wait, new legislation which is aimed at res...
27/02/2025

Did you know? Aged Care Fees are set to change from 1 July 2025.

After a long wait, new legislation which is aimed at reshaping how aged care is delivered and funded in Australia has been passed.

Need help to unravel the changes?

Call us on 02 6813 0977 to make an appointment.



Disclaimer: This article is for informational purposes only and the information contained is of a general nature and may not be relevant to your particular circumstances. The circumstances of each investor are different, and you should seek advice from a professional financial adviser who can consider if particular strategies and products are right for you. In all instances where information is based on historical performance, it is important to understand this is not a reliable indicator of future performance. You should not rely on any material on this website to make investment decisions and should seek professional advice.

Foundation Wealth Planners ABN 84 612 059 622 is an Authorised Representative No. 1242404 and Credit Representative No. 488134 of FYG Planners Pty Ltd, AFSL/ACL No. 224543 ABN 55 094 972 540

Are you, a spouse or a parent moving into residential aged care? Worried about where to start? And fearful of making a w...
26/02/2025

Are you, a spouse or a parent moving into residential aged care? Worried about where to start? And fearful of making a wrong decision?

Think like you would with any property decision and take these 4 steps.

Need help to understand what you can afford and how to structure your finances? Call us on 02 6813 0977 to make an appointment.



This article is for informational purposes only and the information contained is of a general nature and may not be relevant to your particular circumstances. The circumstances of each investor are different, and you should seek advice from a professional financial adviser who can consider if particular strategies and products are right for you. In all instances where information is based on historical performance, it is important to understand this is not a reliable indicator of future performance. You should not rely on any material on this website to make investment decisions and should seek professional advice.

Foundation Wealth Planners ABN 84 612 059 622 is an Authorised Representative No. 1242404 and Credit Representative No. 488134 of FYG Planners Pty Ltd, AFSL/ACL No. 224543 ABN 55 094 972 540

Quote of the day. Disclaimer: This article is for informational purposes only and the informatio...
20/02/2025

Quote of the day.



Disclaimer: This article is for informational purposes only and the information contained is of a general nature and may not be relevant to your particular circumstances. The circumstances of each investor are different, and you should seek advice from a professional financial adviser who can consider if particular strategies and products are right for you. In all instances where information is based on historical performance, it is important to understand this is not a reliable indicator of future performance. You should not rely on any material on this website to make investment decisions and should seek professional advice.

Foundation Wealth Planners ABN 84 612 059 622 is an Authorised Representative No. 1242404 and Credit Representative No. 488134 of FYG Planners Pty Ltd, AFSL/ACL No. 224543 ABN 55 094 972 540

RBA drops cash rate to 4.1%, offering relief for Aussie Homeowners.While this is great news, the RBA warns more cuts are...
19/02/2025

RBA drops cash rate to 4.1%, offering relief for Aussie Homeowners.

While this is great news, the RBA warns more cuts are not guaranteed due to ongoing inflation risks.

There can be benefits in maintaining your current loan repayments:

Benefit 1: By keeping your repayments the same, more of your payment goes towards principal rather than interest. Over the life of the loan this can be substantial.

Benefit 2: Paying your principal more quickly increases your home equity, which can be beneficial if you need to refinance or sell your home in the future.

Benefit 3: Keeping repayments steady helps maintain financial discipline and prevent the temptation to spend extra cash from lower monthly payments.



This article is for informational purposes only and the information contained is of a general nature and may not be relevant to your particular circumstances. The circumstances of each investor are different, and you should seek advice from a professional financial adviser who can consider if particular strategies and products are right for you. In all instances where information is based on historical performance, it is important to understand this is not a reliable indicator of future performance. You should not rely on any material on this website to make investment decisions and should seek professional advice.

Foundation Wealth Planners ABN 84 612 059 622 is an Authorised Representative No. 1242404 and Credit Representative No. 488134 of FYG Planners Pty Ltd, AFSL/ACL No. 224543 ABN 55 094 972 540

Happy Valentine's Day.
13/02/2025

Happy Valentine's Day.

Address

Level 1 Suite 2a/139 Macquarie Street
Dubbo, NSW
2830

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+61268130977

Website

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