Quarter in review Global equities advanced at the start of the quarter amid signs of easing inflationary pressures, resilient economic data, and growing
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Award Winning Gold Coast Practice joins Wealth Architects
Wealth Architects is thrilled to announce that Cooper Wealth Management has joined our growing firm.
About Wealth Architects
Wealth Architects is a privately-owned boutique financial advisory practice with offices located in Brisbane, Melbourne, Wollongong, Tweed Heads, and the Gold Coast. Our advisers are specialists in providing strategic financial advice to professionals, business owners & self-funded retirees.
About Cooper Wealth Management
Cooper Wealth Management is a multi award-winning financial planning practice based on the Gold Coast and led by Felicity Cooper, winner of AFA Adviser of The Year (2022), Money Management Financial Planner of the Year (2019) and the FPA Financial Planner AFP of the Year (2018).
They are recognised for their passion for improving the financial literacy of both clients and everyday Australians, their unwavering focus on continuous improvement, and their strong advocacy for advice and community.
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Planning for your later years can be a daunting task, especially when it comes to deciphering the differences between retirement living, aged care, and the in-between options.
Recently, the Australian Prudential Regulation Authority (APRA) carried out its annual performance assessment on superannuation products. The results disclosed that certain funds are significantly underperforming.
End of Financial Year (EOFY) is a pivotal time for Australians to reassess their finances and look for opportunities to maximise their financial security. With key changes in superannuation laws and the indexation of the Total Super Balance (TSB) cap to $1.9 million, there are unique opportunities and challenges ahead. Let Wealth Architects guide you through these complexities with personalised financial advice designed to optimise your financial future.