About Sphere Financial Services
Sphere Financial Services is an experienced advisory firm located in Balwyn North, Melbourne. We offer an extensive range of financial services which enable us to create a tailored financial plan, whatever your financial situation.
Whilst financial management can seem complicated, our role is to ensure you understand how your decisions, ultimately affect achieving your vision of financial freedom. By having access to specialist expertise at your fingertips, we ensure, you are not leaving your financial well-being to just anyone.
We work with a range of clients including retirees, business owners, families, and individuals and offer in-depth knowledge and advice in self-managed superannuation funds, wealth creation including asset allocation, investment selection and investment gearing, retirement planning and risk insurance.
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View all articlesHeart and head: managing an inheritance
Receiving an inheritance brings greater responsibility than receiving any other form of financial windfall. It’s a delicate, emotional pat, and one you should tread carefully.
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Changes to super from 1 July 2024
We look at the changes to super rates and rules from 1 July 2024, including the increase to the Superannuation Guarantee (SG) rate and super contribution caps.
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Music, maestro!
It’s never too late to learn a musical instrument. And, as well as picking up a new skill, learning a musical instrument can have a whole host of other benefits too.
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