--- title: WLM Blog | Financial Planning (4) description: "Financial Planning | More than a blog, this page is where we release our latest market insights, case studies and other timely content. Check back often.  \n (4)" image: https://insights.wlm.com.au/hubfs/WLM%20Accounting%20Blog.jpg --- [![WLM\_Logo\_RGB\_Orn50](https://insights.wlm.com.au/hs-fs/hubfs/WLM_Logo_RGB_Orn50.png?width=521&height=169&name=WLM_Logo_RGB_Orn50.png "WLM_Logo_RGB_Orn50")](http://wlm.com.au/) - [About](https://www.wlm.com.au/about/) - [Services](https://www.wlm.com.au/services/) - [Tax & Compliance](https://www.wlm.com.au/services/tax-and-compliance/) - [Strategy & Advice](https://www.wlm.com.au/services/strategy-and-advice/) - [Clients](https://www.wlm.com.au/clients/) - [Construction & Trades](https://www.wlm.com.au/clients/construction/) - [Family Business](https://www.wlm.com.au/clients/family-business/) - [Insurance & Financial Services](https://www.wlm.com.au/clients/insurance-and-financial-services/) - [Renewable Energy & Environment](https://www.wlm.com.au/clients/renewable-energy-and-environment/) - [Service-based & Other Business](https://www.wlm.com.au/clients/service-based-and-other-business/) - [Insights & Case Studies](https://insights.wlm.com.au/blog) - [Blog](https://insights.wlm.com.au/blog) - [Buying a property with a business partner](https://explore.wlm.com.au/buying_a_property_with_a_business_partner_download) - [How to minimise tax & risk with business structure](https://explore.wlm.com.au/business-structure-whitepaper-download) - [Contact](https://www.wlm.com.au/contact/) [Login](https://clientlogin-us2.karbonhq.com/4Frhz6cPZq6r) - [About](https://www.wlm.com.au/about/) - [Services](https://www.wlm.com.au/services/) - [Tax & Compliance](https://www.wlm.com.au/services/tax-and-compliance/) - [Strategy & Advice](https://www.wlm.com.au/services/strategy-and-advice/) - [Clients](https://www.wlm.com.au/clients/) - [Construction & Trades](https://www.wlm.com.au/clients/construction/) - [Family Business](https://www.wlm.com.au/clients/family-business/) - [Insurance & Financial Services](https://www.wlm.com.au/clients/insurance-and-financial-services/) - [Renewable Energy & Environment](https://www.wlm.com.au/clients/renewable-energy-and-environment/) - [Service-based & Other Business](https://www.wlm.com.au/clients/service-based-and-other-business/) - [Insights & Case Studies](https://insights.wlm.com.au/blog) - [Blog](https://insights.wlm.com.au/blog) - [Buying a property with a business partner](https://explore.wlm.com.au/buying_a_property_with_a_business_partner_download) - [How to minimise tax & risk with business structure](https://explore.wlm.com.au/business-structure-whitepaper-download) - [Contact](https://www.wlm.com.au/contact/) # News, views and more More than a blog, this page is where we release our latest market insights, case studies and other timely content. Check back often. ### Most Recent **[Categories](https://insights.wlm.com.au/blog/tag/financial-planning/page/4#!)** - [Accounting](https://insights.wlm.com.au/blog/tag/accounting) - [Business Owners](https://insights.wlm.com.au/blog/tag/business-owners) - [Australian Taxation Laws](https://insights.wlm.com.au/blog/tag/australian-taxation-laws) - [Financial Planning](https://insights.wlm.com.au/blog/tag/financial-planning) - [Tax Planning](https://insights.wlm.com.au/blog/tag/tax-planning) - [ATO](https://insights.wlm.com.au/blog/tag/ato) - [Superannuation](https://insights.wlm.com.au/blog/tag/superannuation) - [Professionals](https://insights.wlm.com.au/blog/tag/professionals) - [Home Owners & Investors](https://insights.wlm.com.au/blog/tag/home-owners-investors) - [Family Business](https://insights.wlm.com.au/blog/tag/family-business) - [25/26 Financial Year](https://insights.wlm.com.au/blog/tag/25-26-financial-year) - [Self Managed Super Funds](https://insights.wlm.com.au/blog/tag/self-managed-super-funds) - [Renewable Energy & Environment](https://insights.wlm.com.au/blog/tag/renewable-energy-environment) - [23/24 Financial Year](https://insights.wlm.com.au/blog/tag/23-24-financial-year) - [Construction](https://insights.wlm.com.au/blog/tag/construction) - [Trusts](https://insights.wlm.com.au/blog/tag/trusts) - [24/25 Financial Year](https://insights.wlm.com.au/blog/tag/24-25-financial-year) - [Case Studies](https://insights.wlm.com.au/blog/tag/case-studies) - [Insurance Underwriting](https://insights.wlm.com.au/blog/tag/insurance-underwriting) - [Personal Income Tax](https://insights.wlm.com.au/blog/tag/personal-income-tax) - [Payroll Tax](https://insights.wlm.com.au/blog/tag/payroll-tax) - [WLM News](https://insights.wlm.com.au/blog/tag/wlm-news) - [22/23 Financial Year](https://insights.wlm.com.au/blog/tag/22-23-financial-year) - [26/27 Financial Year](https://insights.wlm.com.au/blog/tag/26-27-financial-year) [![Navigating investment markets in uncertain times](https://insights.wlm.com.au/hubfs/Navigate%20uncertain%20markets%201200px.jpg)](https://insights.wlm.com.au/blog/navigating-investment-markets-in-uncertain-times) **Financial Planner** 27 June 2022 — 2 min read ### [Navigating investment markets in uncertain times like these](https://insights.wlm.com.au/blog/navigating-investment-markets-in-uncertain-times) As inflation returns, investors are now faced with a very different economic environment to the past decade. A decade of low-interest rates, low inflation and rising asset prices. You could forgive people for thinking that's just the way it is. [Read more](https://insights.wlm.com.au/blog/navigating-investment-markets-in-uncertain-times) [![Superannuation strategies for end of financial year 2022](https://insights.wlm.com.au/hubfs/Superannuation%20strategies%201200px-1.jpg)](https://insights.wlm.com.au/blog/super-strategies-for-eofy) **Financial Planner** 26 May 2022 — 3 min read ### [Super Strategies for EOFY](https://insights.wlm.com.au/blog/super-strategies-for-eofy) We talk to a lot of clients about the best strategies to maximise their superannuation balance prior to retirement. The more money you have in super when you retire, the more choice you have about your retirement lifestyle. At present, you and your.. [Read more](https://insights.wlm.com.au/blog/super-strategies-for-eofy) [![The effect of rising inflation](https://insights.wlm.com.au/hubfs/Inflation%201200px.jpg)](https://insights.wlm.com.au/blog/the-effect-of-rising-inflation-2022) **Financial Planner** 26 April 2022 — 3 min read ### [The effect of rising inflation](https://insights.wlm.com.au/blog/the-effect-of-rising-inflation-2022) The word 'inflation' doesn't only dominate business news headlines, but finds its way into general news reports too. So, what is inflation and how does it affect you? In simple terms, inflation signifies a rise in the price of goods and services,.. [Read more](https://insights.wlm.com.au/blog/the-effect-of-rising-inflation-2022) [![Sharemarket volatility is set to continue in 2022](https://insights.wlm.com.au/hubfs/Vollatility%201200px.jpg)](https://insights.wlm.com.au/blog/sharemarket-volatility-is-here-to-stay) **Financial Planner** 11 March 2022 — 2 min read ### [Sharemarket volatility is here to stay in 2022](https://insights.wlm.com.au/blog/sharemarket-volatility-is-here-to-stay) Volatility in markets is being driven by Russia's invasion of Ukraine, rising inflation and the prospect of a sharp slowdown in global growth. Although only 3% of global GDP, Russia has now largely been shut out of the global economy. Most Western.. [Read more](https://insights.wlm.com.au/blog/sharemarket-volatility-is-here-to-stay) [![](https://insights.wlm.com.au/hubfs/Wild%202022.jpg)](https://insights.wlm.com.au/blog/experienced-investors-preparing-for-a-wild-2022) **Financial Planner** 24 February 2022 — 2 min read ### [Experienced investors preparing for a wild 2022](https://insights.wlm.com.au/blog/experienced-investors-preparing-for-a-wild-2022) January was a tough month for financial markets, with concerns that rising inflation would lead to rising interest rates (and potentially lower equity prices). In January, equity markets started to take notice of this risk. The ASX 200 Index fell.. [Read more](https://insights.wlm.com.au/blog/experienced-investors-preparing-for-a-wild-2022) [![](https://insights.wlm.com.au/hubfs/Year%20of%20the%20Tiger%201200px.png)](https://insights.wlm.com.au/blog/year-of-the-tiger-roaring-or-bellowing) ![Amanda Rogers](https://insights.wlm.com.au/hs-fs/hubfs/AR%20headshot.jpg?width=400&height=250&name=AR%20headshot.jpg) **Amanda Rogers** 22 February 2022 — 4 min read ### [Year of the Tiger: Roaring or Bellowing?](https://insights.wlm.com.au/blog/year-of-the-tiger-roaring-or-bellowing) **The 2022 Luna New Year, Year of the Tiger, is courage and bravery. It is a year to drive out evil and one of momentum and change. The message; walk boldly with courage. And it seems the Reserve Bank Governor is aligned with this sentiment.** [Read more](https://insights.wlm.com.au/blog/year-of-the-tiger-roaring-or-bellowing) [![Unlocking financial secrets for different phases of life](https://insights.wlm.com.au/hubfs/Social%20(LkdI%2c%20FB%2c%20Twtr)%201200%20x%20628-1.jpg)](https://insights.wlm.com.au/blog/unlocking-financial-secrets-for-different-phases-of-life) **Financial Planner** 25 January 2022 — 3 min read ### [Unlocking financial secrets for different phases of life](https://insights.wlm.com.au/blog/unlocking-financial-secrets-for-different-phases-of-life) One of the keys to financial success is to adopt the right strategy at the right time. As you move through the stages of life, here are some tried and tested ‘secrets’ that will help you build and protect your wealth. [Read more](https://insights.wlm.com.au/blog/unlocking-financial-secrets-for-different-phases-of-life) [![Four financial resolutions to kick start the new year](https://insights.wlm.com.au/hubfs/2022%20Financial%20Resolutions%201200px.jpg)](https://insights.wlm.com.au/blog/four-financial-resolutions-to-kick-start-the-new-year) **Financial Planner** 15 December 2021 — 2 min read ### [Four financial resolutions to kick start the new year](https://insights.wlm.com.au/blog/four-financial-resolutions-to-kick-start-the-new-year) The dawn of a new year sees many people setting new year’s resolutions such as losing some weight or giving up smoking. [Read more](https://insights.wlm.com.au/blog/four-financial-resolutions-to-kick-start-the-new-year) [![Property investing and SMSFs](https://insights.wlm.com.au/hubfs/Social%20(LkdI%2c%20FB%2c%20Twtr)%201200%20x%20628.jpg)](https://insights.wlm.com.au/blog/property-investing-and-smsfs-the-differences) **Financial Planner** 23 November 2021 — 2 min read ### [Property investing and SMSFs – the differences](https://insights.wlm.com.au/blog/property-investing-and-smsfs-the-differences) Investing in property seems to be part of every Australian’s DNA. Given the significant growth in property prices in Australia, clients are now looking at using their super to invest in property via a Self Managed Superannuation Fund. [Read more](https://insights.wlm.com.au/blog/property-investing-and-smsfs-the-differences) [![Protect your estate from these mistakes](https://insights.wlm.com.au/hubfs/Estate%20planning%20mistakes%201200px.jpg)](https://insights.wlm.com.au/blog/protect-your-estate-from-these-mistakes) **Financial Planner** 22 October 2021 — 2 min read ### [Protect your estate from these mistakes](https://insights.wlm.com.au/blog/protect-your-estate-from-these-mistakes) It’s a sad but unavoidable fact: one day we are all going to die. You will most likely have clear ideas about how you would like your hard-earned wealth – your ‘estate’ – to be divided amongst your loved ones or other beneficiaries. However, estate.. [Read more](https://insights.wlm.com.au/blog/protect-your-estate-from-these-mistakes) [1](https://insights.wlm.com.au/blog/tag/financial-planning/page/1) [...](https://insights.wlm.com.au/blog/tag/financial-planning/page/1) [2](https://insights.wlm.com.au/blog/tag/financial-planning/page/2) [3](https://insights.wlm.com.au/blog/tag/financial-planning/page/3) [4](https://insights.wlm.com.au/blog/tag/financial-planning/page/4) [5](https://insights.wlm.com.au/blog/tag/financial-planning/page/5) [6](https://insights.wlm.com.au/blog/tag/financial-planning/page/6) [...](https://insights.wlm.com.au/blog/tag/financial-planning/page/9) [9](https://insights.wlm.com.au/blog/tag/financial-planning/page/9) ### Free Resources - [Whitepaper: How to minimise tax & risk with business structure](https://explore.wlm.com.au/business-structure-whitepaper-download) - [Whitepaper: Buying a property with a business partner](https://explore.wlm.com.au/buying_a_property_with_a_business_partner_download) - [E-Guide: 7 financial mistakes of builders and tradies](https://explore.wlm.com.au/financial-mistakes-of-builders-and-tradies) - [E-Guide: Tax and accounting considerations for setting up an insurance underwriting agency in Australia](https://explore.wlm.com.au/tax-and-accounting-considerations-for-setting-up-an-insurance-underwriting-agency-in-australia) - [A guide to the Federal Budget 2025 - 26](https://explore.wlm.com.au/a-guide-to-the-federal-budget-2025-26) - [EOFY Tax Planning Webinar](https://youtu.be/xhf7yafx8YE?si=TuqCM5eEtWPP91lg) - [EOFY business checklist](https://explore.wlm.com.au/your-business-end-of-financial-year-checklist) ### Blog Categories - [Accounting (169)](https://insights.wlm.com.au/blog/tag/accounting) - [Business Owners (143)](https://insights.wlm.com.au/blog/tag/business-owners) - [Australian Taxation Laws (126)](https://insights.wlm.com.au/blog/tag/australian-taxation-laws) - [Financial Planning (88)](https://insights.wlm.com.au/blog/tag/financial-planning) - [Tax Planning (76)](https://insights.wlm.com.au/blog/tag/tax-planning) - [ATO (56)](https://insights.wlm.com.au/blog/tag/ato) - [Superannuation (54)](https://insights.wlm.com.au/blog/tag/superannuation) - [Professionals (40)](https://insights.wlm.com.au/blog/tag/professionals) - [Home Owners & Investors (34)](https://insights.wlm.com.au/blog/tag/home-owners-investors) - [Family Business (30)](https://insights.wlm.com.au/blog/tag/family-business) - [25/26 Financial Year (25)](https://insights.wlm.com.au/blog/tag/25-26-financial-year) - [Self Managed Super Funds (23)](https://insights.wlm.com.au/blog/tag/self-managed-super-funds) - [Renewable Energy & Environment (20)](https://insights.wlm.com.au/blog/tag/renewable-energy-environment) - [23/24 Financial Year (18)](https://insights.wlm.com.au/blog/tag/23-24-financial-year) - [Construction (18)](https://insights.wlm.com.au/blog/tag/construction) - [Trusts (18)](https://insights.wlm.com.au/blog/tag/trusts) - [24/25 Financial Year (17)](https://insights.wlm.com.au/blog/tag/24-25-financial-year) - [Case Studies (17)](https://insights.wlm.com.au/blog/tag/case-studies) - [Insurance Underwriting (16)](https://insights.wlm.com.au/blog/tag/insurance-underwriting) - [Personal Income Tax (13)](https://insights.wlm.com.au/blog/tag/personal-income-tax) - [Payroll Tax (9)](https://insights.wlm.com.au/blog/tag/payroll-tax) - [WLM News (9)](https://insights.wlm.com.au/blog/tag/wlm-news) - [22/23 Financial Year (8)](https://insights.wlm.com.au/blog/tag/22-23-financial-year) - [26/27 Financial Year (8)](https://insights.wlm.com.au/blog/tag/26-27-financial-year) ## Subscribe Stay up to date with tax and accounting news, and subscribe to our newsletter. 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WLM does not however warrant the accuracy of the information and forecasts possibly contained in the WLM website. No visitor to the site should rely upon the information and/or recommendations contained in the WLM website. WLM strongly recommends that all prospective purchasers of securities should make their own inquiries and seek professional advice before acting on any of the information contained in the WLM website. Should you wish to seek advice, please feel welcome to [contact us](http://wlm.advisclient.com.au/contact/).