WY Advice in Sydney, Australia | Financial planner

WY Advice

Locality: Sydney, Australia

Phone: +61 1300 973 856

Address: Mosman 2088 Sydney, NSW, Australia

Website: http://www.wyadvice.com

Likes: 663

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• Business service
• Business consultant
• Financial planner

25.01.2022 The time is over when investors just allocate capital to real estate and get great returns, she said. Investors need to have a very clear idea about what they are looking to achieve: Is it alpha, income return or pure diversification? .....

25.01.2022 Study shows 90 per cent of family fortunes are depleted by the third generation .... maybe luck as a factor in wealth creation has no relevance past generation one ...

25.01.2022 Living within such challenging times with the global COV-19 virus pandemic. It is great to see the government support at the moment for businesses and individuals to cope in these circumstances. For more information on eligibility please click below or call the ATO corona virus hotline to discuss your exact circumstances - 1800806218... We will be running an online webinar for our clients and the online community on the 28th of April at 10am on family wealth management strategies to survive a crisis.

24.01.2022 Wonderful evening at the Ramaviotti foundation awards back in Brisbane #foundation #awards #biomedical #investing #philanthropy @ Howard Smith Wharves

24.01.2022 Talking investments #networking #business #investing #lunch

23.01.2022 Information on the NSW small business grant for eligible businesses to assist cover unavoidable business costs such as utilities, overheads, legal costs and financial advice due to COVID-19. We are also hosting a free webinar on the 28th of April 2020 at 10am to discuss family wealth management at this time - https://register.gotowebinar.com/register/84772277118447591

21.01.2022 Good way to get out to the rain

20.01.2022 Finally good to see some focus on net returns not just lower fees

19.01.2022 Private investing is currently growing at a faster rate than the public markets. Do you actively review your portfolio given this? https://www.afr.com//hamilton-lane-sees-more-capital-flowi

18.01.2022 Almost time to start thinking about doing your tax - some great ideas within this article. We are looking forward to working with our clients & their accountants on ensuring they are paying less tax & growing their ncome & wealth for the future. For any assistance feel free to get in touch

13.01.2022 Happy New Financial Year This time of year is historically the best time for smart savvy investors to assess what the next 12 months will look like & with the guidance of their advisers, will work out how best to place their portfolios to maximise their wealth over the coming year. Over in the USA close to half of Americans (48%) report spending less now than they were pre-pandemic, and 36% have changed how much theyre investing.... Also almost six out of 10 Australians are taking action on their personal finances as the coronavirus causes a rethink. From checking superannuation to reviewing insurance or refinancing mortgages, millions of households are making money moves they had previously put off, research has found. If its now time to create some new wealth building habits & forget about those habits & investments that no longer serve you, then feel free to get in touch.

13.01.2022 Commsec Market Daily Market Update. Discussing winners and losers and showing that the market is pricing in expected revenues over the next 12 months. It's a very uncertain time at the moment - if you need help with your investments to manage your risk, income & want to look for opportunities feel free to get in touch.

12.01.2022 To listen to our full webinar on Family Wealth Management during a crisis held in April click the link below -

11.01.2022 Happy Monday! Looking forward to the family wealth management during a crisis webinar tomorrow at 10am. For anyone who hasn't already registered please click here so that we can send you an e-mail with a link to participate - https://register.gotowebinar.com/register/847722771184475917 Speak to you tomorrow.

10.01.2022 To watch the latest webinar from WY Advice - "Family Wealth Management during a crisis" click on the link below - And if you want to discuss wealth management at this time please feel free to get in touch

10.01.2022 What a rebound in the equities market over the past few months - are you optimistic or pessimistic about this quick return?

09.01.2022 More information on COVID-19 Stimulus Packages released by the governnment. If you need help discussing any of these please feel free to get in touch.

08.01.2022 Speaking with another adviser in NY 2 weeks ago about how overpriced the markets appeared to be .... two weeks later .... it's days like today that you realise wealth management is around managing unlisted versus listed assets ....https://www.abc.net.au/news/2020-03-02/share-market-asx-

07.01.2022 Family office investing is all about finding the right opportunity ... not just any opportunity

04.01.2022 Great incentive from Salesforce & Council of Small Business Organisations Australia (COSBOA) with their Salesforce Care Small Business Grants to Australia. Check the link below to see if your business is eligible.

03.01.2022 Happy 30 June To start the new financial year off right with a wealth management plan to grow your wealth in a tax effective manner outside of your business don't forget to get in touch today

03.01.2022 Do you think any of these investment bias's are having an impact on the market today?

03.01.2022 Regardless of the endless debates around superannuation and it's purpose coming from canberra, as its now end of financial year it's time to start thinking about how your tracking towards financial goals. The original puporse of superannuation was to ensure that Australians can manage their own assets & retirement strategy versus relying on government investment decisions & hand outs at the age of which they should likely stop work. Without the presence of clear wealth manage...ment plan often individuals can end up paying additional tax, making short sighted investment decisions & or not evaluating the risks of their decisions which can end up having longer term impacts. Also equally defaulting to thinking you'll be looked after by the government & relying on government investment decisions in these times comes with a bucket load of risk.

01.01.2022 No surprises here that most withdrawals where linked to industry funds - you certainly get what you pay for when it comes to your wealth management

01.01.2022 Looking forward to next Tuesday webinar on Family Wealth Management ... to register click below -