Financial Advice - News & Articles

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

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Changes to the Superannuation Transfer Balance Cap

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 retirem...

Apr

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Sacrificing Your Mortgage to Build Wealth

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”....

Apr

Flowers on a Funeral - Funeral Insurance - Wealth Connexion

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Pros and Cons of Having a Funeral Insurance Plan

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 p...

Apr

Pensioners Happy With Their Annuity - Wealth Connexion

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What Is an Annuity and How Does It Work?

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......

Apr

Unlocking the Financial Secrets to Success - Wealth Connexion

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Financial Secrets for Different Phases of Life Unlocked

One of the keys to financial success is to adopt the right strategy at the right time. As you move through the stages of life here are some tried......

Apr

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Quarterly Economic Update: January-March 2021

The global COVID-19 jab-fest gathered pace with some countries, including Israel and the United Kingdom, achieving high rates of immunisation......

Apr

Man Contemplating on Borrowing to Invest - Wealth Connexion

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Borrowing to Invest: How Does It Work?

Borrowing to invest, also known as gearing or leverage, is a risky business. While you get bigger returns when markets go up......

Mar

Six Super Hacks to Retire Richer - Retirement Planning Strategies Brisbane - Wealth Connexion

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Low Income Earners: Six Super Hacks to Retire Richer

While it's easy to be discouraged by superannuation and fear you will never have enough money saved to stop working......

Mar

Aerial Shot of Residential Houses - Low-Interest Causing High Interest in Property - Wealth Creation - Wealth Connexion

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Why ‘Low-Interest’ Is Causing High Interest in Property

Buying an investment property is a well-worn road to riches for many Australians. Despite a few ups and downs residential housing has delivered strong...