Wealth Effect

There’s no doubt that travel is one of the most highly anticipated events of retirement.  You finally have the time to follow your dreams and explore new and exciting places.  Whether it means jumping in the car and hitting the road to explore new parts of Australia o...

You’ve worked hard to build wealth for your family. Now make sure you protect it with the right insurance.

Most of us don’t like thinking about the reasons we need insurance — like having an accident, getting a debilitating or life threatening illness, or worst of all...

If you’re looking to invest in property this year, here’s what you need to know.

Australians love to invest in property. According to Tax Office statistics[1], around 1.9 million of us declare rental income on our tax returns and there are some good reasons why.

For sta...

From 1 January 2016, the current exemption of rental income will be removed from the aged care means test.

The rental exemption currently applies to aged care residents who move to residential aged care, rent out the former home and pay part of their accommodation pay...

Looking forward to the festive season but worried about the impact it will have on your wallet? You’re not alone. Many Australians feel financial pressure in the lead up to Christmas. With a little planning, you can enjoy the festive season without it breaking the ban...

FEELING A BIT…BAH HUMBUG?

If you’ve had enough of the Christmas cheer and want to escape the hustle and bustle of shoppers and merrymakers, here are some ideas for you to enjoy the festive season in a different style.

Cruise into Christmas

Want to get away from the cr...

LAST CHRISTMAS AT HOME

Whether you’re downsizing for financial reasons, to make a sea or tree change, or simply because your empty nest is now too big, it’s hard to leave the home you’ve lived in and looked after for years. Here’s how you could make the most of your...

Need a few ideas for some holiday fun?

As a parent, or grandparent, it can sometimes seem that school holidays come around all too often. While school holidays vary in each state, children have around 12–13 weeks of holidays each year, including public holidays, with...

​Many people are attracted to buying property through their Self Managed Super Fund (SMSF) however, most do not have the time to navigate the SMSF investment landscape and keep within the rules.

The complex nature of SMSF investing, combined with property spruikers wh...

Life Phase advice practice Wealth Effect has joined new dealer group Evermore Money Management.

Wealth Effect was previously aligned with Apogee Financial Planning owned by NAB. According to Wealth Effect’s financial coach Andre Dirckze, the decision to go indepe...