Geelong Wealth Advisers

18/03/2025

Working can be hard but make it worthwhile by planning a great holiday!

In today’s fast-paced world, the significance of taking leave and investing quality time with loved ones cannot be overstated. Our professional lives often consume vast portions of our waking hours, leaving limited opportunities to nurture the relationships that truly matter. Taking regular leave ...

17/10/2024

Are you planning on travelling before or after retirement?

In an increasingly crowded and fast-paced world, the allure of remote travel destinations where one can truly escape the hustle and bustle is more compelling than ever. Both within Australia and internationally, there are numerous hidden gems where serenity and solitude can be embraced. Here are the...

29/09/2024

Are you looking to travel when you retire from working?

We recently assisted Bill & Mary to retire 5 years earlier than they expected and commence taking the dream holidays they deserved straight away!

By working together we demonstrated to them, where they were now and where they could be!

If you would like to know what your future could look like, please get in contact and book an introductory appointment.

https://calendly.com/geelongwealthadvisers/financial-advice-meeting

Australia is a country of breathtaking natural beauty, rich history, and diverse landscapes, offering an endless array of family-friendly travel destinations. While the Land Down Under is known for its expansive wilderness and coastal charm, travelling with kids can often get expensive. However, wit...

19/09/2024

Would you like your investments and super to work harder?

12/09/2024

The trusty old veggie garden, the trifecta - mind therapy, healthy and savings all at the same time!

In recent years, the growing trend of cultivating your own vegetables has become increasingly popular. Whether it’s a backyard plot, a community garden, or even a small balcony container setup, growing your own food not only helps reduce grocery bills but also ensures access to fresh, nutritious p...

15/08/2024

Do you have your retirement plans all organised?
Peace of mind can be very powerful when you are about to reap the rewards of all your hard work!

A happy retirement is a deeply personal and varied concept, reflecting the diverse aspirations, values, and lifestyle preferences of individuals. For some, retirement might mean the freedom to travel the world and explore new cultures and landscapes. For others, it could involve spending quality tim...

08/08/2024

Do you leave the fur baby at home or take them with you?

Are you getting ready for a long-awaited holiday? You probably have plenty of preparation and planning to do, especially if you have pets. Whether taking your pet with you or leaving it with a trusted caregiver, there is still much to take care of. Travelling with your pet If you are travelling by c...

13/06/2024

After what has been a super cold day...are you off to a warmer climate?

As winter sets in, the warmer climates of northern Australia become increasingly appealing. If you have some free time, a thirst for adventure, and a dislike for cold, wet weather, consider heading north. Pack your sunhat and shorts, organise the caravan, and embark on a road trip! The Northern Terr...

28/05/2024

What are your top ten?

The end of the financial year (EOFY) is a critical period for individuals and businesses alike. Proper planning and organisation can lead to significant tax savings and ensure compliance with tax laws. Here are ten essential EOFY tax tips and the importance of consulting an Accountant or Financial A...

16/05/2024

Are you prepared for retirement life, after working hard to build up your nest egg?

Have you ever thought about life after retirement? If you have, you most likely think about the best things in life: a happy family, good health and wealth. The only way to make this dream retirement a reality is to have the right retirement plan. Below are some tips for an amazing life after retire...

14/05/2024

Where are you going on your next trip, local, interstate or international?

If you’re an Australian or British retiree, retirement is the perfect time to travel the world and explore the places you’ve always wanted to see. Travelling may lead to much more than just a relaxing vacation, too. Seeing the world in your 50s, 60s, and beyond can also be good for your health a...

07/05/2024

Time for a break?

Everyone can find something to enjoy in Australia’s many towns and natural wonders, from kiddie explorers and beach-loving teenagers to culture-hungry adults and foodies of all ages. Good thing there are plenty of places to see and experience in Australia if you want to create priceless family hol...