The numbers are in for asset class performance in 2025, and once again, growth assets are the clear winner. Australian and international shares, and Australian property, continue to outperform cash and fixed interest savings. For the calendar year ending 31 December 2025, international shares were the best-performing asset, with a return of 12.5%. For the
At Newealth, every financial plan we create is carefully tailored to individual goals, life stage and financial situation. We know that goals can change and your financial status can shift, which is why it’s important to review and adjust your financial strategy regularly. A new year provides the perfect opportunity to do just that. It’s
True wealth isn’t built overnight. It’s built over time with expert financial planning, patience and discipline. Markets fluctuate; trends change. For financial success, remaining focused and resolute is key. Dejan Pekic has been helping clients build generational wealth for over 35 years. His top tips for long-term wealth management? A strategic financial plan, a steady
Tariffs are bad news because they increase the cost of goods however it appears that the US Tariff War is proving to be a one-time jump in prices.
So, you’ve noticed current market volatility. Having concerns about your investments is normal, but downturns are not unusual – and not a reason to panic.
Australians’ confidence in financial security is eroding due to a combination of cost-of-living pressures, the associated mental health impact, and a lack of professional financial advice.
Warren Buffett’s final annual letter marks the close of an extraordinary chapter in investing – a small reminder of what truly matters in wealth creation.
Many people think financial advisers just pick investments, but investment advice is just one part of a much larger role.
Over three decades in financial planning, Newealth has seen booms, busts, bubbles and recoveries. The biggest lesson? Patience pays off.
Treasurer Jim Chalmers has announced amendments to the proposed superannuation tax changes outlined last year. The modifications, which address criticisms of the original blueprint, may drive some investors with superannuation balances over $10 million towards alternative investments.
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General Advice Warning: The information contained on this web site is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.