There’s something about July that feels like a reset. A fresh page. A chance to slow down and ask: Is my money working for the life I want, or just ticking boxes? At Wealth Architects, we believe wealth isn’t just… Read More »New financial year, new momentum: 5 habits that build long-term wealth
The end of the financial year isn’t just about reconciling receipts or meeting with your accountant. It’s a milestone – a timely opportunity to reflect on the bigger picture of your financial life. At Wealth Architects, we view EOFY as… Read More »Is your financial strategy EOFY-ready? Here’s what to review before June 30
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 due to weaker U.S. labour data, a Bank of Japan interest rate hike, and thinner… Read More »Quarterly economic and market update: September 2024
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 have retired earlier than they would have thought. The average retirement age reported by retirees… Read More »Working longer or retiring earlier: Australia’s retirement reality
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 1.25%-1.5% 2.1%-2.4% 4.25%-4.5% Mexico 1.75%-2.25% 3.7%-3.9% 9.75%-10.25% United Kingdom 0.7% 2.8% 4.75% Euro area 0.8%… Read More »Australia’s mid-year economic and investment outlook
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 every working and retired person should ideally be able to answer correctly as either true… Read More »Most Australians are failing the retirement test
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 or property, either from their parents or others. That’s one of the key findings from… Read More »Spending your kids’ inheritance
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 a chance to reset and focus on what matters most. So, the imminent start to… Read More »New financial year, new you
Retirement is a milestone many look forward to, but it can also be scary. As you go from a structured work life to a more laid-back pace, you wonder how to make the most of this new chapter. In this… Read More »Love Your Retirement: A Guide to Thriving in Your 60s and Beyond
AI is at the forefront of a revolution that’s changing the world. In the financial services space, AI is big, making things more efficient, more capable and creating new opportunities. It’s also impacting the stock market with tech giants reaping… Read More »AI in Financial Services and Tech Stocks