WEALTH MARKET BLOG
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You’re not “too young” to have this discussion with an adviser
Do you have a plan in place that will minimise your costs and maximise your legacy? If you’re interested in planning for the future – but confused about what estate planning actually means, this is for you. And no, you’re not too young to read this article… so keep going...
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Why your biggest ally is a Wealth Market adviser
For many people, the very idea of dealing with finances is a terrifying prospect – and expert advice seems out of reach and unaffordable. But unless you have good knowledge of the financial marketplace, it can be a pretty daunting task to handle on your own. If you want to understand more about t...
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Prepare for the Unexpected.
Australians tend to be optimists, and that optimism can potentially lead to a large percentage of us being underinsured. The loss of a family member is emotionally devastating. But it shouldn’t also be financially devastating, and all too often it is. COVID has become a catalyst for conversat...
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What does it mean for you?
Australian Government’s 2020-21 Budget At 7:30pm (AEDT) on Tuesday 6 October 2020, the Australian Treasurer, Josh Frydenberg, released the Australian Government’s 2020-21 Budget. After going into a record deficit of $213.7 billion in 2019-20 to support individuals and businesses during the COVI...
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Tax time tips for the new normal
This new financial year, operating in the “new norm” of working from home, brings with it some new tax opportunities and implications for employees and small business owners. The Australian Taxation Office (ATO) has released some information to help you understand what you can claim, and ...
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Has COVID affected your cashflow?
Wealth Market has been inundated with new clients who want to set themselves up through the rollercoaster that is a pandemic…did we mention it’s coupled with a recession? And rightly so. These are, as they keep saying in the media, “novel” times, so families, small businesses and individuals a...
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What is your vision?
COVID-19 has changed our lives but it does not have to kill our dreams. We cannot wait for all the restrictions to be lifted completely so we can socialize, travel, treat our kids and do the little things we all took for granted. While we wait, we have had the time to reflect on our lives and re...
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Did you say home office?
Does your mind go to the design of the space? Do you maybe have a vivid memory of your partner trying to tame your toddler in the background? Do you love the fact that you can sleep in and basically just brush your teeth and you are at work? I thought so – not many of you thought TAX TIME, did you?
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15 minutes with Rudy Haddad
Wealth Market is blessed to have the talented Rudy Haddad as our Head Of Practice Management & Technical Advice Delivery. Rudy holds a Diploma of Financial Planning as well as a Bachelor’s Degree in Economics. Rudy has been assisting financial advisers across Australia for 21 years with financia...
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Goal Setting
One of the most important parts of the financial advice process is the setting of your own, personal financial and lifestyle goals. As advisers we think about setting, working towards and meeting goals for our clients day in day out. We understand that everything that surrounds ‘goals’ is not jus...
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Opting in
‘Protecting Your Super’ laws are making retirement savers think about the life insurances they need.’The new ‘Protecting Your Super’ laws which came into effect on 1 July 2019, are designed to ensure that super accounts are not unnecessarily eroded by fees and insurance premiums. Most people with...
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Getting to Know You
‘A good financial planner starts by knowing who you are and where you want to be.’ It’s an interesting habit that people get themselves into: talking about their life and their finances as if they’re two separate things.We approach this from a different angle. Your finances are a part of your li...