Testimonials

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 […]

Quarterly Compass – What’s happening in global markets and what it means for you.

Welcome to the quarterly update email for September. 2022 has been a crazy year so far. In the last three months of this year it’s important to reflect on some of the things that have happened and where things are heading. Most the world is still reeling from the effects of a global pandemic which […]

Case Study: Tim & Sally Starting Out

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 […]

Planning for your future – it is important to seek the help of a professional