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…
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…
We all want freedom and leisure for life after work. Living in a lovely home, visiting family and friends, traveling overseas and enjoying the activities that we don’t have time for now. Retirement savings plans are set up so you can enjoy your retirement years. The sooner you start the less you need to…
Wealth Depot was very proud to have been a part of the 9 News feature on the issue of women retiring with less super than men. Check out Sebastian from 1 minute 10! Video transcription below: There’s a fresh push to make sure Queensland women have more money to enjoy retirement. Right now, the gender…
As individuals look to take more control over their retirement assets, Self-Managed Superannuation Funds (SMSFs) are becoming increasingly common in Australia. However, as APRA fund regulated funds continue to become more customisable, is the hype around SMSFs warranted or are you better off steering clear? In this months edition of WD life, we look at…
As the cost of living including housing prices continues to rise, many parents are providing greater financial security for their children. This has led to more family discussions regarding the transfer of wealth. Transferring wealth between generations can be a challenge when there are many parties involved with different opinions and no clear plan in…