Four steps to plan for a better retirement
Here is a practical approach to creating a retirement plan that will help enable financial peace of mind. Many investors concentrate on building their nest
May 8, 2024
Latest News
Read the latest news from Wealth Architects. Keep up to date on important industry news and updates affecting you and your finances.
Latest News
Connecting an adviser with your children
How parents and advisers can work together to manage intergenerational wealth transfers. We’re told our time horizon shrinks as we age. This makes sense, because
April 22, 2024
The potential estate complexities of dying without a will
The potential estate complexities of dying without a will Having a legally valid will can go a long way to avoiding disputes over the division
April 22, 2024
Changes to superannuation contributions for the 2024-25 financial year
Super contributions are set to rise in the next financial year. The six monthly average weekly ordinary time earnings (AWOTE) were released on February 22,
March 22, 2024
Wealth Architects Quarterly Economic and Market Update December Quarter 2023
Quarter in review Markets rallied to close out the year as hopes of a soft landing once more came to the fore. Bond yields fell as central
March 7, 2024
Travel Finance: Essential Tips and Traps for Australian Globetrotters
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.
February 16, 2024
Smart Financing: Navigating the Complexities of Lending Money to Adult Children in Australia
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.
February 16, 2024
What You Need to Know About Inheritances in Australia
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.
December 22, 2023
Keep Your Festive Season Finances in Check: 5 Budgeting Tips for Christmas 2023
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.
December 8, 2023
Wealth Architects Quarterly Economic and Market Update September Quarter 2023
Quarter in review Global equities advanced at the start of the quarter amid signs of easing inflationary pressures, resilient economic data, and growing
November 8, 2023
Navigating Retirement Living, Aged Care, and In-Between Options: Understanding the Differences
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.
October 28, 2023
Myth-Busting APRA’s Super Fund Test: A Guide to Informed Financial Decisions
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.
October 28, 2023
Three behavioural factors that can affect retirement spending
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.
July 14, 2023
Taking Advantage of EOFY Changes in 2023: Wealth Architects’ Top Strategies
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.
June 20, 2023
Navigating the 2023 Australian Federal Budget: A Guide from Wealth Architects
Get the low down on the 2023 Australian Federal Budget with the expertsfrom Wealth Architects.
May 23, 2023
Wealth Architects Quarterly Update
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.
May 19, 2023
Understanding Education Bonds: A Tax-Effective Solution for Funding Your Children’s Education
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.
May 12, 2023
Wealth Architects acquires bespoke Financial Planning Business in Melbourne – Claringbold Financial Services
Wealth Architects has acquired Claringbold Financial Services in Melbourne, Victoria.
April 3, 2023
Navigating Ethical Investing: Insights from Wealth Architects
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.
March 24, 2023
2022 By The Numbers – Wealth Architect Market Update
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.
February 10, 2023
New Year, New Financial Plan: The Importance of Accountability and Specifics
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.
February 2, 2023
The importance of Budgeting as Cost of Living Rises
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.
December 15, 2022
Award Winning Gold Coast Practice joins Wealth Architects
Wealth Architects today announced that Cooper Wealth Management has joined their firm.
December 12, 2022
Wealth Architects Market Update September 2022
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.
November 7, 2022
What Is In The Federal Budget? A Wealth Architects Summary
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.
November 7, 2022
Protecting Your Wealth in the Age of Cyber Attacks
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.
October 19, 2022
Tax-Effective Super: How to stop your beneficiaries paying too much tax on your super
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.
October 10, 2022
Wealth Architects welcomes Chris Herdman to our team of astute advisers
Chris specialises in both Wealth Accumulation and Retirement Planning, and enjoys assisting clients with all facets of superannuation, wealth management and personal risk advice.
October 1, 2022
Why Do You Need A Financial Adviser?
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
September 28, 2022
Wealth Architects expands national footprint
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.
September 5, 2022
Wealth Architects Market Update July 2022
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.
August 13, 2022
Investment Newsletter – April 2022
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.
July 18, 2022
Wealth Architects Investment Newsletter March 2022
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.
July 18, 2022
Wealth Architects Investment Newsletter
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
April 1, 2022
Quarterly economic and market update December 2021
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
March 10, 2022
Your Financial Guide to navigating the COVID-19 crisis
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.
May 25, 2020
Should you access your super early?
Have you been financially impacted by the coronavirus and are wondering if it’s a good idea to access your super?
April 23, 2020
Perspective on coronavirus disease (COVID-19)
Some perspective on coronavirus disease (COVID-19) and the impact on markets
February 27, 2020
What the hell is an inverted yield curve and why should we care?
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.
August 19, 2019
Super Strategies to put into action this EOFY
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
May 28, 2019
Understanding Index Investing
In this article we breakdown what index investing is all about and why it remains a core strategy for our clients.
April 30, 2019
2019 Federal Budget Summary
Hot off the press! Read our analysis of the 2019 Federal Budget
April 3, 2019
What are Labor’s proposed tax changes?
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.
March 28, 2019
An effective way to save for your children’s education cost
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.
March 14, 2019
Considering getting financial advice? Read this first!
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
March 1, 2019
What Our Clients Say
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I would highly recommend Katrina Robbins and her team to anyone who wants to achieve a secure financial future for themselves and their families. Katrina is dedicated, reliable and knowledgeable. She demonstrates great insights into the Australian and International financial markets. Her financial advice has always been professional, well-considered and evidence-based. I would not have achieved my financial goals without Katrina's expertise and guidance.
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We've been dealing with Kim Siauw and his team from Wealth Architects for over 5 years. We've always received excellent service, advice, and communication. Kim and the team always take on board our needs and concerns, and provide excellent explanations and unbiased information. Highly recommended.
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We have been dealing with Wealth Architects for many years now and have found Kim and his team to be excellent. Always approachable, great advice and explanations allowing us to improve our portfolio. I have no hesitation in recommending Wealth Architects to look after your financial needs.
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