Thank you!
Recently I reached out to some of my new, and long-standing clients, to ask for reviews on the Adviser Ratings website. I am overwhelmed with the reviews and how positive they are. I cannot thank them enough for taking the time to share such kind words. I truly enjoy the work I do and love […]
Welcome to 2023
As we all settle into the New Year I will keep this one short and sweet. We hope everyone had an amazing break and is feeling refreshed! We are back on deck here at BW Private Wealth so if you want to come in for a chat feel free to reach out. Look forward to […]
Season’s greetings!
Less than a week to go until Christmas and the last blog post for the year. Seems like the perfect time to review the year that was. Personally, it was a huge year of changes for me. The biggest and most relevant was my move to BW Private Wealth. In May I made the daunting […]
Taxing Generational Wealth Transfer
Something I am seeing more and more is people trying to maintain a certain amount of money/assets to pass on to their children. Superannuation is a massive part of this, other than the family home it’s generally the largest asset. The one big mistake I see over and over again is people not realizing superannuation […]
Reducing Financial Stress is good for your Health
Following on from last week’s blog, I thought this is the perfect time to talk about financial stress and your health. I don’t think it is much of a secret that if your finances are in order you are happier. I’m not saying more money makes you happier, but what I am saying is if you aren’t […]
Mortgage stress
Today’s blog is a little more somber than most simply because it is getting tough out there. With the inflation rate sitting at 7.3% and variable mortgages almost tipping 5%, everyone is starting to really feel the pain. Although I don’t really want to rub salt into the wounds, it does bring up some concerns […]
It’s that time of the year!
With Christmas fast approaching, we try to do a bit of giving around this time of year. This year we have decided to give a donation of books to our local kindergarten. They are a relatively new kinder, and they are trying to build up their toys and books for their kids. They have a […]
What is Core Satellite Investing?
This investment style may have been mentioned to you and you didn’t really know what it meant but also didn’t want to ask. It is a quite common way of investing, so I’ll try and explain it to you. To answer this question we first need to touch on passive vs. active investments. The quickest […]
Insurance for my Kids is Actually Selfishly for Me!
This week is my son’s birthday and it got me thinking about how I’d do anything I could to protect him. This included the trauma insurance I took out for him when he was 2. Most people haven’t heard of childhood trauma or if they have they don’t really understand the benefit. For a few […]
Have You Ever Heard of TTR or TRIS?
Or if you talk to people who don’t use acronyms for everything a Transition to Retirement (TTR / TRIS) pension? If you haven’t and you are close to 60, or over, these are amazing for 2 reasons! Firstly, these pensions allow you to draw money out of your superannuation, as tax-free pension payments, to offset your income. […]
