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Estate planning isn’t just about writing a Will – it’s about making sure your loved ones are cared for and your wishes are respected ❤️
A well-structured plan can:
✔ Ensure your assets are distributed fairly
✔ Minimise tax for your beneficiaries
✔ Protect your family from financial stress
✔ Safeguard your legacy across generations
Start planning today – please reach out to one of our experienced & authorised Financial Advisers 🤝
📱 (08) 9204 2222
💻 admin@precept.net.au
ACN 140 538 147
AFSL & ACL 234665
#preceptfinancialservices #EstatePlanning #FinancialPlanning #ProtectYourLegacy
We’ve settled into our new home at Garden Office Park, Building C, Level 1, 355 Scarborough Beach Road, Osborne Park! 🎉
With free parking up to 2 hours, beautiful gardens and a café on site. 🌿☕
Come and say hello we’d love to welcome you to our fresh, modern space!
#RetirementReady #Superannuation #FinancialFreedom #preceptfinancialservices
With over 100 x 4 & 5-star Google Reviews – trust us for expert guidance ⭐⭐⭐⭐⭐
Take your first step to financial security with a FREE & no obligation chat with one of our experienced & authorised Financial Advisers.
▶️ Ryan Erasmus
⏹️ Financial Adviser & Authorised Representative
📱 (08) 9204 2222
💻 rerasmus@precept.net.au
ACN 140 538 147
AFSL & ACL 234665
#FinancialAdvice #SmartMoneyMoves #AdviceMatters #FinancialPlanning #precept #preceptfinancialservices
If you’re 55+, you could add up to $300,000 from the sale of your home into your super – tax effectively and without impacting contribution caps. 🏠
✅ No need to buy a smaller home
✅ Couples can contribute up to $600,000
✅ Must be done within 90 days of settlement
This strategy can boost retirement savings and help you plan for the future.
Discover how downsizer contributions work…
For more, please reach out to one of our experienced & authorised Financial Advisers 🤝
📱 (08) 9204 2222
💻 admin@precept.net.au
ACN 140 538 147
AFSL & ACL 234665
#RetirementReady #Superannuation #FinancialPlanning #DownsizerContribution #preceptfinancialservices
At Precept, our Proven Process starts with getting to know you, your goals and what matters most 🤝
📊 We then create a personalised financial plan that evolves with you.
Take the first step with a FREE, no-obligation chat with one of our experienced Financial Advisers.
📱 (08) 9204 2222
💻 info@precept.net.au
ACN 140 538 147
AFSL & ACL 234665
#FinancialAdvice #SmartMoneyMoves #AdviceMatters #FinancialPlanning #precept #preceptfinancialservices
With over 100 x 4 & 5-star Google Reviews – trust us for expert guidance ⭐⭐⭐⭐⭐
Take your first step to financial security with a FREE & no obligation chat with one of our experienced & authorised Financial Advisers.
▶️ Ryan Erasmus
⏹️ Financial Adviser & Authorised Representative
📱 (08) 9204 2222
💻 rerasmus@precept.net.au
ACN 140 538 147
AFSL & ACL 234665
#FinancialAdvice #SmartMoneyMoves #AdviceMatters #FinancialPlanning #precept #preceptfinancialservices
Have a great long weekend and school holidays! 😎
A diversified portfolio isn’t just a buzzword – it’s a smart strategy to reduce risk and smooth out returns. 📊
By spreading investments across shares, property, fixed interest, and cash, you can enjoy the growth potential of equities while maintaining stability through defensive assets.
For more, please reach out to one of our experienced & authorised Financial Advisers 🤝
📱 (08) 9204 2222
💻 admin@precept.net.au
ACN 140 538 147
AFSL & ACL 234665
#RetirementReady #Superannuation #FinancialFreedom #preceptfinancialservices
At Precept, our Proven Process starts with getting to know you, your goals and what matters most 🤝
📊 We then create a personalised financial plan that evolves with you.
Take the first step with a FREE, no-obligation chat with one of our experienced Financial Advisers.
📱 (08) 9204 2222
💻 info@precept.net.au
ACN 140 538 147
AFSL & ACL 234665
#FinancialAdvice #SmartMoneyMoves #AdviceMatters #FinancialPlanning #precept #preceptfinancialservices
With over 100 x 4 & 5-star Google Reviews – trust us for expert guidance ⭐⭐⭐⭐⭐
Take your first step to financial security with a FREE & no obligation chat with one of our experienced & authorised Financial Advisers.
⏹️ Ryan Sullivan
▶️ Adviser & Authorised Representative
✉️ rsullivan@precept.net.au
📱 (08) 9204 2222
ACN 140 538 147
AFSL & ACL 234665
#FinancialAdvice #SmartMoneyMoves #AdviceMatters #FinancialPlanning #precept #preceptfinancialservices
Today is R U OK? Day
A conversation can change a life 💛🖤
You don`t need to be an expert to reach out – just a good friend and a great listener.
Use these four steps and have a conversation that could change a life:
1. Ask R U OK?
2. Listen
3. Encourage action
4. Check in
