Common Goals and Objectives in Financial Planning
As trusted financial planners, our goal is to guide you toward financial success by helping you identify and achieve your most important financial objectives. In this blog post, we’ll explore some common financial planning goals and objectives that can pave the way for a secure and prosperous future. Building an Emergency Fund: One of the […]
Our little bit
We are delighted to share the heartwarming feedback received from the hospital, showcasing how our contributions have been warmly received and greatly appreciated. One of the highlights of the feedback was that a three-week-old baby loved one of the onesies that we had contributed. The joy a simple onesie can bring to a newborn and […]
2023 Blog Database
As we enter the new year, 2024, I find it suitable to establish a user-friendly database that facilitates easy access to a comprehensive collection of blogs crafted throughout 2023. Hopefully, someone finds some value in some of the information. Jan 23rd – Good Financial Planning is a Long GameJan 30th – Keeping up with the […]
Merry Christmas and Happy New Year
As we approach the end of 2023, I want to take a moment to express our heartfelt gratitude to each and every one of you. Merry Christmas and a Happy New Year to both our longstanding clients and those who have recently joined. Your trust is the cornerstone of our success, and I want to […]
Monash Children’s Hospital
It’s a funny little world we live in sometimes. The first blog I wrote was – Barber Chair Musings – and while at the same hairdresser this weekend there were some other patrons there, one of whom works for Monash Children’s Hospital in Melbourne. She mentioned that the hospital struggles to supply the new mothers […]
Observations from the Shelf
Date: December 7, 2023 Author: Preston, the Office Elf G’day mates! I’m Preston, the Elf on the Shelf, and I’ve been perched up here in the office of BW Private Wealth. You might think my job is to keep an eye out for who’s naughty or nice, but I’ve also been observing the fascinating world […]
Back to basics – Budgeting
If you took out a loan in 2011 or later you will have never seen an interest rate rise, there is a fair bit of shock now. The consensus from economists is we expect to see a hold in the rates this afternoon, but that does little to comfort many people. These interest rates are […]
Donation for The Soup Bus
We’re taking a moment to share something close to our hearts. As financial advisors, we’re building futures, not just through finances but through fostering a strong and supportive community. This year, we’ve decided to give back to the community that has supported us unwaveringly by contributing to a cause that makes a real difference – […]
Debt Management
Something I know all too well, people with debt are really feeling the pain. Something that is just a “given” for a financial advisor is to review debt with our clients, but it always seems to be a surprise to people that we really do go out of our way to help with debt management. […]
Victoria’s Container Deposit Scheme
Some may, or may not, have heard of Victoria’s Container Deposit Scheme. It is set to commence on the 1st of November and essentially allows you to recycle cans and bottles in return for 10 cents. This has turned into an amazing learning opportunity for my kids. We already subscribe to the “Take 3 For […]
