Stay informed

Thinking out loud.

Short, plain-English writing on the topics that come up in our conversations. Markets, super changes, life stages, decisions worth thinking through.

Six strategic investment moves for mid-career women

As women enter their mid-career years, many begin to earn more and have greater capacity to invest. Making the most

Make your money last in retirement

Here are some ways to help you get the most out of any retirement savings. Do a retirement budget When

SMSF record-keeping requirements

How self-managed super fund (SMSF) trustees can meet their responsibility to keep accurate tax and super records. How self-managed super

Preparing your business for the new financial year

Every new financial year comes with a list of must-do tasks, but 2026-27 is bringing a range of fresh challenges

Almost 3 million workers will get a 4.75% pay rise in July. But wages can’t catch up with inflation

Around 2.8 million of Australia’s lowest-paid workers got a 4.75% pay rise from July 1 this year, after the latest

What’s your risk profile?

Understanding your risk profile is one of the most important steps you can take as an investor. It helps shape

Six strategic investment moves for mid-career women

As women enter their mid-career years, many begin to earn more and have greater capacity to invest. Making the most

Almost 3 million workers will get a 4.75% pay rise in July. But wages can’t catch up with inflation

Around 2.8 million of Australia’s lowest-paid workers got a 4.75% pay rise from July 1 this year, after the latest

What’s your risk profile?

Understanding your risk profile is one of the most important steps you can take as an investor. It helps shape

Home loan pre-approval

Everything you need to know about getting a pre-approval for your mortgage. What is pre-approval? Home loan pre-approval (or conditional

Tax-deductible expenses for sole traders to watch for

Are you a sole trader? Here are some tips on deductible expenses to watch for. If you haven’t spoken to

Bills of exchange

Bills of exchange can look and sound similar to term deposits, but they do not have the same protections and

Make your money last in retirement

Here are some ways to help you get the most out of any retirement savings. Do a retirement budget When

SMSF record-keeping requirements

How self-managed super fund (SMSF) trustees can meet their responsibility to keep accurate tax and super records. How self-managed super

Superannuation: more relevant than ever

A range of superannuation changes that came into effect on 1 July 2026, are reinforcing the role of super as

Retirement income options when markets are volatile

The income assumptions many have carried into retirement are being tested in the current economic climate. Markets have lurched from

Contractors – when to pay super under Payday Super

With Payday Super approaching fast, now’s the time to look at how you pay super for independent contractors. While Payday

Finding balance in fixed income

Higher yields and income keep bonds resilient amid volatility The first quarter of 2026 has delivered no shortage of headlines,

Make your money last in retirement

Here are some ways to help you get the most out of any retirement savings. Do a retirement budget When

SMSF record-keeping requirements

How self-managed super fund (SMSF) trustees can meet their responsibility to keep accurate tax and super records. How self-managed super

Superannuation: more relevant than ever

A range of superannuation changes that came into effect on 1 July 2026, are reinforcing the role of super as

Retirement income options when markets are volatile

The income assumptions many have carried into retirement are being tested in the current economic climate. Markets have lurched from

Contractors – when to pay super under Payday Super

With Payday Super approaching fast, now’s the time to look at how you pay super for independent contractors. While Payday

Finding balance in fixed income

Higher yields and income keep bonds resilient amid volatility The first quarter of 2026 has delivered no shortage of headlines,

Preparing your business for the new financial year

Every new financial year comes with a list of must-do tasks, but 2026-27 is bringing a range of fresh challenges

Seniors face health insurance bill shock of up to $1,600 a year

Older Australians could face health insurance price rises three times higher than others under new government rebate changes. Here’s what

Choosing home insurance

Home insurance protects one of your most important assets. What is home insurance Home insurance covers the cost of repairing

Smart tax and super planning before EOFY

Tax time is just around the corner, so now is the time to make sure you’re prepared for 30

Protecting what matters most

We plan for holidays, home renovations, and retirement but we’re less likely to plan for the unexpected. Life insurance is

The silent partner in your wealth plan

When you think about building wealth, you may picture investments, property and superannuation. But there’s another critical element: insurance. It’s

Save for a house deposit

Buying a house is exciting and life changing. It all starts with saving for the deposit. Find out how much

Choosing a home loan

When you’re looking for a good deal on a home loan, the interest rate matters. With the cash rate on

Releasing the value in your home

Rising property prices have led many people to look for ways to unlock the increased equity in their homes so

Credit scores and credit reports

Lenders use your credit score (or credit rating) to decide whether to give you credit or lend you money. Knowing

SMSF record-keeping requirements

How self-managed super fund (SMSF) trustees can meet their responsibility to keep accurate tax and super records. How self-managed super

Superannuation: more relevant than ever

A range of superannuation changes that came into effect on 1 July 2026, are reinforcing the role of super as

Contractors – when to pay super under Payday Super

With Payday Super approaching fast, now’s the time to look at how you pay super for independent contractors. While Payday

Get prepared for June 30

Tax time is just around the corner, so now is the time to get ahead and find out what strategies

Your 30 June superannuation checklist

Five easy ways to get more into your super fund before the end of the financial year With the end

Can I access my super early?

Many older Australians are understandably eager to access their superannuation, but strict rules apply. For many Australians, superannuation will be

Legacy or liability? Planning a smooth wealth transfer

Australians inherited an estimated $150 billion in 2024, an increase of more than 70 per cent in a decade, according

Estate planning gives you a final say

Planning for what happens when you pass away or become incapacitated is an important way of protecting those you care

Yours, mine and ours – estate and succession planning for modern families

Navigating complex family relationships and blended families can be challenging at times and particularly when a family member dies. A

New aged care act: what you need to know

Sweeping reforms to aged care are set to begin on 1 November to help improve the quality, transparency and flexibility

Stay informed

Thinking out loud.

Short, plain-English writing on the topics that come up in our conversations. Markets, super changes, life stages, decisions worth thinking through.

If you would like to discuss how one of the financial advisors at Welcome Wealth can assist you with your wealth creation goals, please book a chat.

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