What are some of the common myths surrounding life insurance
What are some of the common myths surrounding life insurance The most common question we receive from our clients is “do we really need life insurance?” To be fair, the…
Wealth Depot Advance Seminar: “Super – The Current and The Future”
Wealth Depot is pleased to invite you to our: WD Advance Seminar, “Super – The Current and The Future”. Our role as a financial adviser is not just to…
Top reasons for Life Insurance Claim denials
People hold life insurance to have peace of mind if a crisis happens and to protect their loved ones when the time comes. However, not all life insurance claims are…
Achieving your Financial Dreams
We all want to be debt free, have money saved and be able to live a comfortable lifestyle when it comes to retirement. Sometimes, our decisions or unexpected events may…
We have concluded our Advance Seminar series for 2018.
That is a wrap!
We have concluded our Advance Seminar series for 2018.
We loved hosting many of our clients, new guests and our valued referral partners Muscillo Romano CPA, Grasso Searles Romano Lawyers to bring fresh new ideas and strategies to life.
Topics covered were across investment portfolio construction, investment strategies, financial markets and how to utilise the true strength of a SMSF to create wealth and provide a legacy to your family.
A big thank you to our partners and contributors, AIA Morningstar.com.au Implemented Portfolios Pty Ltd and I Love SMSF – SMSF Education and Membership Platform for your support and willingness to bring fresh and new ideas to our clients and team at Wealth Depot.
A massive applause to our team at Wealth Depot for assisting to make all the events a success and reality. They work tirelessly to ensure our clients feel welcome and catered for always.
We look forward to hosting more events in 2019!
A final thank you to Min & Co. for providing the delectable canapes and gourmet feasts that we enjoyed at our events. Be sure to check them out for all your catering and function needs!
Do You Need $1 million to Start a SMSF
We have witnessed a lot of talk in the media regarding the appropriateness of Self-Managed Superannuation Funds (SMSF), this has been driven largely by the findings by the Royal Commission…