Alex Brown Strategic Financial Planners

09/09/2024

Employment Traineeship Opportunity

Are you a recent school leaver interested in building a career in financial services? We're offering an Administration Assistant traineeship within our financial planning practice at Alex Brown Strategic Financial Planners.

This role will provide hands-on experience in a professional financial planning environment, along with the opportunity to complete a Certificate III in Business.

If you're detail-oriented, keen to learn, and ready to start your journey in the financial services industry, we'd love to hear from you! Our office is located at 8 Union Street, Gawler East. To apply, please email your resume to [email protected].

17/05/2024

We were excited to feature in the latest edition of Gawler's The Bunyip Newspaper!

It was a perfect opportunity to celebrate our 10 years of service to the Gawler community and share about our new partnership with two other local professional services firms – Alex Brown Strategic Financial Planners and Bill Bell Finance.

We love being part of the Gawler community. If this is your neck of the woods, then get in touch with our friendly team if or when you have a need for legal advice.

https://buff.ly/4dCO69l

26/01/2024

06/10/2023

Exciting News for Small Businesses:
We have got some game-changing news to share with you all today, and it's all about how electricity is taking centre stage in the world of small and medium businesses. Say goodbye to fossil fuels and gas because the energy landscape is evolving.

Introducing the Small Business Energy Incentive - The latest initiative that's set to supercharge your business's energy efficiency and electrification.

Here's the scoop:
What's the Buzz?
Legislation is in the works, and it's poised to grant SMEs (with a turnover under $50 million) a whopping 20% tax deduction bonus, up to $20,000 per entity, for improving energy efficiency within your business. But there's a twist! This incentive is time-limited; you have until June 30, 2024, to take advantage of it.

How Much Can You Get?
You can invest up to $100,000 in eligible improvements; this incentive isn't a cash refund. Instead, it works its magic by reducing your taxable income or increasing your tax loss for the 2024 income year.

What Qualifies?
The energy incentive covers both new assets and upgrades to existing ones. While there's no specific shopping list, there are some rules to follow:

For New Assets:
- The asset must run on electricity.
- It should be more energy-efficient than its fossil fuel counterpart or a comparable market option.
- It can be an energy storage, time-shifting, or monitoring asset.

For Upgrades to Existing Assets:
- The upgrade should transition the asset to electricity or renewable energy.
- It must boost energy efficiency.
- It can enable storage, time-shifting, or usage monitoring of electricity or renewable energy.

What Doesn't Qualify?
Some assets and improvements don't make the cut, such as those still using fossil fuels, hybrid solutions, solar panels, and motor vehicles.

What Does Qualify?
Here are some examples:
- Electrifying heating and cooling systems
- Swapping out old fridges and gas cooktops for efficient electric ones
- Installing batteries, heat pumps, or electric reverse-cycle air conditioners
- Upgrading your coffee machine to an energy-efficient one
Remember to keep documentation for any changes you make!

To a brighter, more energy-efficient future!

06/10/2023

Financial Planning Week! Refer to images to gain new insights.
We hope everyone has a great weekend.

22/08/2023

Join us at the Gawler Show this weekend on August 26th & 27th. This year, prepare for an adventure as we participate in the Treasure Trail.

The Treasure Trail is your ultimate guide to exploring the showgrounds. You are equipped with a map that will lead you on a journey to discover all the fantastic traders at the event.

We can't wait to welcome you all and be a part of this event. Come by our stand, say hello and prepare for a weekend filled with unforgettable memories.

19/08/2023

I wasn’t sure if Alex was going to hang around when he first join Tammy’s Table. He was the only fella in his group (and still is) and appeared to be quite a serious man. Don’t get me wrong, we do get serious about business at our meetings, but I got the impression he was going to be looking for something at a much higher level.

But how wrong I was! Alex loves our meetings. He is an absolute delight and has warmed to his group more than I ever imagined he would. He is open and funny and even does his homework prior to meetings.

Alex says, "Tammy's table and the business community it provides have been instrumental in our growth and development as a financial planning practice. The collective knowledge and experiences shared within the group have been invaluable in finding solutions and exploring new opportunities.

Under Tammy's guidance, we have embraced a structured process that delves into relevant topics and seeks practical solutions to improve our business management. This approach has not only made us better business people but has also had a positive impact on our clients' experience.

Attending Tammy's table has allowed us to establish workflow threads that enhance operational efficiency. We have also developed a client enquiry mind mapping process, ensuring we attract the right clients who align with our services and values."

Alex Brown Strategic Financial Planners is a family-owned practice with over 34 years of experience in the financial planning profession.

Their focus is on providing holistic, personalised financial planning services.

They specialise in retirement planning, Centrelink services, insurance, superannuation, self-managed super funds (SMSF), and business owner services. They took the opportunity to resolve the major pain points clients experience with financial planning, namely, cost and confusing advice.

They love what they do because they witness their clients achieve their financial and lifestyle goals. Each client they serve has a unique set of circumstances, assisting them in prioritising their needs, developing well-researched strategies, and effectively implementing them is incredibly rewarding. They believe in the life-changing impact of sound financial planning on individuals and families.

At Alex Brown Strategic Financial Planners, their ultimate satisfaction lies in helping their clients thrive and reach their fullest potential.

Check them out at Alex Brown Strategic Financial Planners

27/07/2023

We are proud to announce our collaboration with Kevin Hodges Real Estate, a family-owned business that shares our values. Kevin Hodges and his team have successfully assisted numerous clients in discovering their ideal homes and making wise investment choices in the constantly evolving real estate market. We provide expert advice and personalised solutions tailored to our client's financial objectives. Through our partnership, we present a comprehensive and dynamic approach to property investments, blending strategic financial planning with expertise in the real estate sector.

26/07/2023

29/05/2023

The pros & cons of the Australian Financial Budget 2023/2024:

Pros:

• Cost of living measures will help the vulnerable
• Return to surplus & bulk of revenue windfall is saved
• Some savings to slow spending growth & raise extra revenue
• Commodity price assumptions are well below current levels

Cons:

• Extra stimulus over the next year may add to inflation
• Still significant medium-term budget deficits
• Budget is vulnerable to weaker economic growth
• Not a lot extra here to improve productivity growth
• Housing measures won’t help significant near-term supply shortfall

07/05/2023

The experience is everything.