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

Volunteering in retirement: finding purpose, structure, and joy

Retirement might be just around the corner, or maybe you’ve recently crossed that exciting threshold. You’ve worked hard for decades, and now ready to trade

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17th June 2025

Smart moves before the financial year ends

The end of the financial year is an opportunity to optimise your financial strategy, take advantage of tax deductions, and set yourself up for the

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10th June 2025

How the $3m super tax may affect you (and what to do next)

As the federal government moves to introduce a new 15 per cent tax on superannuation earnings above $3 million (known as Division 296 tax), concerns

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3rd June 2025

Scams: knowledge is protection

Scammers operate in an ever-evolving space and the scams of today are far more sophisticated than they have ever been, targeting even the most financially

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27th May 2025

5 steps towards a financially fit retirement

If retirement is just around the corner, the current financial climate may make you feel a little uneasy. Watching the markets fluctuate might leave you

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20th May 2025

Forging new bonds – how bonds work

Bonds are not usually the flashy upstarts of the investment world with their every move reported, like stocks. But the Trump Administration’s extraordinary refashioning of

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13th May 2025

The generation redefining aging

As we advance into the 21st century, the concept of aging is undergoing a transformation, largely thanks to a new generation of “oldies” who don’t

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6th May 2025

How to financially ease into retirement

Deciding when to retire is a big decision and even more difficult if you are concerned about your retirement income. The average age of Australia’s

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29th April 2025
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Contact Us
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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 National Planning Partners ABN 25 620 741 326 (Representative No. 1298004) Australian Financial Services License 503734.

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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