Advantage Wealth

16/12/2025

It's that time of year again!🎄 We would like to wish you a safe & Merry Christmas and Happy New Year. Our last day is Friday the 19th of December, the office will then be reopening on Monday the 5th of January 2026.✨

01/10/2025

We have also welcomed a new director and Financial Planner, Dusty Rychart. Many of you may know Dusty from his professional basketball career with both Cairns and Brisbane. He brings a strong financial planning skill set. With his appointment we now have 3 Financial Planners on the team, including Drew and Ben.

24/10/2024

We would like to take this opportunity to thank Brigitte, as today is her last day working for Walden Financial Planning. After over 17.5 years she's moving on and we really could not thank her enough for the work and commitment she has put in with us over the years. We wish you all the best in your future endeavours and will miss you greatly. ❤️

17/07/2024

https://www.amp.com.au/insights-hub/blog/investing/olivers-insights-australian-shares-at-new-record-highs?utm_source=SilverpopMailing&utm_medium=email&utm_campaign=Live_send_240717_Oliver%27s%20Insights%20(1)&utm_content=

This article looks at the outlook for the Australian share market which has risen to new record highs above the 8000 level for the ASX 200.

14/05/2024

https://www.amp.com.au/insights-hub/blog/investing/economic-implications-fed-budget-2024-25?utm_source=SilverpopMailing&utm_medium=email&utm_campaign=Live_Send_OIlist_240515%20Federal%20Budget%20Shane%20and%20Diana%20message%20(2)&utm_content=

Read about the economic and investment market implications of the 2024-25 Federal Budget announcements.

13/05/2024

Our Latest Quarterly Newsletter!

With the end of financial year in our sights, now is the time to think about giving your retirement planning a boost with an injection of funds to your super before 30 June. We also outline the superannuation changes commencing on 1 July 2024.

Before you start to invest your hard earned money, it is critical to understand what your overall goals and objectives are. We have outlined a number of things you should consider first.

Upcoming changes to Australia’s tax system mean it’s time for investors to review their investment strategies. Discover what the changes are and how they may impact your investment strategy.

Interest rate rises have been at the forefront of conversations over the past 2 years and it’s still up in the air as to when the RBA will start reducing the cash rate. Find out why investors are focused on where interest rates are headed.

Read about it all at the link below.

With the end of financial year in our sights, now is the time to think about giving your retirement planning a boost with an injection of funds to your super before 30 June. We also outline the superannuation changes commencing on 1 July 2024.

07/05/2024

https://www.amp.com.au/insights-hub/blog/investing/olivers-insights-seasonal-patterns-in-shares?utm_source=SilverpopMailing&utm_medium=email&utm_campaign=Live_send_240506_Oliver%27s%20Insights%20(1)&utm_content=

This article looks at seasonal patterns in shares and whether its time to “sell in May and go away” along the lines of the old share market saying.