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  • Home
  • About Us
    • Our Vision
    • Our Team
    • Testimonials
    • Fees and Charges
    • Licensee and Privacy Policy
  • Our Services
    • Wealth Creation
    • Financial Planning
    • 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 2024-25
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Author Archives: Wealth Connexion

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Aged Care Financial Advice: Finances, Eligibility and Services

Aged CareBy Wealth ConnexionJuly 29, 2022

When planning your finances for aged care, there are many aspects to consider—for example, pensions, superannuation, and retirement planning. So, it’s beneficial to seek independent financial advice before deciding how to pay for your aged care.

A businessman holder a paper that says Get Rich! Really Rich! - Wealth Connexion

How to Go Broke Trying to Get Rich

BudgetingBy Wealth ConnexionJuly 29, 2022

According to the Collins English Online Dictionary, a get-rich-quick scheme can be defined as, a promise to make a person extremely wealthy over a short period of time, often with little effort and no risk.

A yes and no wood block - Wealth Connexion

To Be or Not to Be the Executor

Financial PlanningBy Wealth ConnexionJuly 27, 2022

If you’re the eldest sibling in the family or deemed to be the “most responsible”; if you’re seen to be a good friend by someone; or a fine upstanding citizen by others, chances are you will be asked to be an executor of someone’s Will.

A percentage block increasing in number - Wealth Connexion

Interest Rates 101

Financial PlanningBy Wealth ConnexionJuly 25, 2022

While we understand banks charge interest on their home loans, exactly what determines the rate? Should we be worried that interest rates will spike higher in the years ahead?

An old man sitting on a chair looking from a far - Wealth Connexion

Three Behavioural Factors That Can Affect Retirement Spending

RetirementBy Wealth ConnexionJuly 23, 2022

Retirees work hard to build up their nest egg but many are hesitant to spend it when the time comes. Here are three behavioural factors that affect retirement spending and how you can overcome them to ensure you make the most of your later years.

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