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  • About Us
    • Wealth Investors Overview
    • Hear From Our Clients
    • Who We Are
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(03) 9001 0467
info@wealthinvestors.com.au
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Insights

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Insights
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Protecting what matters most

We plan for holidays, home renovations, and retirement but we’re less likely to plan for the unexpected. Life insurance is one quiet but powerful way

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9th September 2025

Strategies for an unexpected retirement

The best time to start planning for retirement is yesterday. But the second-best time? Today. About two-thirds of Australians retire earlier than they anticipated because

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2nd September 2025

Time to clear your digital cobwebs

Spring cleaning isn’t just for closets. We’re used to tackling physical mess. We clear out closets, sort through garages, and sometimes even face that overflowing

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26th August 2025

Planning is key as SMSFs enter new phase

Self-managed superannuation funds (SMSFs) have long been associated with older Australians and small business owners looking for greater control over their retirement savings. But recent

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19th August 2025

Keeping your cool when the markets heat up

Investing isn’t just a numbers game. It’s an activity that stirs various emotions from hope and optimism to fear and anxiety. Whether the ASX is

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12th August 2025

Market movements and review video – August 2025

Stay up to date with what’s happened in the Australian economy and markets over the past month. Interest rates and tariffs continue to influence markets

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5th August 2025

Steer your way back from budget blowouts

You’ve been doing all the right things when it comes to saving your hard-earned cash. You’ve cut back on luxury getaways and culinary splurges, exercised

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29th July 2025

Nurture your team and watch your business thrive

Running a small business in today’s competitive landscape means constantly looking for ways to stand out, stay efficient, and deliver value. One of the most

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22nd July 2025

Less hibernate, more activate

When the temperature drops, it feels like more of an effort, but getting outdoors, even when it’s chilly, can do your brain and body a

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15th July 2025

Superannuation Changes 2025: What You Need to Know to Maximise Your Retirement Savings

TL;DR The SG rate has increased from 11.5% to 12%, boosting employer contributions. The transfer balance cap has risen to $2 million, affecting retirement phase

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8th July 2025

Legacy or liability? Planning a smooth wealth transfer

Australians inherited an estimated $150 billion in 2024, an increase of more than 70 per cent in a decade, according to a JBWere report.i It’s

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1st July 2025

5-Star vacations without the 5-Star budget

If you enjoy a touch of luxury when you get away, thinking about the ideal vacation can conjure up daydreams of sipping champagne by an

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24th June 2025
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Contact Us
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Level 9, 477 Collins St

Melbourne VIC 3000

Call (03) 9001 0467
Email: info@wealthinvestors.com.au
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Wealth Investors Australia Pty Ltd ABN 660 490 479 trading as Wealth Investors is an Authorised Representative of Synchron Advice Pty Ltd ABN 33 007 207 650 (Representative No. 1003086) Australian Financial Services License 243313.

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

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