Insights
Articles, tips, commentary, and news from our team.
- View all
- Economic Update
- Investment
- Retirement
- Superannuation
- Tips
The impact of student loans when buying a home
This article presents a case study on how HECS-HELP loans may impact a home loan application, and strategies people can take to minimise its impact/maximise their loan amount.
Is FORO ruining your retirement?
FORO – the fear of running out – can prevent retirees from enjoying the fruits of their labour. This article uses a case study to illustrate how a well-structured financial plan can help overcome this fear, enabling a fulfilling and financially secure retirement.
Your super: A scammer’s new target
This article uses a case study to issue a warning about a new scam targeting superannuation holders with offers of gift cards and electronics to extract personal financial details through cold calls and deceptive ‘comparison websites’.
There’s more to shares than numbers on a screen
This article explains what it means to buy shares in a business. It focuses on the emotional side of investing by explaining you are not just buying a piece of paper but a share of a business. It discusses the benefits and responsibilities of a shareholder.
10 Common Financial Myths BUSTED!
In this article, we debunk ten common financial myths to empower you to make informed decisions, achieve financial stability, and grow your wealth.
5 Psychological Traps Hurting Your Investments
This article explores the influence of behavioural biases on investment decisions and offers practical strategies for managing these biases to achieve better investment results.
Quarterly Economic Update: April – June 2024
Discover the latest insights into the economy’s slowdown and persistent inflation, compounded by global uncertainties and significant federal budget announcements. We also touch on key developments, including China’s lifting of bans on Australian exports and the upcoming US election.
Navigating the reality of divorce after 50
Navigating the financial complexities of divorce, particularly later in life, is crucial as grey divorce rates rise. This article explores the impact on superannuation, asset division intricacies, and post-divorce financial strategies, emphasising the importance of seeking professional advice for rebuilding stability.
A different “End of Financial Year Sale”
This article explains different options to minimise tax with a focus on investing, superannuation and insurance. It’s important to consider prior to 30 June.
5 Step Super Health Check
We provides five simple steps to conduct a health check on your superannuation, empowering you to take control of your super and ensure it aligns with your financial goals.
5 ways to boost your Super with contributions before EOFY
This short article provides five strategies to maximise your superannuation contributions and make the most out of your savings before the end of the financial year.
Super for Kids: Introducing kids to the concepts of Super
In this article, we explore fun and engaging ways to introduce your children to the concepts of superannuation and investing via three different learning activities.
Subscribe to our newsletter
Receive Whitsunday Wealth insights in your inbox
"*" indicates required fields