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James Hayes - Financial Planner
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James Hayes - Financial Planner
Home
Our Services
Superannuation Advice Australia
Transition to retirement
Inheritance Advice
Shares and ETF Investing Advice
Property Investment
Old age pension
Centrelink Advice
Aged Care Planning Advice
First Home Buyers Advice
Ethical Investing
Financial Adviser Sutherland Shire
Financial Planner Caringbah
Financial Advisor Sydney
Certified Financial Planner Australia
Financial Planner Gymea
Financial Adviser Sylvania
Financial Planner Engadine
Financial Adviser Kirrawee
FAQ
Wills Estate Planning
Contact-Us
Blog
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Superannuation Advice Australia
Transition to retirement
Inheritance Advice
Shares and ETF Investing Advice
Property Investment
Old age pension
Centrelink Advice
Aged Care Planning Advice
First Home Buyers Advice
Ethical Investing
Financial Adviser Sutherland Shire
Financial Planner Caringbah
Financial Advisor Sydney
Certified Financial Planner Australia
Financial Planner Gymea
Financial Adviser Sylvania
Financial Planner Engadine
Financial Adviser Kirrawee
FAQ
Wills Estate Planning
Contact-Us
Blog
What is a Financial Planner?
Akash Sarsaniya 30/8/24 Akash Sarsaniya 30/8/24

What is a Financial Planner?

Choosing the right financial planner Sydney involves several considerations

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What is the role of a Financial Planner?
Akash Sarsaniya 29/8/24 Akash Sarsaniya 29/8/24

What is the role of a Financial Planner?

If you have complex financial needs, are planning for major life events (like retirement), or simply want to ensure that your financial future is secure

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Private Financial Planner Sutherland Shire
Akash Sarsaniya 26/8/24 Akash Sarsaniya 26/8/24

Private Financial Planner Sutherland Shire

Private Financial Planner Sutherland Shire

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What is the 4% rule for superannuation?
Akash Sarsaniya 23/8/24 Akash Sarsaniya 23/8/24

What is the 4% rule for superannuation?

What is the 4% Rule for Superannuation?

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What is a Statement of Advice for Superannuation?
Akash Sarsaniya 22/8/24 Akash Sarsaniya 22/8/24

What is a Statement of Advice for Superannuation?

What is a Statement of Advice for Superannuation

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Local Financial Planning in Caringbah NSW
Akash Sarsaniya 20/8/24 Akash Sarsaniya 20/8/24

Local Financial Planning in Caringbah NSW

Local Financial Planning in Caringbah NSW

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How do you handle transition to retirement?
Akash Sarsaniya 19/8/24 Akash Sarsaniya 19/8/24

How do you handle transition to retirement?

While it is possible to implement a TTR strategy on your own, it is highly recommended to seek advice from a qualified financial adviser

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What's the difference between a financial advisor and a financial planner?
Akash Sarsaniya 16/8/24 Akash Sarsaniya 16/8/24

What's the difference between a financial advisor and a financial planner?

James Hayes offers a wide range of services tailored to your specific needs, including investment management, retirement planning, tax optimization, and comprehensive financial planning

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What is the General Advice of Superannuation?
Akash Sarsaniya 14/8/24 Akash Sarsaniya 14/8/24

What is the General Advice of Superannuation?

Superannuation funds in Australia come in various forms, each with its own set of benefits and potential drawbacks.

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What is Transition to Retirement (TTR)?
Akash Sarsaniya 11/8/24 Akash Sarsaniya 11/8/24

What is Transition to Retirement (TTR)?

The TTR strategy can be combined with other retirement planning strategies, such as salary sacrifice and investment planning

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Is it worth paying for a financial advisor in Australia?
James hayes 8/8/24 James hayes 8/8/24

Is it worth paying for a financial advisor in Australia?

Hiring a financial advisor Sydney can be a worthwhile investment, particularly if you have complex financial needs.

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Is a Financial Advisor Worth It?
Akash Sarsaniya 7/8/24 Akash Sarsaniya 7/8/24

Is a Financial Advisor Worth It?

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Understanding the New Downsizer Contribution Rules in 2024
James hayes 10/7/24 James hayes 10/7/24

Understanding the New Downsizer Contribution Rules in 2024

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Navigating the First Home Buyers' Grant: A Step-by-Step Guide
James hayes 3/7/24 James hayes 3/7/24

Navigating the First Home Buyers' Grant: A Step-by-Step Guide

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Navigating the 2024 Tax Season: Tips for Maximising Your Return
James hayes 28/6/24 James hayes 28/6/24

Navigating the 2024 Tax Season: Tips for Maximising Your Return

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James Hayes Your Superannuation and Retirement Planning Expert 
James hayes 17/6/24 James hayes 17/6/24

James Hayes Your Superannuation and Retirement Planning Expert 

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Economic Trends: How Global Events Impact Australian Finances
James hayes 3/6/24 James hayes 3/6/24

Economic Trends: How Global Events Impact Australian Finances

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Whats the difference between and Financial Adviser and a Financial Planner?
James hayes 22/4/24 James hayes 22/4/24

Whats the difference between and Financial Adviser and a Financial Planner?

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Balancing Superannuation Contributions and Home Loan Repayments: A Strategic Approach
James hayes 9/4/24 James hayes 9/4/24

Balancing Superannuation Contributions and Home Loan Repayments: A Strategic Approach

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Navigating Probate: A Guide for Australians
James hayes 18/3/24 James hayes 18/3/24

Navigating Probate: A Guide for Australians

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James Hayes

james@southernadvisory.com.au

M: 0410 410 469

PH: (02) 9524 6711

Opening Hours

Monday – Friday
9am – 6pm

Out of office by appointment

Level 1, 304-318 Kingsway, Caringbah NSW 2229

Our Services

Centrelink Advice In Australia
Transition to retirement
Superannuation Advice
Financial Planner Caringbah
 
Wills Estate Planning