LM Wealth Partners

23/08/2023

01/07/2022

Happy New Financial Year!🙂
Any guesses where this beautiful beach is?
Hint: It's in Australia somewhere.

22/03/2022

Check out this little beauty! We recently won the "Business Growth of the Year" award at our licencee's Annual Conference 👍 Woohoo. Had an awesome time catching up with other great Financial Planners and picked up some excellent tips to serve clients even better 👍

17/02/2022

Inflation has recently been a discussion topic with clients. Below are some everyday items and what they may cost in the year 2051. A cup of coffee will cost $9.45!

24/01/2022

The Wall Street crash of October 1929 heralded a worldwide depression that saw one in three Australian breadwinners unemployed. In what became known as the Great Depression, hunger was commonplace, people ate bread and dripping or bread with a little milk and sugar. Soup kitchens were set up to feed the starving and sustenance payments, “the susso”, were made in the form of foods such as bread and potatoes.

25/12/2021

Merry Christmas!!!

22/10/2021

Income stream = Great way to fund retirement ⛱

30/07/2021

67 years old is your Age Pension eligibility age if born after 1/1/1957. Hopefully with your superannuation contributions over the years you'll be in the fortunate position of being a "self-funded retiree" and won't need an Age Pension 👍 The upper assets threshold for a 'homeowner couple' is currently $884,000 (excluding your home). If you're renting, the upper threshold is $1,100,500.

01/07/2021

The new financial year starts today. Aaand we're in lockdown again! Hope you're all doing ok. I have a feeling that travel agents will be pretty busy once this stupid virus goes away...