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Envision Financial Canberra @UC7mpDqX07YhKcEuNDDUZTTQ@youtube.com

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Envision Financial is a Canberra based financial planning fi


19:40
Are converting preference shares or hybrid shares part of your investment portfolio? Watch now.
18:56
Luke on 2CC – Are converting preference shares or hybrid shares part of your investment portfolio?
19:09
Gifting and Centrelink - What you should know if you receive or want to receive the Age Pension
18:08
Luke on 2CC – Gifting and Centrelink, what you should know
16:17
Luke on 2CC – How to maximise income from your portfolio
18:10
How to get the maximum into super and lower your tax
17:25
Luke on 2CC – How to get the maximum into super and lower your tax
17:28
Luke on 2CC – Seven deadly taxes
16:59
How to use an interest only loan and still pay off your investment property
15:26
Luke on 2CC – How do you judge a good super fund?
16:14
Luke on 2CC – Should I have an interest only loan on my investment property?
19:08
Are you maximising your PSS Pension? When you take a PSS Benefit, is a full pension right for you?
17:49
Luke on 2CC – Taking a PSS Benefit, is a full pension right for you?
17:35
Could you use a Testamentary Trust to reduce tax for your kids? Many people don't think about it!
16:52
Luke on 2CC – Can a testamentary trust protect your kids?
18:23
Luke on 2CC – How do you start a pension from your super?
16:58
Kick start your new financial year! It's a great time to set new goals and review your spending.
16:06
Luke on 2CC – Set goals for the new financial year!
18:54
Control your risk in your super - is there too much risk? Review your super now for your retirement
18:01
Luke on 2CC – Controlling risk in super in the new financial year
17:13
Should I open an Self Managed Super Fund (SMSF) in July or not? Why would you consider a SMSF?
16:25
Luke on 2CC – Should I set up a SMSF on 1 July 2024?
19:22
Should I sell my investment property and put the money in super? It depends on a range of factors!
18:37
Luke on 2CC – Should I sell an investment property and put money into super?
20:03
How do I get a super tax deduction before June - the steps to ensure you lower your tax this year!
19:13
Luke on 2CC – How to maximise your tax deduction from an EOFY super contribution?
19:22
How to set up your kids financially without even realising it, start something a little sooner!
18:29
Luke on 2CC – Give your kids the best financial start!
19:00
Should I start a pension before EOFY to maximise my strategies?
18:18
Luke on 2CC – Should you start a pension from super before EOFY?
17:52
Should I add money to super in June & what are my options? Don't miss out on your EOFY opportunities
18:02
Luke on 2CC – Should I contribute to super before 30 June?
19:03
How much can you earn under the Centrelink Income Test? Know the rules before you retire!
19:39
Understand the Centrelink Asset Test to create greater retirement income certainty. The rules matter
18:17
Luke on 2CC – What is the Centrelink Income Test?
19:28
Exchange Traded Funds - Use them to your advantage inside super!
18:47
Is 10% to the PSS the only option you have - don't miss out on deductions because you assume so?
18:56
Does the transfer balance cap impact you and your super?
19:49
How to invest in strong markets with record prices?
18:45
Risk and your investment portfolio - Let's take a closer look at the key risk factors to consider!
19:27
Misconceptions around transition to retirement - Continue to work and access your super too!
20:09
Misconceptions around super death benefits - What happens to your super or pension account?
21:35
Misconceptions around super funds - They're not all the same. Let's take a closer look at super!
17:43
Misconceptions around pensions in retirement - Let's bust some myths!
19:20
Misconceptions around contributions to super - let's bust some myths!
18:22
Compound interest - Time is your friend!
17:16
Spend Christmas well, with a plan!
17:30
How to be a great client of any business in 2024
19:35
Borrowing to invest - Why borrowing in the current environment may still be a good idea
19:27
How do you turn your super into a pension when you retire? Retirement in Australia.
19:15
Catch-up concessional contributions - Boost your super, lower your tax!
21:06
A Deep Dive into Self Managed Super Funds - Is a Self Managed Super Fund right for you?
19:10
How do you use interest only loans to your advantage when investing?
19:47
What is the difference between an SMSF and a Personal Super Fund?
18:07
What does balanced really mean when investing your super?
18:35
How you can start your investment journey?
19:54
Super is not risky, your assets in it could be! Do you know how to manage it?
18:01
How much do I have to take if I start a pension from super?
16:48
Investing in Property. Part 5 - Conveyancing. What is it and why is it important?
17:25
Investing in Property: Part 4. Residential Property Trends and Selling Tips