Wealth insights

Wealth Insights

Wealth Insights

Personal wealth management and creation. Learn about the latest opportunities and challenges in superannuation and wealth management.

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Adviser Alpha: How a financial adviser adds long term value

18 February 2021
Kate Tierney
The area of professional financial advice has seen immense change over the past decade, both from a regulatory and consumer perspective.
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How do financial advisers add value when investing my money?

16 February 2021
Evan Tsipas
It is tempting to listen to widely held views that investing money is simple – you buy blue-chip stocks hold them over the long term and you’ll do well. The reality of a professional investment strategy that is formulated with your goals and objectives in mind though is much different. 
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5 tips to reduce your mortgage debt

1 February 2021
Scott McAlees
30 years is a long time to have a mortgage - It's over half a person's working life. Wouldn't it be nice to be debt-free? It obviously won't happen overnight, but there are a number things you can do yourself to reduce your mortgage!  
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How Financial Advisers can help through a divorce

18 January 2021
Sam Hughes
Separating from your spouse is an emotionally charged and financially strenuous time. When going through a divorce or separation, seeking help from a financial adviser is not always considered to be as important as seeking out the services of a family lawyer.
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Family Law and bankruptcy - assets that vest in the Trustee of the bankrupt spouse

11 November 2020
When one of the parties to a Family Law proceeding is bankrupt, it is important for the lawyers involved to understand the assets that form part of the bankruptcy (i.e. the assets that vest in the Bankruptcy Trustee) and the assets that do not form part of the bankruptcy (i.e. exempt assets).
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Divorce & Financial Planning – Six important aspects to set yourself up for the next chapter

10 November 2020
Sam Hughes
When separating from your spouse there are often headline issues like sorting out the custody of the children, ongoing support payments, and splitting assets which take priority over other items.
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Compulsory Superannuation Post Amnesty

5 November 2020
Simon Brown
The amnesty is over.
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Structuring your property investment to suit your needs

30 October 2020
Rhys Edwards
One of the most important steps when taking the plunge into property investment is also one of the most overlooked parts of the process. Making sure your investment is set up in the correct structure from the beginning can ensure that serious, and expensive, ramifications are avoided down the track.
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Retirement - How much do I need?

17 September 2020
Chris Depiazzi, Chris Jas, Chris Oates, Evan Tsipas, Lindsay Walker
Retirement: a delightful word that conjures up images of days spent in slippers, volunteering to help others, rediscovering old hobbies, taking long cruises in the Mediterranean, or just enjoying your new found freedom.
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Increased life expectancy

11 September 2020
Australians are staying active and living longer than previous generations, almost 25 years longer.
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Pre-retirement planning checklist and superannuation

10 September 2020
Lindsay Walker
Many people only start planning for retirement when they enter their 50s and other family commitments have begun to decrease.
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SMSFs and property acquisitions

17 August 2020
Lauren Taylor
Recently released ATO data has revealed a surge in new SMSF registrations, with new establishments increasing by 35% in the March 2020 quarter.
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Ethical investing with a clear conscience can be very profitable

18 June 2020
Evan Tsipas
Global coverage and media attention on climate change had fallen 59% in early 2020 at the outset of the Covid pandemic, does this mean climate change was 59% less of a problem? Obviously not...
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Preservation age and building retirement savings

25 May 2020
Commonly people see their retirement as the time to access their superannuation balances. However, when you can access your super benefits actually depends on your preservation age, which currently stands at age 55.
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A focused investment approach

22 May 2020
David McArthur
History has proven that a focused long-term conviction to an investment philosophy, robust processes, and quality investments will undoubtedly ensure enhanced security and long-term returns.  
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