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More than a blog, this page is where we release our latest market insights, case studies and other timely content. Check back often.

Paying extra into your mortgage vs super

Many people ask the question about paying off one’s mortgage vs making super contributions. This is an interesting question especially in such a low interest rate market. Remember, for most people, putting extra cashflow into super (as Concessional..

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Federal Budget Summary - What it means for individuals and families

Here is a summary of the key takeaways for individuals and families from the 2020 Federal Budget announcement.

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Federal Budget Summary - What it means for business

Here is a summary of the key takeaways from a tax perspective of the 2020 Federal Budget announcement and what this means for businesses.

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Something for almost everyone in budget

Almost everyone is a winner from the federal government's 2020 cash splash as it seeks to pump-prime the economy to escape the COVID-19 induced recession.

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Stay on top of your finances and make smarter decisions with WLM's wealth portal

WLM Financial have been excited to roll out a brand new client portal this year. It's just one of the exciting and innovative solutions we provide our clients using cutting edge technology and it has some extraordinary features.

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The five best places to put your tax refund to work

Many taxpayers can expect a bumper tax refund this year as a result of claiming larger home office expense deductions.

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Seeking financial advice is more essential than ever

I read a lot of economic commentary and almost all of them state that financial (investment) assets are in a huge bubble at the moment. I heard one portfolio manager refer to markets living in ‘Lalaland’! If this is the case, we can easily see..

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Why financial wellbeing is a pillar of good health

Much like exercise and eating well, your financial wellbeing is key to living a happy and healthy life. So what is financial wellbeing, and how can you improve yours?

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It’s important to get financial advice if you are dealing with redundancy

Unfortunately, the chances of being redundant will increase over the coming 12 months as Government stimulus (JobKeeper payments) start to unwind. How you spend your time and money after redundancy can make a difference to your future financial..

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Forecasting during a pandemic

Now, more than ever, business operators should have a plan in place to manage during uncertain times. Even if your business is not directly impacted, it’s likely your customers, your supply chain, and your workforce will be to some extent.

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