Wealth Connexion https://wealthconnexion.com.au Financial Planning for Generations Wed, 13 Jun 2018 04:29:41 +0000 en-US hourly 1 https://wordpress.org/?v=5.2.4 Investment Returns https://wealthconnexion.com.au/investment-returns/ https://wealthconnexion.com.au/investment-returns/#respond Tue, 12 Jun 2018 23:52:05 +0000 http://wealthconnexion.com.au/?p=2853 Investing has always been about obtaining a reward relative to the level of risk you are happy to accept. The reward has been the return you received above inflation. This is referred to as the real return. The higher the reward, the higher the risk. Previously there has been a “Reward for Safety” as cash […]

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What to consider when Parents help their Children buy property https://wealthconnexion.com.au/what-to-consider-when-parents-help-their-children-buy-property/ https://wealthconnexion.com.au/what-to-consider-when-parents-help-their-children-buy-property/#respond Mon, 30 Nov 2015 03:16:03 +0000 http://wealthconnexion.com.au/?p=2512 I read with interest a recent article published by the Eureka Report  that provides some insight to the all too familiar dilemma that the current first home buyer will face when it comes to stepping on to the property ladder for the first time. In a nutshell, affordability for young Australians looking to buy property […]

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Tips for Achieving Financial Security https://wealthconnexion.com.au/tips-achieving-financial-security/ https://wealthconnexion.com.au/tips-achieving-financial-security/#respond Wed, 25 Nov 2015 05:54:42 +0000 http://wealthconnexion.com.au/?p=2465 A question we often get asked from new and existing clients is “How do I (we) Achieve Financial Security?”In theory the answer is quite simple… yet in reality it’s much harder to put into practice — WHY — because it takes discipline to maintain a strategy for the long term. The good news is a […]

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Investors need to prepare for further currency falls https://wealthconnexion.com.au/investors-need-to-prepare-for-further-currency-falls/ https://wealthconnexion.com.au/investors-need-to-prepare-for-further-currency-falls/#comments Tue, 15 Sep 2015 05:24:00 +0000 http://wealthconnexion.com.au/?p=2195 The following is an article from Marcus Padley author of the popular Marcus Today investment newsletter, and one of Australia’s leading stockbrokers and investment commentators. Between February 2001 and July 2011 the Australian dollar rose from 47.73 US cents to 110.8 US cents, a 132 per cent rise. Since the peak in 2011 it has […]

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What are the guarantees when investing https://wealthconnexion.com.au/what-are-the-guarantees-when-investing/ https://wealthconnexion.com.au/what-are-the-guarantees-when-investing/#respond Wed, 09 Sep 2015 00:37:15 +0000 http://wealthconnexion.com.au/?p=2186 Cash however only provides should term comfort – the rate of return is no greater than inflation. Growth investments provide the capacity for long term growth and ”inflation-proofing” of assets, growth investments however come with a level of short to medium term risk. Within your risk profile our suggested overall strategy is to: Retain 3 […]

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Market Volatility is Normal https://wealthconnexion.com.au/market-volatility-is-normal/ https://wealthconnexion.com.au/market-volatility-is-normal/#respond Wed, 09 Sep 2015 00:15:26 +0000 http://wealthconnexion.com.au/?p=2174 Since June of 2015 we have seen declines in equity markets one day and recovery the next.These movements have been sharply down and up over this time frame otherwise referred to as volatility. The reality is that this is nothing new and equity markets will go through periods of volatility for a variety of reasons. If […]

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End of Financial Year Commentary – 30th June 2015 https://wealthconnexion.com.au/end-of-financial-year-commentary-30th-june-2015/ https://wealthconnexion.com.au/end-of-financial-year-commentary-30th-june-2015/#respond Wed, 01 Jul 2015 22:37:11 +0000 http://wealthconnexion.com.au/?p=2154 As another financial year comes to a close, we have taken the opportunity to provide you with information and comments that should be of interest to you.  Please note that the information and comments provided should be considered general in nature and should not be taken as advice.  Your circumstance and investment requirements are specific […]

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Extra Mortgage Payments OR Super ? https://wealthconnexion.com.au/extra-mortgage-payments-or-super/ https://wealthconnexion.com.au/extra-mortgage-payments-or-super/#respond Mon, 29 Jun 2015 05:54:26 +0000 http://wealthconnexion.com.au/?p=2143 We all know that it makes sense to pay off your mortgage in order to own your own home. This is a clear priority for many of us as part of our strategy for achieving financial security. We understand that the interest that we pay on our mortgage needs to be paid, but if we […]

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How Does Low Interest Rates Effect Shares ? https://wealthconnexion.com.au/how-does-low-interest-rates-effect-shares/ https://wealthconnexion.com.au/how-does-low-interest-rates-effect-shares/#respond Mon, 29 Jun 2015 05:27:01 +0000 http://wealthconnexion.com.au/?p=2134 The bank deposit interest rate war has virtually ended. Ubank has now lowered its one-year rate to 2.9 per cent, Westpac to 2.4 per cent. Banks are lifting their margins by giving their savers a belting around the head.  Markets are telling us that on the interest bearing securities front, yields are going to be […]

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Government Super Co-Contribution Scheme https://wealthconnexion.com.au/government-super-co-contribution-scheme/ Thu, 26 Mar 2015 01:38:20 +0000 http://wealthconnexion.com.au/?p=2117 For those out there on incomes less than $49,488 per year, if you make a personal contribution (from personal funds) to superannuation prior to June 30 this financial year, the government will match your contribution up to $500 per annum with the benefit being directly linked to your level of income. For example – if […]

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