Financial Planning Blog

Latest Financial Planning Articles

All posts are general in nature and do not take into account your objectives, financial situation or needs. You should consider whether the advice is suitable for you and your personal circumstances.

Generational Advisor

Financial Advisor: Your Guide for Every Stage of Life

Managing finances can be overwhelming, regardless of your age or financial situation. A financial adviser can provide expert guidance and help you make informed decisions to achieve your financial goals. In this blog, we’ll explore how a financial adviser can benefit individuals at various stages of life, from young singles

Easter finance

Easter Finances: Smart Planning for a Happy Holiday

Easter can be a joy-filled time for families and friends, but it can also wreak havoc on your wallet. The costs can quickly add up between the chocolate, decorations, elaborate meals, and potential travel. This blog post will crack open some smart financial planning tips to ensure you have a

Debt Payoff Smackdown

Debt Payoff Smackdown: Avalanche vs. Snowball 

Drowning in debt? You’re not alone. But there is hope! Today, we’ll enter the ring for a Debt Payoff Smackdown, facing off against two popular methods: the Debt Avalanche and the Debt Snowball. Both aim to tackle your financial foe, but they use different punches. Let’s see which one is

Unlicensed Financial Advice

The Grey Areas of Unlicensed Financial Advice

In the world of finance, there’s a term that often raises eyebrows: “finance bros.” These individuals are known for their flashy lifestyles, aggressive sales pitches, and often questionable advice. But what many people don’t realise is that a significant portion of these so-called “experts” aren’t licensed to provide personal financial

Insurance superhero

Why a Financial Advisor is Your Insurance Superhero

While many aspects of our lives have become increasingly streamlined and accessible in the digital age, navigating the complex world of insurance remains a daunting task for many. Sure, online tools and quote comparisons offer a starting point, but they often leave individuals feeling overwhelmed by a sea of unfamiliar

Lake Bolac Financial Advisor

Reconnecting with Lake Bolac

As I reflect on my journey as a financial planner, there’s a nostalgic pull drawing me back to the tranquil landscapes and familiar faces of Lake Bolac and its surrounding districts. Having previously served this community at my former firm, I am deeply humbled by the opportunity to once again

Zurich Insurance Group

An Update from Zurich about Insurance Premiums

In the dynamic landscape of insurance, staying informed about policy updates and market trends is essential for ensuring comprehensive coverage tailored to individual needs. At BW Private Wealth, we understand the importance of regularly reviewing insurance policies to safeguard our clients’ financial well-being. Today, we bring you a vital update

Mental Health Matters

The Mental Health & Money Connection

In today’s fast-paced world, juggling financial pressures and maintaining mental well-being can feel like an uphill battle. But what if these two aspects of our lives weren’t separate struggles, but rather two sides of the same coin? Recent research and the evolving practices of financial planners are shedding light on

Finance myths

Common Financial Myths

Financial literacy empowers individuals to navigate the complexities of their economic lives and build a secure future. Unfortunately, the path to financial freedom is often littered with detrimental myths that can impede progress and lead to poor outcomes. Today, we embark on a mission to dismantle these falsehoods, equip ourselves

Goals and objectives

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

Mother and Baby

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


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