A financial planner by profession, a father of two and a process and design nut. Passionate about helping professional services firms improve their client engagement processes through innovative digital strategies and development.

A laptop with coins stacking on screen; a coffee on the table - Wealth Connexion blog image

Why Financial Success Isn’t Just a Numbers Game!

Money, finances, investments… it is easy to see why, logically, financial success could be considered a numbers game. However, real financial success requires much more than just numbers that work. It also requires passion, interest, determination, commitment, perseverance, optimism, resilience and more. This is why mindset is such a critical ingredient to the financial success equation.

A laptop with coins stacking on screen; a coffee on the table - Wealth Connexion blog image

Making the Most of Your Super Limits

Getting more money into superannuation is a proven way of building wealth to spend in retirement. Ongoing contributions from your employer over the course of your working life, and potentially extra contributions made by you, can make a huge difference to your super balance over the long term as your account balance continues to grow.

Two elder couple on the beach waters with snorkels

Australia Surges up Retirement Security Ranks

By holding ground in areas such as quality of life, material well-being, finances and health while other countries fell back, Australia moved up two spots to 5th on the latest Natixis Global Retirement Index. Australia moved up two spots on the latest Natixis Global Retirement Index to 5th after maintaining scores across a series of top-line categories while other developed nations The Netherlands and Germany fell behind.