Leora Wealth

There is something about the start of Spring that makes it feel like a good time to take stock, clear out the cobwebs and think about what’s next.

Our latest Leora Wealth newsletter is now available. This edition includes a few topics that are particularly relevant if you are starting to think about retirement or simply getting your financial affairs in order.

We take a look at:

💡Transition to Retirement. How a TTR may help you gradually reduce your working hours, maintain your lifestyle and potentially make more of your super in the years leading up to retirement, in a tax effective way.

💡Your Estate Plan. An important reminder that your super doesn’t automatically form part of your Will, and why keeping your beneficiary nominations and estate plans up to date matters.

💡And something a little different – why stepping outside our comfort zone and continuing to learn, try new things and challenge ourselves can be so important as we get older.

A good financial plan isn’t just about numbers. It’s about having a plan that gives you the confidence & flexibility to enjoy the next chapter of your life.

Hope you enjoy our Spring newsletter here:
https://eread.com.au/leora/201783

Invest & Plan with confidence. Leora Wealth is the perfect place to begin. Learn how a well-structured financial strategy can be the difference between security and uncertainty.

Understanding your goals, building a tailored plan for your situation, can be the path to your long-term success.

Visit our website to explore resources that can help you to make the right decisions and book a Discovery call, no obligation. We are here to guide you toward financial clarity.

https://leorawealth.com.au/who-we-help

Every day I hear worries about money in retirement.

How much do I need? How long will it last? Can I afford to...? What if markets fall? I don't want to feel locked in.

Understanding how your income works when you retire brings real relief — and the confidence to actually enjoy the years you've worked so hard for. It is a big change when the paycheck stops coming, not only financially, but also emotionally.

I'm passionate about helping people work through exactly this. When you understand how your income works, those worries start to ease. You'll know you're going to be okay — and that you can enjoy this next chapter.

Give us a call on (07) 3379 9901, or send me a message — happy to talk through what your retirement income could look like.

I'm thinking about running a short session on retirement income for anyone who might find it useful — comment below or send me a message if it is something you might like to know more about.



General advice only.

Life doesn't stand still — and neither should your insurance.

A new job, a growing family, a bigger mortgage, a pay rise. Each of these can quietly leave you under-insured or, just as easily, paying for protection you no longer need.

A quick yearly check-in means your policy is working for the life you're actually living — not the one you had when you first took it out. When did you last review yours? Contact us to arrange a 15 minute call with one of our insurance specialists for a quick check on your cover (07) 3379 9901. General information only.

Super changed on 1 July — and mostly in your favour.

Employers now pay super on payday rather than quarterly, contribution caps have gone up, and more can be moved into the tax-free retirement phase.

A few of the changes are worth a closer look if you're approaching retirement, have had a high-income year, or have savings sitting outside super.

We've pulled it all together in a short read 👇 Happy to talk it through if anything raises a question for you. General advice only.

Superannuation: more relevant than ever A range of superannuation changes that came into effect on 1 July 2026, are reinforcing the role... https://eread.com.au/leora/199213

The RBA remains in wait and assess mode. The decision to leave rates on hold at 4.35% was no surprise. This followed a decision to leave rates on hold in June after three consecutive rate hikes earlier this year. For information on inflation and future rate movements read our snapshot here.

Another hawkish RBA hold at 4.35% – expect one more hike later this year Key PointsThe RBA left the cash rate on hold at 4.35% for the second meeting in a row. Some... https://eread.com.au/leora/201294

Five easy ways to get more into your super fund before the end of the financial year.

With the end of the current financial year fast approaching, time is running out if you’re planning to boost your superannuation balance before 30 June. Even just a small change now makes a difference.

https://eread.com.au/leora/198480

Your 30 June superannuation checklist Five easy ways to get more into your super fund before the end of the financial yearWith the end... https://eread.com.au/leora/198480

After three consecutive rate hikes the RBA left rates on hold at 4.35% at its June meeting, however we continue to expect a further rise in rates this year.

https://eread.com.au/leora/198863

The RBA undertakes a hawkish pause – we continue to expect a further rise in rates Key PointsAfter three consecutive rate hikes the RBA left rates on hold at 4.35% at its June... https://eread.com.au/leora/198863

Hello, I’m Danielle — Founder and Director of Leora Wealth.

I started Leora Wealth with a simple purpose: to help people feel more confident about their money, their future and the decisions they make along the way.

I know financial advice can sometimes feel overwhelming, so my approach is clear, personal and education-focused. My goal is to make sure you understand your options, feel supported through the process and have advice that is tailored to your goals, circumstances and stage of life.

At Leora Wealth, I help clients with retirement planning, personal insurance, superannuation & investments. I am a strong believer in personal risk insurance - protecting your income and assets against unexpected illness or injury is a key part to any financial plan. Over the past 10 years, more than $16 million in insurance claims has been paid to my clients — a reminder of just how important the right advice can be when life takes an unexpected turn.

Outside of work, I’m a busy mum to three daughters and two spirited French bulldogs. Creating meaningful change through my work, while being present for my family, is a big part of why I love what I do.

Whether you’re planning for retirement, rebuilding after a life change, wanting to feel more in control of your finances or simply unsure where to start, I’d love to help you feel clearer and more confident about your next steps. It's never too early or too late to start.

I look forward to meeting you.
www.leorawealth.com.au

Danielle
Founder & Director, Leora Wealth

Want to know how you could reduce your taxable income, pay less tax and build a nest egg for your future? Salary sacrificing as little at $20 a week could make a difference, but have little change to your take home pay.

Call now to book a free, no obligation discovery session and we will show you how.
(07) 3379 9901