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Is Financial Advice worth it?

Is Financial Advice worth it? If you ask Reddit if financial advice is worth the money spent then you will be inundated with hate mail about financial advisers. As a financial adviser myself, I know what I do for clients but I have been looking for hard data on how much value we really do […]

Is Financial Advice Worth It?

Disability Support Pension Problems – A Case Study

Disability Support Pension Problems – A Case Study If your client receives a personal injury compensation payment of around $500,000 after a workplace accident, it may affect their eligibility for a disability support pension. Read on to find out how disability support pensions can impact compensation. When a court awards a lump sum for damages, […]

Disability Support Pension & Compensation

Simple deduction to save on tax

There is a tax rule that every Australian needs to be more familiar with that can save everyone over the age of 18 a heap of money every year and can wipe off a heap of capital gains. Extra Super contributions. Why is it beneficial? Super is only taxed at 15% so anyone making more […]

save on tax through superannuation

Quarterly Compass – January 2023

Welcome to the New Year and the January quarter! Lauren and I hope you have had an excellent festive break and you are taking full advantage of all of this hot weather. We have some exciting things that we are working on this year at Wealtheon which I am really excited to be developing. We […]

Work, life, travel – you can do it all!

Recent events have caused many to re-evaluate their life priorities and many dream of experiencing another country’s culture while earning a living.