Beattie Financial Services

25/10/2022

Hi everyone! Just a reminder that our office will be closed tomorrow for the Bendigo Cup Public Holiday and will re-open on Thursday the 27th of October at 9am.
- Beattie Financial Services Team

21/09/2022

PUBLIC HOLIDAY OFFICE CLOSURES
Hi everyone,
Just a reminder that our office will be closed on Thursday the 22nd of September and Friday the 23rd of September due to the National Day of Mourning and Grand Final Friday.
We will re-open on Monday the 26th of September.
- Beattie Financial Services Team

06/07/2022

After 8 and a half years working at Beattie Financial Services, our superstar Financial Planning Assistant and Centrelink expert Marie has retired.
Marie has had an incredible career in many different industries, and she will be sorely missed in our office. We wish you all the best in your retirement Marie, and hope you enjoy travelling and spending time with your wonderful family.

10/06/2022

THE UPSIDE OF DOWNSIZING: Are you looking to downside your home? There are many positive reasons to downsizing your home, whether this be for financial or non-financial reasons!
See the link below to read more.

10/06/2022

Hi everyone! Just a reminder that our office will be closed on Monday due to the Queen's Birthday Public Holiday. Our office will re-open on Tuesday the 14th. Have a great long weekend!

14/04/2022

29/03/2022

HOW TO PROTECT YOURSELF FROM SCAMS
Did you know that the ACCC (Australian Competition and Consumer Commission) have released a publication on the best way to protect yourself from scams?

The Little Black Book of Scams is recognised internationally as an important tool for consumers and small businesses to learn about scams including:
- the most common scams to watch out for
- the different ways scammers can contact you
- the tools scammers use to trick you
- the warning signs
- how to protect yourself, and
- where you can find help.

See the link below to access the publication.

The little black book of scams highlights a variety of popular scams that regularly target Australian consumers and small business

11/03/2022

Hi everyone,
Please note our office will be CLOSED on Monday the 14th of March due to the Labour Day public holiday.

We will be back on deck on Tuesday the 15th March.

Have a great long weekend!

- Beattie Financial Services Team

19/01/2022

With a new year now upon us, our thoughts might have turned to making New Year’s Resolutions – those promises we make to ourselves at the start of each year.
Sometimes our resolutions may involve money. That is, we plan to save more, or spend less, or get rid of nagging debt by paying off our credit or store cards or paying off Afterpay or Zip Pay loans.
https://blog.centrepointalliance.com.au/realiseyourdream/boost-your-savings-in-2022

23/12/2021

And just like that...our office has closed for the year!
Our office will re-open on Wednesday the 5th of January at 9am.

Thank you to our wonderful clients for your support during 2021.
We hope you and your families have a happy and safe Christmas and New Year!

Beattie Financial Services Team

17/12/2021

After 12 years at Beattie Financial Services, one of our partners and legendary SMSF accountant Stacey is moving on.
We're so grateful and thankful for the past 12 years with Stace, and we wish her all the very best in her future endeavours. 🌟

- Beattie Financial Services Team

26/10/2021

IMPORTANT UPDATE
All visitors to our premises, including clients and staff members, must provide proof of vaccination status before entry.
This means that we will only be able to have fully vaccinated clients visit us in office.

How to prepare for this:
- Download the 'Service Victoria' app
- Link your vaccination status to the app
- When you check in to our office, we will require you to show us that you've checked in and that you're fully vaccinated.

If you are not fully vaccinated, you have the option of booking a phone appointment or Zoom appointment. If you need to drop any documents off and are not vaccinated, we ask that you give our office a call on 5444 5653 to make arrangements to drop these off safely.

This is to keep us, and you safe.

Thank you so much for your patience - we know this is new and we haven't done this before, but we're counting on you to support us so we can get back to normal.

- Beattie Financial Services Team