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The Wealth Blog

Buy Now, Pay Later services could replace credit cards

Younger Australians are flocking to Buy Now, Pay Later services but they still present risks for the unwary. It’s no surprise that the popularity of Buy Now, Pay Later (BNPL) services has boomed in recent years given how simple they are to use: download the smartphone App, punch in some […]

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 […]