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The Wealth Blog

The Smith Family’s Toy and Book Appeal

Smith Wealth Partners have chosen to Host a Gift Collection in the lead up to the holiday season in support of The Smith Family’s Toy and Book Appeal. Please support us by donating new toys and/or books for children aged 0 – 12 years. Your gifts will be donated to young Australians […]

A new dawn for dollar-cost averaging

As global equity markets fell more than 30 per cent over February and March, many investors were buying in. But, contrary to what you may be thinking, they weren’t necessarily trying to time the markets to make short-term profits as share prices see-sawed. There was certainly plenty of day trading […]

The big money is made in the waiting

The most common question investors are asking me today is, “Is now the time to go to cash?” Volatility, uncertainty, complexity, ambiguity. This is the reality equity investors face. Add in the risks of trade wars, geopolitical tensions, climate change, sky high valuations in parts of the market and the […]

Have you got an exit plan? The importance of estate planning.

Australia is in the early throes of an unprecedented inter-generational wealth transfer, with Baby Boomers set to hand down in their Wills, an estimated $3.5 trillion over the next 20 years, according to McCrindle’s Wealth Transfer Report. There’s no national data on the size of inheritances, but there are state […]

5 tips for getting on top of financial housekeeping

Remember the last time you did a good spring clean? It probably felt good. And guess what? Getting your finances in order feels just as good, and it’s even more rewarding. The start of a new financial year is a great opportunity to clean up your act with your finances. […]