Smith Wealth Smith Wealth

The Wealth Blog

Want to retire in comfort or modesty? Start planning now

We all want to retire happy, but working out if you will have enough to retire comfortably means some retirement planning now. It may seem a long way off, but if you start thinking about planning your retirement early you can identify whether you may have enough in your kitty […]

What’s your investment lifestage?

Many opinion pieces and financial articles have been written with handy tips to help invest your money. An issue with many of these is that the people reading them are, in all likelihood, of different ages and at different stages of life. With this in mind we’ve broken down each […]

Making the most of super incentives in the new financial year

The start of the new financial year is the ideal time to review your super, and ensure that you are taking advantage of all the incentives available – so you can feel more confident about your retirement savings. The following Government initiatives have become law and will take effect from […]

It’s not just a house

When buying a house, it is standard to consult the help of a local real estate agent and a home loan specialist because you want expert help with one of the biggest financial decisions in your life. Why then wouldn’t you also enlist the services of a financial adviser? Although […]

End of Financial Year!

——- This year 30 June falls on a Sunday, which means that the cut-off times for super contributions may be brought forward in some cases. Please note: The dates shown below are for our Asgard clients. Other super funds cut-off dates may differ – please contact us if you have […]