Read the latest news from Wealth Architects. Keep up to date on important industry news and updates affecting you and your finances.
Quarter in review Global equities advanced at the start of the quarter amid signs of easing inflationary pressures, resilient economic data, and growing
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.
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.
Get the low down on the 2023 Australian Federal Budget with the expertsfrom Wealth Architects.
The Australian economy continues to flash amber light, indicating that the general level of economic activity across the nation continues to slow with businesses and consumers feeling nervous.
Are you a parent looking to fund your child’s education? f so, you’re not on your own. Many parents worry about how they will be able to pay for their children’s education. This is where education bonds come in. They are a way to pay for your child’s education without paying too much in taxes.
Wealth Architects has acquired Claringbold Financial Services in Melbourne, Victoria.
Investing is a crucial component of financial planning, and it is essential to invest in a way that aligns with your values and principles. With ethical investing gaining popularity, more and more investors are seeking to make a positive impact through their investments.
The Australian economy continues to flash amber light, indicating that the general level of economic activity across the nation continues to slow with businesses and consumers feeling nervous.
Our clients have always been at the very heart of everything we do. It explains why clients entrusts us with likely one of the most important financial decisions they will make in their lives. We design and build better lives every day for our clients and this is how the name ‘Wealth Architects’ was born.
Our clients have always been at the very heart of everything we do. It explains why clients entrusts us with likely one of the most important financial decisions they will make in their lives. We design and build better lives every day for our clients and this is how the name ‘Wealth Architects’ was born.
Wealth Architects today announced that Cooper Wealth Management has joined their firm.
The Australian economy continues to flash amber light, indicating that the general level of economic activity across the nation continues to slow with businesses and consumers feeling nervous.
Our clients have always been at the very heart of everything we do. It explains why clients entrusts us with likely one of the most important financial decisions they will make in their lives. We design and build better lives every day for our clients and this is how the name ‘Wealth Architects’ was born.
Our clients have always been at the very heart of everything we do. It explains why clients entrusts us with likely one of the most important financial decisions they will make in their lives. We design and build better lives every day for our clients and this is how the name ‘Wealth Architects’ was born.
Our clients have always been at the very heart of everything we do. It explains why clients entrusts us with likely one of the most important financial decisions they will make in their lives. We design and build better lives every day for our clients and this is how the name ‘Wealth Architects’ was born.
Chris specialises in both Wealth Accumulation and Retirement Planning, and enjoys assisting clients with all facets of superannuation, wealth management and personal risk advice.
When it comes to money, everyone has different goals and priorities. Some people want to save for a rainy day, others want to buy a
Our clients have always been at the very heart of everything we do. It explains why clients entrusts us with likely one of the most important financial decisions they will make in their lives. We design and build better lives every day for our clients and this is how the name ‘Wealth Architects’ was born.
The Australian economy continues to flash amber light, indicating that the general level of economic activity across the nation continues to slow with businesses and consumers feeling nervous.
The past four weeks have been very much about investors’ concern over the outlook for inflation (cost of living) and how much interest rates will rise in the near term.
Let’s commence this month’s letter on a positive note with Australian share market now decisively in the green territory. Considering much macro uncertainty, the investment returns are nothing short of impressive at 10.4% for twelve months to 31 March 2022; six months return at 2.3%; and one month return of 6.4%. In fact, the share market is a mere 2% short of reclaiming the historic high it reached in August last year.
Wealth Architects Investment Newsletter The month of February was a busy period of news and events for the market. And, frankly, after all said and
December Quarter 2021 Wealth Architects are pleased to bring you the latest economic and market update for the December quarter 2021. Please click here to
At Wealth Architects we know that we cannot control the markets and the economy, but there are things that we can control. We have outlined 6 questions and answers in navigating the COVID-19 crisis as well as 3 strategies that you can consider at this time of year to minimise tax whilst benefiting your longer-term investments.
Have you been financially impacted by the coronavirus and are wondering if it’s a good idea to access your super?
Some perspective on coronavirus disease (COVID-19) and the impact on markets
In the news over the last week you may have heard mention of an inverted yield curve and the rising fear of a US recession. The very term “inverted yield curve” is likely to have caused your eyes to glaze over, but in this article we break down what it is and whether or not you should buy into the fear.
Want to help boost your retirement savings while potentially saving on tax? Here are five smart super strategies to consider before the end of the financial year
In this article we breakdown what index investing is all about and why it remains a core strategy for our clients.
Hot off the press! Read our analysis of the 2019 Federal Budget
Whilst we are reluctant to fuel the fire of an already uncertain landscape, this is one the most common queries we are currently fielding from our clients. Here we outline some of the key tax proposals should Labor win the next Federal election in May 2019.
How can you ensure you have the means to pay your children’s education when the time comes The key is to have a plan, start early and consider an investment bond as a tax effective, flexible investment solution.
Seeing a financial adviser for the first time can be daunting – anything involving your finances usually is. Here are some tips on how to properly prepare your first meeting
Have you read the news today? Chances are there’s something happening in the world with the potential to keep you awake at night. But it’s
Here’s a summary of the 31 superannuation overhaul recommendations that landed on the government’s desk with a thump
New Year, New You! Here are five New Year’s resolution ideas that could help you save money in 2019!
Merry Xmas! Here’s some good news to kick off 2019: APRA is removing its restrictions on interest-only residential mortgage lending from January 1.
Every Christmas almost half of the Australian population decides to go swimming in credit card debt to get through the festive season. But there’s two big reasons why you shouldn’t do that this year.
It may seem as though every time you open a newspaper there’s another story about the sky falling in on the property market. But here’s why it’s being labelled the “house price fall we had to have”.
Sticking to a financial plan – such as paying off a mortgage – can be a long journey that’s punctuated by high highs and low lows. Here are some tips to get you through the tougher times.
We all know that choosing the perfect investment and getting the timing right are both critical. What people often overlook, however, is selecting the right investment ownership model.
It’s a morbid thought that many of us tend to shy away from, but end-of-life financial planning is a crucial stage in any successful financial management plan.
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