Financial Planning

A wave of headlines this year has returned to a number that is hard to ignore. The Productivity Commission estimates that around $3.5 trillion in assets will change hands in Australia by 2050, as the baby boomer generation passes wealth to their children and grandchildren. It is the largest intergenerational wealth handover in the country’s

With the current RBA decisions affecting so many homeowners and property investors, we’re often asked whether it’s best to pay down debt or invest during high interest rates. The simple answer? There is no single best-fit solution.  Your decision should take into account factors such as your financial position, investment strategy, risk profile and tax

There is a growing trend we’ve noticed in financial planning, and that’s Australians seeking financial advice later in life.  While for some this may be due to a limited capacity to seek financial advice while younger, it also reflects the increased financial complexity that comes with age. Whether it’s financial planning for retirement, or help

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.