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  • Home
  • About Us
    • Our Vision
    • Our Team
    • Testimonials
    • Fees and Charges
    • Licensee and Privacy Policy
  • Our Services
    • Wealth Creation
    • Superannuation
    • Risk Protection
    • Income Streams
    • Aged Care Financial Advice
  • Our Partners
    • Lucas Garner Accountants
    • New Super SMSF Admin
    • Health and Aged Assist
  • News
    • Wealth Connexion – Federal Budget 2021-22
  • GET IN TOUCH

Yearly Archives: 2021

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  2. 2021

Woman with the elderly man smiling at the camera - Aged Care Financial Advice Image

All the Necessary Aged Care Financial Advice That You Need to Know

Aged CareBy Wealth ConnexionMay 6, 2021

The process of finding the perfect aged care can be a confusing and sometimes time-consuming task…

Change Written on Screen - Superannuation Transfer Balance Cap Changes - Wealth Connexion

Changes to the Superannuation Transfer Balance Cap

General, SuperannuationBy Wealth ConnexionApril 27, 2021

The Transfer Balance Cap (TBC) began on 1 July 2017. It is a lifetime limit on the total amount of superannuation that can be transferred into retirement…

Woman Considering Her Options - Sacrificing Your Mortgage to Build Wealth - Wealth Connexion

Sacrificing Your Mortgage to Build Wealth

General, MortgagesBy Wealth ConnexionApril 27, 2021

Back in the days of “normal” interest rates the simple answer to the question “what do I do with any surplus savings?” was “pay off debt”…

Flowers on a Funeral - Funeral Insurance - Wealth Connexion

Pros and Cons of Having a Funeral Insurance Plan

Financial Planning, GeneralBy Wealth ConnexionApril 27, 2021

Funeral insurance can cost you a lot more than the benefit your family will receive. And if you stop making repayments, you lose what you’ve already paid…

Pensioners Happy With Their Annuity - Wealth Connexion

What Is an Annuity and How Does It Work?

General, RetirementBy Wealth ConnexionApril 27, 2021

An annuity, also known as a lifetime or fixed-term pension, gives you a guaranteed income for a number of years. Or the rest of your life…

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