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Financial Planner

Recent Posts

Market Report by Dr Jerome Lander, Dynamic Asset

The most recent update from Dr Jerome Lander is a compelling watch. Investment markets have started the year strong. However, Dr Lander points out, we still face several domestic and overseas challenges. Are markets not factoring in the high risk of..

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Minimise your personal tax 2023 - Tax Planning Guide

Now's the time to review what strategies you can use to minimise your tax before 30 June 2023. 

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Financial Independence: Is FIRE for you?

FIRE… Financial Independence, Retire Early. Sounds nice, doesn’t it?

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Is your approach to investment right for the times?

The Future Fund and a swathe of leading global investors are now lining up to advocate a new approach to investing suited to the prevailing and prospective conditions.

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▶️ What's going on in investment markets?

2022 has been a challenging year for investors.

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How high will interest rates go?

Low interest rates have been a mainstay since the global financial crisis of 2008. When the pandemic hit, Governments pushed stimulus measures through the economy and central banks reduced interest rates even further.

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Australian super funds gorge on cryptocurrency

The value of cryptocurrency assets inside Australian self managed superannuation funds (SMSFs) increased by 589.9% ($1.17bn) between June 2019 and June 2022, according to the latest ATO statistics.

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Acquiring collectibles inside your SMSF

Clients with self-managed superannuation funds (SMSF) often ask what assets the SMSF can acquire. The golden rule for acquiring assets inside your SMSF is to ask why?

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Changes to the WLM Client Portal

WLM is pleased to announce some upgrades to the Client Portal we use to request information. In light of the new and improved functionality, you need to be aware of some changes to existing processes.

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Bull or Bear: What does the future hold for investors?

Many leading economists and market professionals believe that we are now in the early stages of a cyclical change in the economic landscape, following three decades of low inflation and shrinking interest rates. It's a challenging time for..

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