Ivy Wealth

2025-26 Federal Budget Analysis

Federal Budget 2025-26 Analysis Treasurer aims to “rebuild living standards”Much of the 2025 Federal Budget was already known,... https://eread.com.au/ivy/181471

Our friend and colleague, Rosie, is retiring today.
We will all miss her greatly. We wish her a wonderful retirement.
Rosie Harriss

Vale Gregory Lancelot Brown

I am saddened to announce that our dear friend and mentor Greg Brown has passed away after a brief illness.

Greg loved spending time with his family, his sporting passions, particularly hockey and cricket, holidaying in Bali with his beloved wife Linda and helping people through his work.

He will be remembered within the financial advice community for his over 50 years of work with a particular passion for personal risk life insurance. He has helped thousands of people to have a more secure financial future.

Greg was energetic and passionate about his work and clients, many of whom have become his friends over the years.

I wish Greg's family and many friends my condolences. I have known Greg my entire life and he has been not only a mentor in this time, but also a very close friend to myself and my family. I will miss Greg greatly.

Troy Williams
Ivy Wealth

A surplus for now but stormy seas ahead

Treasurer Jim Chalmers bills his 2023 Federal Budget as an economic strategy to help ease cost-of-living pressures.

To that end, he has delivered a modest but welcome package of cuts to healthcare, housing and energy costs as well as boosts to welfare payments for single parents and the unemployed.

Banking an unexpected bonus in increased tax revenue and rising commodity prices, the Albanese government has aimed to help the most disadvantaged while also looking ahead with new plans for renewable energy, defence and the arts.

But it has kept its spending under control to deliver a forecast $4.2 billion budget surplus – the first in 15 years.

The Treasurer sums up his second budget as “a plan for security, for prosperity, for growth”.

Federal Budget 2023-24 Analysis A surplus for now but stormy seas aheadTreasurer Jim Chalmers bills his 2023 Federal Budget as an... https://eread.com.au/ivy/155227

How do interest rates affect your investments?

How do interest rates affect your investments? - Ivy Wealth Interest rates are an important financial lever for world economies. They affect the cost of borrowing and the return on savings, and it makes them an integral part of the return on many investments. It can also affect the value of the currency, which has a further trickle-down effect on other inves...

Spend wisely in life. Alway ensure that your cost of living is less than your own income

Would you have the money to pay for an unexpected emergency

Time to refinance? Considerations for mortgage holders and businesses

Time to refinance? Considerations for mortgage holders and businesses - Ivy Wealth With the cost of living continuing to rise, it can feel increasingly hard to make ends meet in terms of your personal finances, and it can also be challenging running a business in an inflationary environment. One way of combatting inflation is to reduce the escalating cost of borrowing by reviewing...

There are only two ways to live your life

To help maintain your quality of life in retirement, planning ahead can help