Contact Us | Financial Foundations
Contact Us | Financial Foundations
Sep 14, 2023
financialfoundations.com.au
UK inheritance tax from 2027 will take 40% of your hard-earned estate. Your house, savings, pensions, anything an everything you plan to leave for your family when the time comes. Yash Tosar and the team at 1st Financial Foundations helps you with legacy planning to make transferring wealth less stressful. With optimised wills and structured trusts, you are able to transfer wealth smoothly and in a tax efficient way. Ready to protect what matters? Reach out to us via DM #InheritanceTaxUK #Estate
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UK inheritance tax from 2027 will take 40% of your hard-earned esta…
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What happens if your key business partner is suddenly gone? 🛡️💼 Bhaven Ondhia, Managing Director of 1st Financial Foundations, explains that Key Person Assurance or Shareholder Protection keeps your profits safe and operations smooth in the event that a key partner passes. Losing a director stalls growth and often pulls in an unprepared spouse, which can be risky. These protections let you hire new talent, merge, or adapt stronger, with the cost as a business expense. DM us or comment below if
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What happens if your key business partner is suddenly gone? 🛡️💼 Bha…
760 views3 weeks ago
TikTok1stfinancialfoundations
Ever thought to organise your money like your food? It's a simple principle, Yash Tosar, Founder of 1st Financial Foundations, teaches to master wealth, beat inflation, and secure your future. Short-term needs stay as cash, while the rest gets invested to fit your goals! 🍽️ Think kitchen table: 3-6 months (up to a year) of easy-access cash; Fridge: 2 years for compound interest magic; Freezer: property & long-term assets; Deep-freezer: diversified investments protecting retirement. Too many mak
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Ever thought to organise your money like your food? It's a simpl…
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Remortgaging mid-fixed period? You'll hit an Early Repayment Charge (ERC) that will likely wipe out the savings. 😬 Bhaven Ondhia, Managing Director at 1st Financial Foundations, says the smart move is waiting until the end of your fixed period or product term. Bhaven helps clients daily, planning ahead 6-7 months early, giving enough time to understand and update your situation without pressure. Got a home mortgage or multiple ones up for renewal soon? DM Bhaven and stay ahead. No traps, just r
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Remortgaging mid-fixed period? You'll hit an Early Repayment Cha…
242 views2 weeks ago
TikTok1stfinancialfoundations
Strong relationships need strong financial foundations. Plan ahead, manage surprises, and take bold career steps with confidence. When it comes to your future, choose the one you can rely on — Axis Bank Fixed Deposits. Book now via UPI on open by Axis Bank. Visit: https://digitalbanking.axisbank.com/vkyc-fd/user-journey #AxisBank #FixedDeposits | Axis Bank
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Strong relationships need strong financial foundations. Plan ahead, …
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If you've never done it before, walking into a financial advice meeting can feel intimidating. You're about to let someone into the deepest corners of your life - your finances, your decisions, and your concerns. The thing is, many clients feel this way. They worry about not fully understanding their financial position, fearing they’ve made mistakes along the way. We're working to change that experience. Our goal is simple - to help you feel informed, supported, and empowered by the end of every
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Family is where life begins and love never ends. ❤️ At PraxyFinancial…
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