Wealthly Advice

5 stars from our client Tina, who we have helped along with her two children manage their financial position.

Fiat currency (AUD) vs Digital currency ( )

$1 Australian dollar in 2015 is now worth $0.78 in 2023.

$1 worth of Bitcoin in 2015 is now worth $99 in 2023.

Yes, some of our clients hold cryptocurrency but you need to carefully consider your investment strategy and be willing to take on heightened risk. It's definitely not for every client!!

Not financial advice. For educational purposes only.

Stop following the herd.

Build your own pathway forward and create a wealthy future.

This quote doesn't only apply to shares but other asset classes to such as property.

has the highest level of stress in the developed world.

According to figures from the the cost or repaying loans is >15% of income.

If you are feeling stressed with repaying your mortgage, drop us a DM and we will investigate how we can help.

🏠Doreen

We had the opportunity to assist our long-standing clients to refinance their beautiful home north of Melbourne.

Our advice left our clients better off by:

💰 $2k interest saved first year
💸 $45k interest saved overall loan
⏰️ Shaved 3 years 2 months off loan
💲 4k cashback received

They now have additional cashflow to assist with their wealth creation in the lead into retirement.

DM us about your situation, and let's see how we can help you.

When clients engage us to give them advice, we are straight up, professional and give them every every bit of value possible.

We've been able to help Kara in multiple advice areas over the years. Just recently she completed an overseas European property purchase with future retirement aspirations in Portugal on the cards.

There is a reason our clients stay with us long-term and allow us to help them on their journey to building financial freedom.

One thing I learnt early on in my career is that there will always be something going on in the world that is impacting financial markets.

Yesterday, the RBA kept rates on hold, which might please some people who have a mortgage but the economists will tell you that there is about a 40% chance of another rate hike before the end of the year & they look likely to stay higher for longer.

The markets have fallen and erased 2023's gains as a result.

While many people get nervous about the sharemarket, we help people manage their position, diversify their assets and ensure they are comfortable with their risk profile.

For some of our younger and more aggressive clients, I'd point them to the below graph which highlights that since 1900 we've had a positive sharemarket 81% of the time (100/123).

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📢 Self-Licensing Announcement

Wealthly Advice along with Distinct Wealth and Grow & Protect are now licensed under our own Australian Financial Services License - VAS Financial - #548419.

It was a big step and a long process to achieve self-licensing with the Australian Securities & Investment Commission.

It is a requirement for us Financial Advisers to be registered and licensed. Advisers are normally authorised representatives of 3rd party providers however since the Royal Commission into the industry, many advisers have left the big licenses like AMP Financial Planning and gone to either smaller boutique licenses or started their own.

It's an important milestone for myself.
I was told by some that I wouldn't make it on my own in terms of running a Financial Advice practice because it is a tough industry.

Almost 1 year down & many more to go!

Also looking forward to working closely with my new license partners Stewy & Andrew 🙏