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Make Your Money Last A Lifetime

Make Your Money Last A Lifetime For anyone who was ever paid fortnightly or monthly, the need to budget to ensure you had enough money to see you through until the next payday was essential. In many ways, a retirement income can be similar, albeit within a much longer timeframe. Research shows that the biggest […]

How to Plan For an Unexpected Partner Leaving From Your Business

A guide on buy/sell agreements and insurance ownership structures by Kristopher Meuwissen   The premature death, disablement or long-term serious illness of a business partner is one of the most overlooked but preventable business risks I see business owners take time and again. Let’s set the scene: you and your partner/s are running a great […]

A guide on buy/sell agreements

Creating a Financial Safety Net Is 50% Insurance and 50% Asset Creation

Creating a Financial Safety Net Is 50% Insurance and 50% Asset Creation By Kristopher Meuwissen We all know that protecting your income is important. You have been told a thousand times that you need to make sure that you have enough in case you can’t work anymore. So naturally people think that when I talk […]

Andrea’s Claim

Andrea’s Claim – An Insurance Claim Case Study By Kristopher Meuwissen   *Names changed for privacy What I’m about to tell you is the story of the first ever claim on insurance that I helped one of my Melbourne clients through. I was much younger then and predominantly giving insurance advice to clients. I started […]

Wealtheon Winter Wrap Up 2020

Hey guys, As we move into the much warmer weather of spring, we thought we’d look back on Winter 2020 and share our thoughts on this season. This year has been a rollercoaster of financial, emotional, personal, and political events. Whilst sometimes it feels as though the last three months have been nothing but difficult […]

winter wrap up 2020