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.

Read article

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.

Read article

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’.

Read article

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.

Read article

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.

Read article

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.

Read article

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.

Read article

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.

Read article

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.

Read article

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.

Read article

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.

Read article

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.

Read article

Subscribe to our newsletter

Receive Whitsunday Wealth insights in your inbox

ww-logo-icon-white

"*" indicates required fields

This field is for validation purposes and should be left unchanged.