Sphere Wealth & Protect

12/05/2022

Sphere Wealth & Protect is excited to announce we are relocating to Gosford to work with AdviceCo. Chartered Accountants & Financial Advisor’s!

For financial planning enquiries, contact us on 02 4320 0500 or [email protected]

30/11/2021

Q&A with a mortgage broker

23/03/2020

With the current Covid-19 crisis, Sphere Wealth & Protect will remain open for business.

Our offices will be closed from today (23/03/2020) but all staff will be operational remotely, so all normal face to face appointments will be done via online video meetings or phone appointments.

Any documents that require signatures will be sent directly to you.

For all new and existing clients, we are here for you during this challenging time.

Please don’t hesitate to reach out if we can assist in anyway.

Take care of each other and stay safe.

03/03/2020

Millennial's are engaging with their investments and changing the way we think about money and the environment - check out the attached article for more.

News & Insights Growth in ESG investment, an opportunity for advisers 02/03/2020 Feature Articles 7 minutes to read Back to all News & Insights Author Damian Cilmi - Head of Investment Managers & Governance Damian is responsible for appointment and monitoring of all securities on the Praemium platfo...

13/02/2020

After a shocking start to 2020 for many Australian's, the government has declared a few suburbs around NSW as a 'disaster zone'.

If you have been affected, the link below will take you straight to the Disaster Assist web page which may supply some insight to what help is available to you.

There has been talk about banks and insurance companies all coming together to help relieve some of the pain as best they can. If you're struggling right now, please give them a call to see what help could be offered to you in order to alleviate some of the stress.

If you have any tips to share on what help you may have received, please share it so other's may benefit as well. It's so wonderful seeing communities come together and support each other through such tough times.

You can find information on available disaster assistance by typing either the name of the disaster, month and year the disaster occurred, type of incident, or local government area into the search field.

13/02/2020

Super for self employed 💰

At Sphere Wealth and Protect we provide leading strategic financial advice with our client's best interests at the centre of all we do. We provide advice on personal protection and wealth creation strategies that are specifically designed to meet the ongoing needs of our clients.

08/02/2020

There are SO many benefits from shopping at your local farmers markets not just for them but you too! By shopping local, you’re getting the freshest produce and supporting your local economy. You get the chance to ask how your product is grown and what pesticides have been used buttt... most of all, they’re fun!

Get the gum boots ready and be sure to say hi if you see us there 🍏

31/01/2020

Do any of your new years resolutions include saving more?
Sometimes starting with a huge list of ideas to help you save can be daunting, try starting with just one tip and seeing how you go.

We all know someone who could try out the challenge of no shopping for two weeks 🙈🙈

If you are looking for some changes in your financial circumstances, here are the ten best personal finance resolutions to consider.