Personal Wealth Solutions - Bundaberg

Personal Wealth Solutions - Bundaberg We help you make the most of your finances no matter what stage of life you are in. We listen to you, understand you & consider your circumstances.

We then help you to establish goals, understand your financial planning options & implement strategy. Personal Wealth Solutions is a financial adviser / advisor in Bundaberg. We are licenced with RI Advice / RetireInvest providing all forms of financial planning advice, including retirement planning, Centrelink advice, superannuation advice, pension and retirement income advice, estate planning, a

ged care advice, wealth management, investment advice, inheritance advice, finance and debt management advice, tax planning, risk insurance for illness, injury, or death. ie Life insurance, TPD, Trauma and Income Protection Insurance. We service clients from Avoca, Millbank, Svensson Heights, Norville, Avenell Heights, Thabeban, Walkerville, Kepnock, Ashfield, Windermere, Woongarra, Bundaberg West, Bundaberg North, Bundaberg East, Kalkie, Wuanaba, Innes Park, Coral Cove, Bargara, Elliott Heads, Oakwood, Sharon, & South Bingera.

We encourage you to get involved by taking 4 simple steps to improve your cyber security.https://www.facebook.com/share/...
02/10/2024

We encourage you to get involved by taking 4 simple steps to improve your cyber security.
https://www.facebook.com/share/p/PjwnGJViVdqkEpq5/

October is . It’s time to take action to secure your accounts and devices from cyber threats.

Improve your cyber security with simple steps that can make a big difference. Make sure you’re covering the basics:

• Turn on multi-factor authentication on your accounts.
• Check automatic updates are on and install updates as soon as possible.
• Use strong and unique passwords, such as a passphrase.
• Recognise phishing scams and report them.

Cyber security is everyone’s business. Take action and improve your cyber security 👉 cyber.gov.au/learn-basics/view-resources/cyber-security-awareness-month

Meet Sally, we think she's super! But we don't let her water the office plants! 🤣🤣🤣
16/07/2024

Meet Sally, we think she's super! But we don't let her water the office plants! 🤣🤣🤣

This is a good one with all the kids / grand kids / niece's and nephews going back to school. You know those little peop...
18/01/2023

This is a good one with all the kids / grand kids / niece's and nephews going back to school. You know those little people who play on your computer... Time to make sure they are keeping you cyber safe 🧐

⚡ 🔐 Are you ready to level up your child's cyber security?

🎒 Before students head back to school, check out our new Kids Cyber Security Checklist. Score top marks by checking them all off before the start of the term:

✔️ Update devices for a security power up
✔️ Turn on MFA for an extra shield
✔️ Back up important files
✔️ Level-up passwords to passphrases
✔️ Stay private – use your privacy settings and be mindful of what they share
✔️ Report unusual emails or messages

For more information and to download or print the checklist, visit cyber.gov.au/cyber-security-kids

As another year is drawing to a close, the team at Personal Wealth Solutions would like to wish you and your family all ...
22/12/2022

As another year is drawing to a close, the
team at Personal Wealth Solutions would
like to wish you and your family all the very
best for the upcoming festivities and very
safe travels this season.

Office Closure 4680 & 4670

11.30 am - Friday 23, December 2022 - CLOSED
9.00am - Monday 9th, January 2023 - OPEN

18/11/2022

With the major sales and holiday season only weeks away, now is the time to ensure you are shopping securely online. Stay aware and know what to look out for, so you can shop with confidence this holiday season.

Over the next few weeks, we’ll be sharing tips on how to keep your data safe. Learn more at cyber.gov.au/online-shopping

20/10/2022

Eden Smith of Bensons Wealth in South Yarra, VIC answers this week's consumer question on completing a will and seeking financial advice.

Which should come first?
20/10/2022

Which should come first?

Eden Smith of Bensons Wealth in South Yarra, VIC answers this week's consumer question on completing a will and seeking financial advice.

14/10/2022

Post a review to our profile on Google

Please share to your friends and have an amazing long weekend!
29/09/2022

Please share to your friends and have an amazing long weekend!

The ACSC helps all Australians by providing clear advice that guides you through the simple steps you can take to secure your identity and protect yourself online.

Our new ‘Have You Been Hacked?’ tool will help you understand the risks of your personal information being stolen or leaked. It will also show you what you can do in response, or help you prevent it from happening. Visit www.cyber.gov.au/have-you-been-hacked

02/09/2022

Now that’s a lot of numbers…
Starting at eleven years in financial services in leading financial institutions, then followed by 16 years of practice proprietorship, amassing an amazing more than 25 years of experience and expertise! The boss was off to the licensee conference where he was presented with a memento for the last ten years of devotion.

The difference a Financial Adviser can makeData collected by APRA found that in the case of Total & Permanent Disability...
28/03/2022

The difference a Financial Adviser can make

Data collected by APRA found that in the case of Total & Permanent Disability cover, the “claim declined” rate was around double for claimants who arranged their cover direct with the insurer than for claimants who went through an adviser. In other words, you have a much greater chance of success with an adviser.[1]

The unexpected events of the past few years, have made financial protection a front of mind matter for most Australians. Now more than ever we appreciate that life does not always go the way we pla…

Address

15/53 Perry Street
Bundaberg, QLD
4670

Opening Hours

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

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