Quarterly economic and market update: September 2024
Quarter in review Global equities navigated a more complicated path in the September quarter but still ended at all-time highs. Early August saw sharp volatility
November 5, 2024
Design the life you want.
Who we help
Whilst anyone can benefit from financial planning advice, we specialise in these areas:
Maximise Wealth
Benefit from financial planning by optimising your wealth, minimising taxes, and achieving your long-term financial goals with strategic guidance and risk management.
Retirees
Receiving the right advice can help ensure a stable retirement income, assist in managing your expenses, and preserve your wealth for a comfortable and worry-free retirement.
Families
Wealth Architects can assist in effectively managing your finances, establishing financial goals, and securing your future through proper budgeting, savings, and investment strategies.
How we help
Think architects, but for your wealth. This is what you can expect from working with us:
Discovery
Let's understand why you are seeking advice, your current position and where you stand financially.
Design
We spend a great deal of time understanding who, and what is important to you and help you design the life you want to.
Build
This is where we put into practice decades of combined experience and provide the blueprint to start building your ideal life. We do this by using strategies that are smart, safe and effective.
Project Manage
Our aim is to make the process as pain free as possible for you. From filling out paperwork to liaising with 3rd parties, we do all the leg work, implement everything, and keep you updated every step of the way.
Ongoing Partnership
Our process does not stop once we have implemented our plan. We'll continually understand what's important to you, keep you financially organised and accountable to the plan, and act as an ongoing sounding board.
Why us?
We are very good listeners and we take the time to understand you and what’s important in your life. You are different, so that requires a plan and strategy that is uniquely designed to suit you.
We leave no stone unturned in our process and we sweat the small things, so you don’t have to.
Design the life you want and let us take care of the rest.
- Retirement Planning: Crafting strategies to ensure a comfortable retirement.
- Investment Advice: Recommendations on asset allocation and specific investment products.
- Tax Minimisation: Advising on strategies to reduce taxable income legally.
- Superannuation: Guidance on managing and optimising super funds.
- Estate Planning: Ensuring assets are passed on and with minimal tax implications.
- Insurance: Recommending appropriate insurance including disability and income protection
- Debt Management: Strategies to manage and reduce debts efficiently.
- Wealth Creation: Advising on avenues for growing personal wealth
- Cash Flow Management: Helping clients budget and save more effectively
- Education Savings: Planning for future educational expenses
- Home Buying: Advising on home loans and strategies for efficient mortgage management
- Financial Goal Setting: Helping set clear, achievable goals and crafting paths to reach them
- Succession Planning: Ensuring a smooth transition of your business to your successors
- Assistance with Centrelink and Government Regulations/Legislations
- Advice on inheritance and tax minimisation
- Advice on large payouts for things like divorce or legal compensation
Recent Articles
Working longer or retiring earlier: Australia’s retirement reality
When Australians are choosing to retire comes down to a range of factors. Vanguard’s 2024 How Australia Retires research found that nearly 50% of retirees
November 4, 2024
Australia’s mid-year economic and investment outlook
Our latest forecasts for the Australian economy and investment returns in 2024. GDP Growth Inflation Monetary policy United States 2% 2.9% 5.25%-5.5% Canada
July 19, 2024
Most Australians are failing the retirement test
Here are four basic retirement questions many people struggle to answer correctly. They are four fairly basic statements related to Australia’s retirement income system that
July 17, 2024
Spending your kids’ inheritance
Many Australians expect an inheritance, but their parents may have a different view. Around one in two Australians have received or expect to inherit money
July 15, 2024
New financial year, new you
A new financial year can bring a chance to reset and focus on your investment goals. For many, a new year brings new beginnings and
July 12, 2024
