Cooper Wealth Management

04/10/2022

A huge congratulations to our Financial Planner, Nick, who is a finalist for the IFA Awards!
We already knew you were awesome, and we are so glad to have you as part of the team.

23/09/2022

A big congratulations to our Director, Felicity Cooper, for being awarded Adviser of the Year last night at the AFA Conference!

29/12/2021

As 2021 comes to a close, we look at some of the top research to give us an insight into the key trends to watch for the year ahead, including:
- The outlook for interest rates
- Economic growth expectations
- Market Valuations
- Active vs Passive Investments
- Opportunities

As 2021 comes to a close, we look at some of the top research to give us an insight into the key trends to watch for the year ahead.

19/11/2021

A quick recap of the trending news and views affecting markets this week.

12/11/2021

Your weekly economic rundown to stay on top of trending economic news that impact your investments and financial plans.

09/11/2021

A birdseye view of the news and views from the top analysts, fund managers and newswires from the week ending 5 November.

29/10/2021

This week saw 4 key themes emerge from analysts, newswires and economists.

13/10/2021

Congratulations to our Paraplanning superstar, Elora, who has been named finalist for the FPA Paraplanner of the Year.

21/09/2021

If you ever call our office, chances are you'll get the opportunity to chat with Ella, who manages the front desk.

With a background in event management, Ella loves building relationships with clients, and helps keep the place organised and efficient.

17/09/2021

Meet Vanessa, Associate Adviser and Paraplanner (complete with a Bachelor of Business, a Bachelor of Mathematics, and an Advanced Diploma of Financial Services).

As a mother of three, she enjoys the kid-friendly chaos at home, but she also appreciates peaceful organization at the office.

Vanessa helps streamline communication and ensures we are always on the front foot with proactive advice.