Wealth Elements Money with Purpose in Indooroopilly, Queensland | Financial planner
Wealth Elements Money with Purpose
Locality: Indooroopilly, Queensland
Phone: 07 3878 8767
Address: 40 McDougall Street 4064 Indooroopilly, QLD, Australia
Website: http://www.wealthelements.com.au
Likes: 126
Reviews
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25.01.2022 Even if you hate finance, there are things you must know. Watch out for our No one cares about your money series starting soon!
24.01.2022 Well done boys. Let's go one better next time! Thanks for making us look good!
24.01.2022 We went to an economic update hosted by Colonial First State yesterday. A quick summary to keep it as simple as possible. U.S - Everything is starting to normalise after years of quantitative easing. It is likely rates are on their way up next month. This will affect world bond markets.... EUROPE: - Unemployment improving across the board. Greece is still totally stuffed. Their prime minister has given up. CHINA: - A slow-down is occurring. Chinese investors jump from property investment to stock market investment and back again causing extreme volatility. They then push money offshore (Aus Property). Thanks to margin lending products emerging in Chinese banks, the markets were on Red Bull until last month... AUSTRALIA: - We are caught up in China's slowdown which includes our stock market. Nothing new there. - Growth and productivity below forecast. - It is going to be very difficult to get traction over the next few years and income growth is now at a stand still which is a real problem. Property keeps going higher. - Migration to Australia is now slowing. - For the first time in history the same amount of units are being built as houses. A shift in demographic. - The government (Libs & Labor) continues to look to the next election and not to our long-term prosperity and competitiveness. CONCLUSION: - Stock market losses are not due to a true economic downturn as such but rather markets coming back down to where they should be. Long-term averages prevail.
23.01.2022 http://www.behaviorgap.com/finding-enough/
23.01.2022 IF YOU WANT TO SOLVE YOUR MONEY PROBLEMS, the cool thing is that it starts with something that is very much within your control. That thing between your ears! Before a decision to buy anything is made, run your mind past these 3 checkpoints: 1. Is it in my budget? (Actually review what you recorded) 2. Is this something I really value in my life?... 3. Do I need this now? If you answer NO to any 2 of the 3 its a no go. You may not realise it now but you probably just stopped your emotions from robbing your future self of financial independence. This week give your money real purpose!
22.01.2022 If you get this podcast on values driven budgeting then your financial life will simplify and become so much more enjoyable! Check it out. https://www.behaviorgap.com/values-based-budgeting-freein/
22.01.2022 Wisdom from people that actually made money investing! http://wealthelements.com.au/wisdomfromgreatinvestors/
22.01.2022 If you get this podcast on 'values driven budgeting' then your financial life will simplify and become so much more enjoyable! Check it out. https://www.behaviorgap.com/values-based-budgeting-freein/
20.01.2022 Sometimes its good to know that we are thought leaders in our profession because ultimately it is our clients who get the benefits. Here is an article I wrote in an industry publication. Check it out.http://www.riskadviser.com.au//13545-saying-goodbye-to-com
20.01.2022 Well done boys. Lets go one better next time! Thanks for making us look good!
20.01.2022 Do the things that most won't! http://wealthelements.com.au/babies-planning-money/
20.01.2022 This Christmas, collect $50 each from your family members and donate it to a charity you believe in. You do not need anymore stuff this Xmas and you will save money.
19.01.2022 We hear a lot of advice about personal finance that seems to focus on playing defense or building a bigger wall to avoid misbehaving. What happens if we go on the offense, too, and get to the root of our money issues? http://bgap.co/1W401wZ
18.01.2022 How true is this of our finances. "There are risks and costs to a program of action. But they are far less than the long-range risks and costs of comfortable inaction." - JFK
18.01.2022 Thanks Peter! Working with Dean has been an extremely positive experience. Trust is what I value most and Dean has shown his commitment to positive customer relationships, transparency, as well as open and continuous communication to ensure you are happy with his plans. His work is thorough and ensures all financial bases are covered. Having trust and peace of mind is invaluable, and Dean evidently ensures that. I certainly would recommended him to anyone. http://www.adviserratings.com.au/adviser/reviews/?id=6069
17.01.2022 You have to learn to master your money! New York Times best-selling author and influential financial coach Robert G. Allen has said, 'Money is one of the most important subjects to study in your entire life. Some of life's greatest enjoyments and most of life's greatest disappointments stem from the decisions you make about money. Whether you experience great peace of mind or constant anxiety will depend on whether you get your finances under control'.
17.01.2022 We are proud to launch our new website! Does your money align to what you value?
16.01.2022 Successful wealth creators are those who stick to their plan, keep investing and gain the benefits of compounded returns. The poorest are usually those who can't sit tight and end up making emotional decisions based on what is happening today. https://www.behaviorgap.com/market-viewpoint-5-days-5-years/
15.01.2022 Friends, colleagues and networks. Please take the time to read this. It is a real life scenario I am working on right now. You don't want this to happen to you.
15.01.2022 Really proud to be speaking at the 2015 FPA National Congress in Brisbane next week on the future of professional advice.
15.01.2022 Global and domestic stock markets drop by 5%. Wealth Elements gets no calls or emails whatsoever from its clients. Winning. On a serious note, if you truly know why you are investing and therefore have a solid plan, days like these will not phase you and your portfolio will be better for it. Don't be like the rest!
14.01.2022 I was asked to comment on a consumer question from ratings website Adviser Ratings. "Experts say I should sell all of my shares and equities because the market is looking risky. What do I do?" Check out Wealth Elements response and vote for your favorite answer!... http://www.adviserratings.com.au//is-market-looking-shak/
12.01.2022 YES! https://www.inc.com/jeff-bercovici/tech-resolutions.html
12.01.2022 We received spam in the post yesterday from a project marketing company for 7 different unit developments going up in Brisbane. Developers behind these projects pay financial planners 5% per property to sell them to their clients. They also pay project marketing companies to produce flashy brochures with lovely stories behind the one in a million investment opportunities. Please be mindful of these 'off the plan' investment properties and those who sell them. Remember that t...he sale price has been increased by sometimes $50,000 or more to pay the adviser and the marketers. The buck stops with you. Make sure you do your research and that the investments you choose matches your personal goals and circumstances. Look out for our "No one cares about your money" series starting soon where we look at all the things you must know about your money.
11.01.2022 CLIENTS, YOU GOT THIS! Take 5 and check out these three important points when digesting this weeks markets and the distribution of fear in the media. https://youtu.be/U10Bc3oQ3pk
10.01.2022 Little changes each month put more money in your pocket for the things that you actually value!http://wealthelements.com.au/find-money-without-pay-rise/
09.01.2022 A proud day for us to celebrate 3 years of hard work with our clients Alan & Nicki. Patience and discipline to save the right deposit for the right time. Stick to your strategy and don't get caught up in the hype and noise of property markets. Enjoy your home guys!
09.01.2022 Thanks to our clients for their reviews! http://bit.ly/1Y03jT3
07.01.2022 Do the things that most wont! http://wealthelements.com.au/babies-planning-money/
06.01.2022 A wise person should have money in their head, but not in their heart. - Jonathan Swift
05.01.2022 The Wealth Elements and Elements Group team. Xmas lunch. Awesome team
05.01.2022 Well its no surprise but if you live in Brisbane and rent at the moment, your total housing cost is the cheapest it is ever going to be. Use this market cycle to be smart, save, invest and pay down debts so you can get ready to buy your home in the future. Be patient and make every month count. https://lnkd.in/gWg_QSv #personalfinance
04.01.2022 The sooner you start, the less money you need to achieve your goals!
02.01.2022 To all of our followers thus far. I have put years of sacrifice into building a truly objective and independent personal financial advisory business and with the launch of our new website soon I want to know, What do all of you actually want to know when it comes to money? I want to give people high quality objective information that will add value. What is that for you and I will keep it in mind for our You tube channel and blog.
01.01.2022 We love this quote. So true! "Too many people spend money they earned..to buy things they dont want..to impress people that they dont like." - Will Rogers
01.01.2022 Even if you hate finance, there are things you must know. Watch out for our 'No one cares about your money' series starting soon!
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