WSN Wealth in The Rocks, Sydney | Financial planner

WSN Wealth

Locality: The Rocks, Sydney

Phone: +61 2 9994 8058

Address: Level 4, 29 Kiora Rd Miranda 2228 The Rocks, NSW, Australia

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

Likes: 155

Add/Update information

Reviews

Tags

• Financial service
• Financial planner

25.01.2022 Uncover, Discover, Recover the Road Through Recession. With the official confirmation from the treasurer that we are in recession, Emmanuel Calligeris unpacks the related issues we are now confronted with. What is the definition of this recession should we be worried? Where will some of the opportunities rise from. How are our markets responding to this announcement of recession and how current world events such as our trade with China and the civil unrest in USA are impacting the economy.

24.01.2022 Better see your tax agent...

23.01.2022 You can't rely on a government pension when you retire. Start to plan... or plan to fail! https://www.abc.net.au//pressure-to-overhaul-age-/11295722

23.01.2022 We've seen life normalising in the past week but it's definitely not back to "normal". Personally I've been back in the office full-time for a couple of weeks and have seen a rise from about 10% of the desks occupied to about 40% this week. The fear has eased and no doubt most of us are just getting on with it but if you follow the financial markets it seems to have a different idea on a daily basis, although the trend is positive. In this latest video update, The rollercoast...er may have slowed down but there are likely to be many road-bumps along the way. Emmanuel Calligeris shares his insights into how companies will report in a Covid 19 environment , including such things as asset write-downs. He discusses the need to look for total return not dividends, the timing of when the stimulus will get to wallets and impacts on trade with other countries. He discusses the internal road-bumps such as the resumption of consumption and employment. See more

21.01.2022 Stock picking ain't easy, just ask the professionals. It's your long term strategy that counts. Get in touch with us to work out your best strategy. https://www.wsnwealth.com.au/contact-us

21.01.2022 Why insure your car but not your most VALUABLE asset??

19.01.2022 In this fourth edition of Ground Control Emmanuel Calligeris the Chair of the Easton Wealth Investment Committee discusses the RBA forecasts, his views on the relationship of the Australian Dollar to the US Dollar, provides an explanation on how we can get to 'negative' oil prices, the liquidity crisis faced by some large super funds and what he sees as the road out with the warning signs we need to be cognizant of. Grahame Evans CEO of Easton Wealth also discusses early access of Superannuation for those impacted by the economic damage of COVID-19.

19.01.2022 Contact us now through our email [email protected]

19.01.2022 "be fearful when others are greedy and greedy when others are fearful" Warren Buffett

19.01.2022 VANGUARD’S SCENARIO ANALYSIS POINTS TO DEEP, SHORT RECESSION https://www.hub24.com.au//vanguards-scenario-analysis-poi/

19.01.2022 https://www.nsw.gov.au//10000-grants-to-provide-fast-reli/

18.01.2022 Making voluntary contributions can create a comfortable retirement Get in contact and have a chat!

17.01.2022 We shared with you our first online presentation at the end of March 2020 where share markets bottomed, and most investors were in deep panic and fear mode because of the fallout of the global pandemic. The presentation was well received and many of our investors managed to remain calm, and most importantly, remained invested albeit at an extremely challenging time. Share markets have since bounced strongly as governments around the world have acted swiftly with substantial s...timulus packages and central banks have dropped interest rates. Investors have somewhat come to terms with the ‘new normal’ and are now more focused on the future amid a patchy recovery of economic and business activities. Please join Emmanuel Calligeris, Chairman of the Investment Committee, for a second update on the investment markets. In this presentation, Emmanuel provides a deeper dive into the performance of different asset classes throughout this unprecedented period and has offered a balanced outlook of global and domestic economy.

15.01.2022 We've had 3 clients claim on their cover in the last month alone. The most shocking part is they are all in their 30's with young children!!! Protect the most important things in life.. Yourself and your family! https://www.businessinsider.com.au/why-it-pays-to-get-life-

14.01.2022 Don't get carried away by the headlines....they can contradict each other in the same minute of the day. If you act out of panic, you're acting irrationally.

14.01.2022 "A wide gap has formed between interest rates for fixed and variable home loans, but borrowers may have a limited window of opportunity to take advantage of it." https://www.domain.com.au//why-a-gulf-has-formed-between-/

12.01.2022 How super is your industry super? Over the past couple of years in particular I've had clients ask about why I haven't recommend an industry super fund. The truth is I do for some, especially for smaller balances with no insurance needs. The more you have however, the more you can do to grow and protect your wealth. One of the reasons why I wouldn't recommend some industry funds are the lack of transparency with their investments. I've seen advertised "balanced" funds that ju...st aren't balanced. This article highlights one of the cracks. I hope members can get their money when they need it most . https://www.macrobusiness.com.au//hostplus-panics-to-shut/

12.01.2022 Don't let the big end of town eat away YOUR savings! Help is just one call away...

12.01.2022 There has been some big changes that might leave you exposed. Don't be caught out. Check your account or give us a call, 02 9994 8058. https://smallcaps.com.au/superannuation-insurance-disaster/#

12.01.2022 How's your rate going?

11.01.2022 Financial Planners have now been granted status to witness a Commonwealth statutory declaration - equal with lawyers, medical practitioners and JP's. Finally!

11.01.2022 It could cost you $400,000 over your working life!

10.01.2022 Will OVERCONFIDENCE, especially later in life affect your legacy?? The way Mundine went out was no different to so many champions before him, Ali and Tyson for example. Luckily for them they've made their fortune... Behavioural finance tells us most people believe they're above average investors... Don't let YOUR OVERCONFIDENCE affect your legacy.

08.01.2022 If you can be bothered to save THOUSANDS. Review your mortgage regularly. https://www.afr.com//westpac-s-grab-for-170b-mortgage-mark

08.01.2022 Most of us won't have enough. Stop procrastinating, plan now! call 02 9994 8058 or [email protected]

06.01.2022 Money is cheap! But what does that mean for you?

06.01.2022 Take a look at this very informative clip on how different countries from Italy to South Korea have handled the COVID19 outbreak. The biggest surprise was how the USA compares and what this could mean for investors! And remember, the best times to buy is when panic and fear are at its maximum... Stay safe everyone ... https://www.nabtrade.com.au//n/2020/03/roger_s_view_on_the

05.01.2022 The truth is we don't exactly know where we are in the cycle... The below can show you how to take emotion out of your investment strategy and make market volatility work for you. https://www.franklintempleton.com.au//en-/common/ju510odu

05.01.2022 The RBA just lowered the cash rate by 25 basis points to 0.50%. Read the official statement below.

03.01.2022 This edition of Ground Control we have special guest Andrew Inwood from CoreData Research who provides some valuable insights based on the research CoreData have been doing. Specifically around the adviser sentiment, how are the advisers really feeling during these times of uncertaintyPositive? Optimistic or Pessimistic? Andrew also explains how client sentiment is travelling with a huge drop on 1st April, but what have the statistics shown thereafter? Have you heard of the ...term The Hammer and the Dance? The biggest question people are searching for is what happens in the second wave of the Corona Virus? We find out the relevance of the Hammer and the dance and explore the three potential scenarios of economic recovery that we are potentially faced with. Diving into the market and investor behaviour, Andrew reinforces that today’s financial world currently is going to be asymmetric, there is hard work involved in understanding what is happening right now. Communication is vital and Andrew introduces a post Jungian (Carl Jung) Behavioural Framework and how you can use it to break down clients into 4 distinct behavioural segments. Understanding this, helps you to understand and communicate effectively during times where nervous tension is very much prevalent. There are so many gems in this episode of Ground Control! We hope you enjoy. https://eastonwealth.wistia.com/medias/8qm9zu4arf

02.01.2022 Another BANK bites the dust! Contact WSN Wealth for strategic advice. Not our own products....