Reflection

Retire Well with an Income Stream

August 17, 2023

You know that the worst of Covid is behind us when the rules for your super start to bounce back to normal. On July 1 this year, we saw yet another temporary Covid measure come to an end. Minimum income stream payments are back to where they were in 2019.

The Women’s World Cup and Good Money Management

August 10, 2023

The Women’s World Cup is on and the Matildas are playing magnificently! They have already made the final eight, and this weekend they have the chance to push through to the semi-finals. Here’s just a few ‘money management tips’ from the Matildas.

July 27, 2023

Did you know that there is more than one type of money? In countries like Australia and the US, which use fiat currencies and central banks, there are really four types of money. Read on to find out more.

July 20, 2023

As financial planners, much of our time is spent happily helping people plan for retirement. But one of the things we really love doing is helping people plan for other important and special times of their lives. Becoming a parent is one such time.

What’s Changing in the New Financial Year?

July 13, 2023

New financial year, new financial rules. Here are some of the Government changes that took effect on 1 July. We will look more closely at these and other changes in the weeks and months ahead.

RBA’s Inflation Struggle: The ‘Feet in the Oven, Head in the Freezer’ Problem

June 29, 2023

If your feet are in an oven and your head is in the freezer, on average you probably feel quite comfortable. That’s the problem with averages. And it is a problem worth remembering when it comes to the task ahead of the RBA as they try to bring inflation down.

Want a Lower Interest Rate? There’s no Harm in Asking

June 22, 2023

As interest rates continue to rise unabated, many of our clients are finding that things are getting tight. They are wondering what to do. Well, the first step for many people is to see if you can reduce that rate of interest.

June 15, 2023

If you like writing or receiving cheques, your days might be numbered. Last week, Treasurer Jim Chalmers announced a plan to phase out the use of personal cheques by 2030. To be honest, it is amazing cheques have lasted this long.

The End Is Nigh (of the Financial Year, that is)

June 8, 2023

June 30 is sneaking up on us and there are only three more weeks until the end of the year. Time to really make sure you have all your ducks in a row. Here is our year end ‘to-do’ list for all things superannuation.

May 25, 2023

Covid saw an increase in ‘seachangers, as 50,000 people left Australia’s cities for the regions. This was the first time this had happened for decades. So, did it work?

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Google Rating

5.0

Based on 8 reviews

Canopy Financial Group

5.0

Kimberley Hinschen

04:07 22 Jan 21

I found Mari to be very approachable and easy to talk to. She had an incredible knowledge base and was able to answer all of my questions.I would highly recommend having a chat to her as she can save you $$ with her hard work.

Jamie Gemmell

04:49 16 Dec 20

Mari Nguyen from Canopy Financial Group provided invaluable Financial Planning for our family and reviewed all our Insurances: - going through life insurance, our superannuation & retirement planning. .Mari saved us a lot of money in premiums and set up much better policies than what we had.Highly recommend Mari & Canopy Financial Group for your insurance needs.

Wai Cheung

00:33 14 Oct 20

Mari was exceptional and amazing to deal with. She is very knowledgeable and professional. Thank you Mari for helping me review my insurances. Highly recommended.

Nik Destes

11:49 05 Aug 20

Mari Nguyen is one of the most caring, knowledgeble, professional financial planners i know. I personally have been a Business Development Managers in the Financial services industry for over 30 years. I have come across close to a 1000 planners, both in the Banks and Independants. Out of all the planners i know, i trust her to always put her clients first, above all else. So much so, i refer my own family to her and Mari has become my sons financial planner. I think that says It all.

Paul Evans

09:26 19 Jul 20

Canopy Financial Group & Mari were terrific providing advice about my business insurance which hadn’t been revised for years. Really appreciate Mari’s assistance & help working though our insurances.

DME Marketing

03:10 19 Jul 20

Mari at Canopy Financial Group reviewed our Life Insurances & provided not only a better product but also at vastly reduced premiums. Mari was in constant communication & provided a professional service. Highly Recommend.

David van den Bovenkamp

06:37 17 Jul 20

Mari is one of the most knowledgeable in the industry and always has the time to explain things (no matter how silly the question may seem) in a way that makes sense. Can't recommend high enough. 6 stars!

PINPOINT LOCAL

05:53 17 Jul 20

Mari from Canopy Financial Group provided us with exceptional & personalized service while reviewing our current insurance. Mari saved thousands of dollars off our premiums & was in contact with us throughout the whole process of switching our insurances to a better product. Highly Recommend.

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Reflection

Retire Well with an Income Stream

The Women’s World Cup and Good Money Management

How Many Types of Money are There?

All about Paid Parental Leave

What’s Changing in the New Financial Year?

RBA’s Inflation Struggle: The ‘Feet in the Oven, Head in the Freezer’ Problem

Want a Lower Interest Rate? There’s no Harm in Asking

The Cheque’s (No Longer) In the Mail

The End Is Nigh (of the Financial Year, that is)

The smarter way to seachange