Downie Wealth Management in Perth, Western Australia | Financial service

Downie Wealth Management

Locality: Perth, Western Australia

Phone: +61 8 9227 7424

Address: Unit12, 152 Great Eastern Highway Ascot 6000 Perth, WA, Australia

Website: http://www.downiewm.com.au

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25.01.2022 We continue to follow the advice from the Government and health officials to keep you, and us, safe. However, we are still open for business and keeping an eye on the fluctuating markets for all our clients. Stay safe, stay well, and remember we are here for you.

24.01.2022 How would your organisation cope if something happened to a key person? Unexpected events can play havoc not only with peoples lives but also with businesses. However, business owners are often so busy they dont stop to consider the true cost of the loss of a key employee, business partner or even themselves.... The knock-on effects may include disruption to other staff, missed opportunities, delays or penalties for late delivery of projects, lost revenue, increased expenses, significant costs to find and train a suitable replacement, loan repayment and even loss of the business. However, insurance is the only practical alternative where a business doesnt have the capacity to cover its risks.

23.01.2022 As we journey through life, there are all sorts of financial obstacles and pitfalls to negotiate. Good financial advice can help you avoid financial pitfalls, and we can help you with that.

22.01.2022 Whilst we may change the way we do business to keep you, and us, safe and well, we are open for business as usual. We continue providing financial advice to our clients and community during these uncertain times. Stay safe, stay well, and remember we are here for you.

21.01.2022 Given the high prevalence of dementia in Australia we all want to do whatever we can to reduce or at least slow down the affects, right? Well it could be as easy as staying mentally, physically and socially active as well as eating well and regularly checking our blood pressure and cholesterol.

20.01.2022 Money is a big part of it of course, but its not ALL about money. Watch this video and you'll see that there's so much more to it than that.

17.01.2022 Stay on top of your business finances Finances can make or break your business, so its vital to keep them in check.

16.01.2022 You dont want to leave a legacy of bad blood between family members and it can, and does, so easily happen. Estate Planning can help to cap your life off well and I can help you get it sorted swiftly and affordably, so give us a call.

16.01.2022 **ATTENTION ALL SMALL BUSINESS OWNERS AND ANYONE WHO MAY BE INTERESTED** I am part of a networking group called BNI which aims to assist small businesses to pas...s on, well business! This Thursday I have the opportunity to give a presentation based on aspects of family law which I specialise in. You will have the opportunity to chat with the other members of the group and obtain new contacts during the meeting! Its this Thursday 23 July at 7:00am (sorry I know its early) at the 7th avenue bar and bistro If youd like to come this Thursday, please send me a DM and Ill send you the details!!

10.01.2022 As record numbers of Australians transition into retirement, considering your retirement lifestyle, the cost of living and your expected annual retirement income, is crucial in your retirement planning.

10.01.2022 https://vimeo.com/283600165

10.01.2022 Are you affected by the increase in the Age Pension’s qualifying age? Take steps now to avoid getting caught short on retirement income.

08.01.2022 Why should I care about lost super? Did you know there is about 14.8 million Australians with a superannuation account, 40% of which hold more than one account? Some of that 40% make up the $18 billion in lost super. Is some of that yours?

07.01.2022 Heres why you need income protection Your ability to earn an income is usually one of your biggest assets, so why not protect it?

06.01.2022 A money-wise wedding: Creating a budget for the big day If youve created your budget and despair of affording your dream wedding any time soon, dont worry. Here are some tips to help you reign in your costs. Limit your guest list to your favourite people: At $100 per head, every 10 guests cost you $1,000. Think outside the box when picking a wedding venue: A park, garden, art gallery or friends house may be more affordable than a hotel, and the natural ambience can save yo...u money on decorations. Book an out-of-season wedding: It can be cheaper to schedule a wedding in winter, on a week night or a Sunday morning. Keep your menu simple: Stick with the specialties of the season and region, consider canapes or buffets over three-course meals, and ask for house spirits (not top-shelf varieties) or beer and wine. See more

06.01.2022 Confidence is the Elixir of Life

04.01.2022 Good money habits start at a young age and can have an impact on financial behaviour later in life. How much is enough?

03.01.2022 https://vimeo.com/266642532

03.01.2022 What is Bitcoin? Bitcoin is a type of digital currency known as a cryptocurrency. It operates on a decentralised peer-to-peer networked program on your computer, meaning that transactions can be conducted between a buyer and seller without the need for any third party oversight such as a regulator or bank. The underlying technology that makes all cryptocurrencies possible is the blockchain. Bitcoins wild run... Bitcoins value has oscillated wildly. It peaked at US$20,000 in mid-December 2017, lost 40 per cent of its value within a week, then bounced back and hasnt stopped bouncing since. What are the risks? Bitcoin certainly has all of the hallmarks of a speculative bubble and history is littered with plenty of examples of speculative fevers that ultimately collapsed. Another risk is regulation. Some cryptocurrencies are becoming the preferred medium of exchange for criminals due to anonymity, if governments can find a way to crack down they surely will.

02.01.2022 Value of advice

02.01.2022 Money hacks for teens and young adults Help your teens and young adults manage how they spend and save. So your teenagers and young adults know how to spend, but do they know how to budget for the things they really want? Learning good money management should be an essential life skill.... Get advice Young adults face many big decisions, but helping them get serious about money management early can make life easier as they get older. A visit to your financial adviser with your child may also help them develop good money management skills.