WE. Insights
Insights
What changed, who it affects and what deserves a decision rather than a reaction. Written by our advisers for Australian families, business owners and retirees.
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The Money Habits Worth Passing On- 50/30/20 Rule of thumb.
Managing money shouldn’t feel complicated or restrictive. One of the most powerful things we see over time is how good financial habits…
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Investor Momentum Builds Nationwide—Victoria Remains the Outlier
Investor activity in Australia’s property market has surged to levels not seen in nearly a decade, signaling a renewed confidence among seasoned…
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Wealth Effect Group Month in Review – June 2025
Market Overview – May 2025Global Sentiment Improves In May, global financial markets continued their recovery, driven largely by a cooling of trade…
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Financial Planning in 2025
When Australians think about financial planning, retirement often comes to mind first. And rightly so—financial planning is about setting yourself up for…
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Five key themes shaped the financial landscape in 2023 & insights into 2024.
Key points – The five key themes for 2023 were: better than feared growth; disinflation; peak interest rates (probably in Australia too);…
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Why our pricing stacks up
I often get asked how does Our pricing “stack up” in the marketplace? It’s a question we continually ask ourselves and review…
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5 Accounting Tips To Prepare For End Of Financial Year
With the end of the financial year (EOFY) approaching, many businesses start to think about how to get ready. Checking that your…
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PLANNING AHEAD FOR FINANCIAL YEAR END
The financial year end can come in a rush.Now is a good time to ensure that you are well planned for when…
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WHY EVERYONE (YES, THAT’S YOU!) SHOULD CONSIDER GETTING A FINANCIAL PLANNER
You don’t need to be planning a family. You don’t need to have kids. You don’t even need to have a stack…
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March already? Our 5 key tips on how to get your finances sorted before EOFY…
Summer is over. Winter is coming up fast and so is the end of the financial year and dreaded tax time. Trust us,…
General advice warning. These articles are general information only and do not take into account your objectives, financial situation or needs. Each reflects the law at its publication date. Seek personal advice before acting. Wealth Effect Group (CAR 424768) and Andre Dirckze (AR 395157) are Authorised Representatives of Boston Reed Pty Ltd, ABN 89 091 004 885, AFSL 225738.