08/09/2026
Some people are hesitant to work with a financial advisor because of a bad experience or hearing bad things. When we can turn them into advocates, we know we are doing the right thing
Angel Advisory
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We bring experience, energy and passion to building your wealth through strategy, advice & management
linktr.ee/angeladvisory.aus Wealth is personal.
Wealth is about more than just money. It is family, friends, experiences, achievement, adventure, security, hope, legacy, love, promise and so much more. At Angel Advisory we make your wealth, our priority. Helping you build it through strategy, advice and management, while you focus on what matters most to you. We do financial advice differently to most. We aim to be more than just your advisor.
08/09/2026
07/09/2026
When is the right time to get financial advice?
A client recently told Stefan, I wish I had gotten advice sooner. The real benefit comes once you've got free cash flow, you're a busy professional, or your tax situation is getting complex.
If that sounds like you, learn more at angeladvisory.com.au
General information only. Speak with a financial adviser before making investment decisions.
06/09/2026
Is $5 million enough to stop worrying about your finances? Not quite.
High net worth individuals face a different set of challenges: making sure your money keeps working for you, avoiding unnecessary tax, protecting what you've built, and planning your estate properly.
Our new ebook, "Top 13 Insights for High Net Worth Clients ($5m+)", walks through all of this and more. Link in bio to view the full guide. General information only. Speak with a financial adviser before making investment decisions.
02/09/2026
We're spending 2 days at an investment conference with our asset consultants Zenith Investment Partners. Day 1, we had some amazing insights from Amy Xie Patrick from Pendal Group, Laura Stolfi from Nuveen, a TIAA company, Felicity Walsh from Franklin Templeton, Danny King from Natixis Investment Managers. Not to mention hearing from some of the many superstars from Zenith, such as Damien Hennessy, Andrew Yap, and Dugald Higgins.
Some key takeouts:
• The workforce has always been changing and a larger and larger portion is services
• The AI stack has 5 categories - Applications (industries to use it) + Models (such as Anthropic/Claude) + Infrastructure (Data Centres) + Chips (Semi Conductors) + Energy (Utilities). It is safe to expect these themes to continue to play out. But be careful, how much is a normal portfolio exposed to this? It is estimated a Balanced Portfolio has a 15% exposure to AI.
• The RBA is expected to increase rates and housing has come off 3% since March 2026. Will we see property come down 9-10% like it has in the past?
• Government Debt to GDP is at its highest level since 1947. Should this worry you?
• Private Markets (such as credit, equity, property and infrastructure) has gone from having less than 50 funds and less than $1 billion under management in 2006, to more than 550 funds and over $18 billion under management in 2026 hence it's becoming very important to choose the right and experienced manager
• Have public markets become better quality and are companies that find it difficult to raise money in public markets, being driven towards privately raising funds?
• If interest rates are continuing to increase then make sure any bond duration is it 0 as this could make negative bond returns.
• What is the difference between trusting a smaller fund manager versus a large fund manager with global backing
02/09/2026
Are you prepared for the real cost of a private school education?
For some Sydney families, that figure can top $500,000 per child. Our new ebook, "Top 10 Strategies to Pay for Private School Fees," shares ten practical strategies to help you plan ahead, from picking the right investment vehicle to making the most of sibling discounts and last minute placements.
You'll also find a look at some of Sydney's most expensive schools for boys and girls.
Link in bio to view the full guide.
General information only. Speak with a financial adviser before making investment decisions.
31/08/2026
Business Owners get busy and it is easy to neglect what your money is doing outside of the business... This is why we are happy when we can take control of this for our time-poor business owners
30/08/2026
What could change the way you retire, before you even get there?
Life expectancy is rising, home ownership is falling, and super legislation keeps shifting. These are just some of the trends reshaping retirement for everyday Australians.
Our ebook, "Ten Trends That Will Affect Retirement in Australia," walks through all ten, from the economic impact of COVID-19 to the growing self-employed population without adequate super.
View the ebook (link in bio).
General information only. Speak with a financial adviser before making investment decisions.
26/08/2026
Helping people become comfortable retiring is what we are passionate about.
26/08/2026
Would you put an extra $300,000 into your super if you had the chance?
For Australians over 55, selling the family home could open the door to one of the biggest super opportunities available.
But there's a catch.
That decision could also affect your Age Pension, estate planning, and how easily you can access your money later on.
The right answer depends on your goals, not the tax concession.
We've broken down when downsizer contributions can work brilliantly, and when they might not be the best move.
Read the full article, link in bio.
Know someone thinking about downsizing? Share this with them.
24/08/2026
Is your super really set up to get you a comfortable retirement?
Teaching offers a stable income, but that stability can mask a bigger issue: many teachers, particularly those outside the old legacy super schemes, are heading toward retirement with a real funding gap they haven't planned for.
Our new ebook, "Teacher's Guide to Financial Planning," walks through the financial realities unique to teachers and offers clear, practical steps toward long term financial independence (goal setting, protecting your plan, and making the most of options like salary packaging).
View the ebook, link in bio.
General information only. Speak with a financial adviser before making investment decisions.
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