Flinders Wealth

Helping clients make smart choices with their money, get their financial house in order and increase their wealth. Posts and comments are not financial advice.

Financial Planner Melbourne & Mornington

15/09/2024

Unlock the Power of Professional Guidance with Flinders Wealth.

A recent study highlights that financial advisers boost client portfolios by an impressive 5.7%! 📈

Russell Investments’ “The Value of an Adviser” report highlights that financial advisers have continued to provide significant value to clients this year. Their expertise has been especially crucial in navigating the complexities of a bull market alongside a cost-of-living crisis.

From strategic asset allocation & savvy tax planning to essential behavioural coaching, advisers can help you navigate market highs and lows with confidence. 🌟

Our expertise ensures you stay on track. Trust in our guidance to keep your financial future secure and thriving! 💪

26/08/2024

“Our performance doesn’t come from what we buy or sell. It comes from what we hold. So the main activity is holding, not buying and selling. I’ve always wondered if it wouldn’t enhance an organization to say, ‘We only trade on Thursdays.’ And the other four days of the week, all you can do is sit and think.” — Howard Marks

We love this chart from Vanguard , it gives us great insights into the power of holding your investments & concentration within market.

Want to discuss more? Let’s connect and explore strategies to help safeguard your financial future.

19/08/2024

👀Let’s have a look at how 2 of the top-performing asset classes stack up against each other over the last 30 years!

What does your investment mix look like?

31/07/2024

📊 Inflation Update: What You Need to Know 📈

Latest ABS data reveals:

• 3.8% annual inflation rate
• 1.0% quarterly increase

Inflation has increased slightly but remains relatively stable and is in line with the RBA’s forecast. According to ABC News, “Economists expect the RBA to hold interest rates steady next week, with some predicting a potential rate cut in early 2025. However, cost-of-living pressures may persist into early next year.”

🧩 Key Points to Consider:

• The current rise in inflation suggests economic stability compared to recent peaks, but it’s still important to stay mindful of how it affects your lifestyle.

• Now might be a good time to review and adjust your financial plans to ensure they stay on track.

Want to discuss how to navigate these economic times? Let’s connect and explore strategies to help safeguard your financial future.

Retirement needs better planning in a changing world

20/06/2024

🔑 Planning for Retirement? Start 10 Years Out!
Early financial planning equals a better lifestyle later. 💼 🏡

Read these tips to start, and let's talk.

https://www.thenewdaily.com.au/finance/superannuation/2024/06/19/planning-for-retirement-pays

Retirement needs better planning in a changing world Record numbers of Australians moving into retirement in a world that is becoming increasingly uncertain so retirement needs real planning

The hidden debt that many first home buyers overlook

20/04/2023

The hidden debt that many first homebuyers overllook.

The hidden debt that many first home buyers overlook With indexation set to hit 7 per cent this year, experts are urging Australians to check in on their student loan.

08/08/2022

Money & Life Magazine

21/10/2021

The long-term view "we're growing trees and we hope those tress will turn into a forest" Magellan’s Hamish Douglass via today's AFR.

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http://www.flinderswealth.com.au/

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Suite 3. 1/170 Elgin Street
Carlton, VIC
3053

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