Wealthy & Wise Lifestyle Planning in Sydney, Australia | Property

Wealthy & Wise Lifestyle Planning

Locality: Sydney, Australia

Phone: +61 1300 226 271

Address: 84 Nicholson Street 2031 Sydney, NSW, Australia

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

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25.01.2022 It’s tempting to think that as time moves forward, so do you. You grow further as a human being, more of your goals are fulfilled, your career gets better, your relationships get better, your life becomes more and more. But the reality is that sometimes you have to backtrack (this is always a little frustrating). Or something off to the side catches your eye and you go to explore it. At others times you walk around in circles longer than you care to admit (and probably d...on’t even know it at the time!). And still, at other times you feel stuck so you sit down right where you are and don’t move for a bit. Even though you could say that life always moves forward, forward doesn’t always mean straight ahead. #life #goals #motivation #friday #wealthyandwise #moneymindful #insurance #amazing #goldcoast #bondi #coogee #bondi #weekend #financialplan #financialadvice #finance #lifequotes #lifeisgreat See more

23.01.2022 If you’ve been putting all your extra cash into your home loan, well done. Paying your loan off sooner could potentially save you a lot of money on interest. However, owning a safe and reliable car is just as important, particularly if you have a family or need to travel a distance to work. So if you need a new car, how can you afford it if your home loan has been your priority? Is there a way to get the best of both worlds? The answer is yes! Find out how it works.

22.01.2022 Yesterday the RBA chose to keep the official cash rate on hold at 1.5 per cent. What this means for you? Interest rates remain low, so it’s still a great time to invest in property or to purchase a home! Despite some lenders raising interest rates on both owner-occupier and investment loans in recent months, interest-only and investor loans remain cheaper than a year ago. The debate about housing affordability, negative gearing, capital gains tax discounts and borrowing throu...gh Self-Managed Super Funds has dominated the news in recent months, and it will be interesting to see what the federal budget holds next week. Interest rates are really on the move outside of the RBA’s decision, so now more than ever is the time to seek expert advice about your home loan or investment property. We can compare hundreds of different loan products to find you a competitive deal that suits your budget and financial goals. Please give us a call today! #RBA #interestrate #wealth #money #budget #homeloan #mortgage #property #investment #firsthome #tax #finance #financialadvice #loans #goals #success #wealthyandwise #lending #riskprotection #insurance #amazing #moneymindful #mindful #investor

20.01.2022 Our vision is to be the number one lifestyle planning and advisory Australia wide. We believe that financial knowledge is one of the most uncommon yet essential skills and everyone should have access to financial tools and resources. Those who are free from financial stress are happier, successful and wiling to give back to the community. We are out to change the world one household at a time. #vision #investor #property #propertyinvestment #coogee #sunrise #mindful #moneymindful #amazing #insurance #tax #lifestyle #knowledge #happy #healthy #wealthy #wealthyandwise #plan #budget #money #lmbdw #loan #mortgage #broker #clovelly #goldcoast

19.01.2022 If you have a dog you don’t need to bark. If you have a financial planner, it's one less thing on your to-do list. Gain peace of mind knowing that your financial future is being looked after. Stress less, get in touch with us today.... 1300 226 271 [email protected] www.wealthyandwise.com.au

19.01.2022 Treasurer Scott Morrison, delivered the 2017-18 Federal Budget fostering ‘Fairness, Opportunity and Security’ and a vision to return the budget to a $7.4 billion surplus in 2021. The Budget’s proposed ‘practical’ measures were based on four main principles.

11.01.2022 Are operational efficiencies defeating strategy in advice businesses? Wealthy & Wise Lifestyle Planning Head of Strategic Planning Scott Heathwood explores in his article for IFA Magazine. Read here: https://www.ifa.com.au//28136-are-operational-efficiencies

09.01.2022 It is no accident that our name includes the words "Lifestyle" and "Planning". Your personal goals, including the kind of lifestyle you want to live, are the starting point for the strategies we develop. The financial actions we recommend are parts of the plan aimed at achieving those goals and that lifestyle. Whatever your goals may be, keep in mind that how you use your present financial circumstances can determine how you fulfill your dreams and make them your reality. #2021 #goals #lifestyle #planning #setgoals #money #budget #coogee #clovelly #bondi #goldcoast #southport

09.01.2022 Look for the positives around you and opportunities that may present themselves unexpectedly #financialfreedom #lifegoals #lifestyle

04.01.2022 "Understanding the outcomes of behavioural biases can provide insight into the investors’ confidence levels when making financial decisions, and the psychological make-up of the decision maker where losses carry more weight than equivalent gains." Read us unpack this statement in our latest article on behavioural finance: https://www.linkedin.com//must-knows-behavioural-finance-h