Wollemi Wealth Management in Lithgow, New South Wales | Financial planner

Wollemi Wealth Management

Locality: Lithgow, New South Wales

Phone: +61 409 831 343

Address: 25 Ordnance Avenue 2790 Lithgow, NSW, Australia

Website: http://wollemiwealth.com.au

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23.01.2022 Covid 19 What you can do to bring your super back from the Brink of death...... Ive written an interesting article providing some useful tips to rejuvenate your super balance----> https://bit.ly/Covidandsuper

23.01.2022 I believe we have the ability to choose how we invest our superannuation. Allowing Industry Super Funds to invest us in Default Asset Allocations based on our age not our Risk Profile is REDUCING our retirement savings #wollemiwealth Call me now for a risk free meeting

22.01.2022 Sunday mornings are for.......STUDYING! One last piece of the Financial Planning puzzle allowing me to keep providing good advice A 3 1/2 hour exam

22.01.2022 Remember all the bad days when markets were tumbling? A common question I was asked should I go back to cash? The answer I told my clients was No! Long Term Investing means staying disciplined . Everyday out of the market is a day of gains LOST

22.01.2022 Decided to see what the difference in fees a new client was being charged by an Industry Super Fund and compared to a fund I would recommend, hes paying over $3,000 each year more? Cant just base it on performance, you have to look at the savings LONG TERM. Want to retire with a larger nest egg? Free Assessment for all.

21.01.2022 Helping client’s means you have to deal with good news & life changing events including Cancer diagnosis. My job is important to me so I deal with the ups & downs, but at the end of the day, I’m here for them.....always

20.01.2022 Im seeing more & more prospective clients who are now considering their Financial future in these crazy times? The easiest solution is to get informed advice It cost nothing to get 2nd opinion, please consider the chance to get some financial direction moving forward

20.01.2022 The Aussie Market has picked up 13% of the 20% loss incurred during the Covid-19 Pandemic. Markets always come back and I think its important to see that in 2 months our markets have already spiked up Have a great weekend

20.01.2022 I like to keep an open mind about politics. I listen to both sides and take a proactive interest in what happens to our country. QandA provides me with a proactive perspective into our future #QandA

19.01.2022 This is the reason why we stay invested & dont panic. Everyday out of the market could see you miss positive gains like we are seeing today. www.wollemiwealth.com.au

17.01.2022 Its building...

17.01.2022 In difficult times deciding to transfer your super to cash to avoid further losses is an emotional decision not based on facts. Predicting when to get out of the market or back into the market is a mugs game. I never recommend short term outcomes because it fails every time. Holding your nerve & playing the long game works every time

16.01.2022 Whooo Hooo!! Our markets ended up on a 3 week high. Thats some good news for clients who understand markets will recover if they stay in the market. Each day out of the market is a day lost from clawing back losses

16.01.2022 Accessing Super Early due to Covid-19 will potentially minimise your retirement savings....unless........? There are strategies Im sharing with my clients to reduce the affect of accessing their super early and BOOST retirement savings, curious? Call me now to find out how I can help you too!

15.01.2022 Imagine if you moved your super to cash to protect your retirement nest egg? Everyday out of the market is a lost opportunity #financialadvice #wollemiwealth

15.01.2022 The Aussie Stock Market has jumped 2.05% on the back of a good night on US markets This is due to promising research results on a Corona Virus Vaccine

14.01.2022 As the containment of the Corona Virus continues to strengthen, our markets continue to rally as super balances are creeping back up, so good to see We have a long road to travel, best advice is to play the long game

13.01.2022 I drive my business through referrals. How else can clients know that Im a trusted adviser? My reputation is only as good as my clients recommendation....happy clients

12.01.2022 Industry Super Funds are outsourcing their Financial Planning to companies outside their firms. Why? Because of the 24,000 Financial Advisers in Australia, 4,000 have already left the industry. A further 4,000 are set to abandon the industry due to new ethical and educational standards. Its concerning for all super funds? Wait times are around 5-6 weeks Thats why Im well positioned to provide Financial Advice to all clients without bias.... Give me a call today for your appointment tomorrow. See more

12.01.2022 Construction day........COOL

11.01.2022 This is what happened in My Super when COVID-19 erupted, members sold down their portfolios back to cash at the bottom of the market & missed the rebound as markets came back. Human behaviour is as volatile as the markets if we dont stay disciplined. The value of my advice to clients has made sure their portfolios remain stable.

11.01.2022 Its not a time to panic with Superannuation Picking what markets will do could see you miss the rebounds that restores your balance #wollemiwealth #stayinvested #staycalm

10.01.2022 This is the reason not to panic and convert your super to cash to avoid market volatility. If we did, we would miss out on a 7.73% increase in the markets in a single day.

10.01.2022 Thats what I like to see, markets going up. Makes me happy for my clients when I see this, need more of it hey?

08.01.2022 New office is starting to take shape, its just time Im finding difficult to juggle because I wanna be in there working

08.01.2022 Investing in yourself if the first step in a journey of 1000 miles #wollemiwealth

08.01.2022 Deciding to go back to cash is a bad decision if you take Warren Buffets advice on investing He said I like my stocks how I like my socks......on Sale!

08.01.2022 Everyday its my job to see what markets, economies, governments are doing to get us back to normal. I love absorbing all this information so I can reassure my clients on how to get through this

06.01.2022 Taking the first step to improve your Financial is as simple as contacting Wollemi Wealth Management. Secure an obligation free appointment with Mark Hoy today. Social Distancing could be as simple as a phone call or videoconference at a time that suits you.....contact me today so I can help you on a path to financial security

05.01.2022 Im getting calls from new clients who are keen to get some financial advice in these uncertain times. Im available to everyone who just wants to get some assurance about the future. Free first meeting or two, no pressure, just providing a helping hand hey?

04.01.2022 This is a beautiful quote many of us dont think about...... "People dont buy life insurance because theyre going to die, they buy life insurance in order that others might live" My job as a Financial Adviser is to make sure you have the right level of cover. In fact I have reduced insurances in situations where I have found clients are over-insured. Thats what great about my job, its not a job Happy Friday

04.01.2022 The difference between an industry super fund and a retail super fund in terms of Financial Advice is 6-8 weeks You can make an appointment with me tomorrow... personal service is what makes the difference I dont hide fees or no disclosure of hidden fees, trust is important to me

04.01.2022 Industry Super Funds are now outsourcing their Financial Advice reducing their customer service obligations even further! Good news is Im always here for my clients and clients industry super funds dont want to look after?....

02.01.2022 Cant beat the Deep Ocean Blue colour of my new office, Ill post a video of the finished product, a professional office to see valued clients

02.01.2022 Still working talking to new clients helping them with their online super and insurance applications, 4 emails, 10 text messages and a confirmation phone call to ensure they are % certain of their decision. I love what I do, can you tell

02.01.2022 Difficult times requires confidence to ensure I provide the best advice possible. Everything I do is in the clients best interest

01.01.2022 In difficult times its important to understand things always get better, as humans its our ability to survive that places us above all other species. The 2 graphs show the difference between staying disciplined, riding things out or letting your emotions make the wrong decisions? Two different real life investors? I know what Im advising my clients and we will get through this together.

01.01.2022 Asking for help in this current environment extends to your financial situation. Im providing support to get through these uncertain, volatile markets.

01.01.2022 In Australia we will see 8000 Financial Advisers leave the industry as part of the changes to Educational Standards? Lucky Im not one of them