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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

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.

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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.

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Financial Advice, retirement advice, advice for retirees

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.

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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.

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Financial advice for Business Owners

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.

Read More »
Financial advice for Business Owners

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.

Read More »
Financial advice for Business Owners

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.

Read More »

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.

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Investment Newsletter – July 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.

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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.

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What Our Clients Say

Bonnie Tai
Bonnie TaiClient of Wealth Architects Brisbane North
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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.
Alan Oberhauser
Alan OberhauserClient of Wealth Architects Melbourne
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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.
David Hilton
David HiltonClient of Wealth Architects Melbourne
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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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