Budgeting and Goal Setting

Budgeting Financial decisions can be overwhelming, especially during a global pandemic. Taking a moment to create to plan and budget how you will achieve your goals is an important element to ensure better financial freedom and security. Identify your sources of income: Understanding your ability to gain income is crucial to budgeting. Depending on your…

Asset Allocation Styles

When investing, it is imperative that you are selecting a suitable asset allocation style that aligns with investment objectives. There are typically 3 asset allocation styles investors use to build and maintain their portfolios. These are strategic, tactical, and dynamic asset allocation. In this month’s edition of WD Life, we will compare these allocation styles…

Superannuation

The Importance of Superannuation

The hustle and bustle of life can often lead to superannuation being an afterthought. However, as the cost of living rises and people are living longer, having a healthy super balance is becoming increasingly important. No matter your stage of life, it is never too early or too late to be pro-active about your superannuation. In…