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 […]
The Vital Role of Income Protection
In the realm of financial planning, ensuring your financial future requires a balanced approach involving investments, savings, and protective measures. A key element often discussed in wealth growth strategies is insurance, with a particular focus on income protection. This blog post explores the vital role of income protection in your financial strategy. The Significance of […]
Partnership
This may surprise people who know me personally, but I can announce that I am officially a partner here at BW Private Wealth. To be honest, buying into a business isn’t something I’d ever really seen myself doing until I started working here. And that is simply due to finding my personal ideals and ambitions […]
Understanding the Importance of Life Insurance
At BW Private Wealth, we understand that life’s uncertainties can be daunting, particularly when it comes to securing your family’s financial future. As your trusted advisors, we’re here to highlight the critical role of life insurance in your financial planning and guide you in making informed decisions for your loved ones’ well-being. What is Life […]
Centrelink Payment Changes 20 September 2023
In an ever-changing economic landscape, government support plays a pivotal role in the lives of many individuals and families. As a financial planner, I understand the significance of staying informed about government programs and policies that affect your economic well-being. Today, we delve into a topic that concerns millions of Australians: Centrelink payment increases. Increased payments are […]
How Much Do You Really Need to Retire?
Retirement is a milestone many of us look forward to, but determining how much money you need to retire comfortably can be a daunting task. As financial planners with expertise in retirement planning, we’re well-equipped to help individuals understand the financial aspects of retirement. In this blog, we’ll break down the key factors to consider and […]
Navigating the Road to Financial Independence: A Step-by-Step Guide
Recently I did a blog about what I see financial freedom, or financial independence, as and how it can be vastly difference for everyone. Have a read here – Financial Freedom Today I thought I might follow up on this by doing a step-by-step guide to financial independence, no matter what your goal is. Setting […]
How the 2023 Intergenerational Report might impact aged care
The recently released Intergenerational Report highlights trends and impacts over the next 40 years and highlights the significant impact of an aging population. A major theme in the recent Intergenerational Report was the impact on Australia’s economy and society of an aging population, which will lead to a rising demand for aged care over the […]
