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 […]
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 […]
Case Study: Preparing for Life Events – Tim & Sally Starting Out By Kris Meuwissen Planning for your future – it is important to seek the help of a professional Tim and Sally, both in their late 20s from Melbourne, sought out the assistance of the team at Wealtheon – not really knowing […]
How do you stick to a budget and still have a life? This is a massive head scratcher for people! I speak to so many people about budgeting and their biggest fear is that they are going to have to go without. It’s a funny fear isn’t it? Because you want to spend the money […]
By Kristopher Meuwissen What the Tax? is a short article examining and deciphering solutions for tax reform in Australia. The need for tax reform Australians don’t mind paying tax. They just don’t want to pay more than they have to. We all agree that paying tax affords us a great healthcare system, welfare for those […]
