My Wealth Garden

18/11/2024

Without a doubt, one of the biggest questions we hear from clients approaching retirement is, "When can I access my Super?" 🙋‍♀️🙋‍♂️🤷‍♀️🤷‍♂️

If you're using superannuation as your retirement savings vehicle and you find yourself asking the same question. Wonder no more....

Find out how:
https://mywealthgarden.com.au/library/access-to-superannuation/

29/10/2024

☂️🧒👦👩🧑👨Hold Personal Insurances? Life, Total Permanent Disability, Trauma or Income Protection? 🚨This post is for you...

Insurer's will be changing the way they label different premium types, in the hope to make it more understandable for Aussies. 🤯🫣👀

Changes to come into effect 📌 December 2024. If you have existing cover you're unlikely to be affected... but looking to obtain new cover, this transition will be helpful to note.

Each insurer may offer variations or have slightly different choices to the above, so always best to speak with your Financial Adviser to make sure you have a clear understanding. 🤜🤛

29/10/2024

It's amazing what happens when our perspective and focus starts with nurturing approach...

www.mywealthgarden.com.au

28/10/2024

Ever wonder how a financial planner could benefit your financial situation? 🧐 At My Wealth Garden, we care most about providing you with good old fashion value. Advice that adds value to your financial outlook.

20/10/2024

We love a good study and our friends over at the provided some juicy findings with the Australian Investor Study that we just had to share.

Where do you sit in the stat's? 😜

18/10/2024

So. Very. True.👇

18/10/2024

But how, you ask? 🧐🫣🤔

Follow the link to see how creating a Tailored Financial Plan (🎉) could help turn your Financial Vision into a Reality.

Get started at $0 cost.

https://mywealthgarden.com.au/start-your-financial-journey/

06/10/2024

Financial Planning Week is here! 🗓️ It's the perfect time to take control of your financial future:

✅Set clear goals: Define your financial aspirations and create a roadmap to achieve them.
🤯Reduce stress: Gain peace of mind knowing your finances are in good hands.
👏Make informed decisions: Avoid costly mistakes and optimize your financial strategies.
💆‍♀️Achieve your dreams: Turn your financial goals into a reality.

Schedule a free consultation today and let's discuss how financial planning can benefit you.
https://mywealthgarden.com.au/start-your-financial-journey/

27/09/2024

Feeling overwhelmed by your finances? Let's chat!

Together, we can assess what's working and what's not, and develop a personalised plan to help you reach your goals.

To begin, answer a couple of short questions:
https://mywealthgarden.com.au/start-your-financial-journey/


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25/09/2024

Our amazing adviser, Leesa Swain, is sharing her expertise through the Ask an Adviser series. Join her for an insightful piece on Essential Insurances for Young Aussie Families and see how Leesa helps to give back to her community through knowledge.

Check out her feature for Adviser Ratings here. 👇

https://youtube.com/shorts/No_yLNv-eoo?si=tFEvU21FTdm42eZI

Quick intro to Adviser Ratings "Ask an Adviser" and Leesa's thanks to Kain from Busselton WA for submitting his query about Essential Insurances for young Au...

27/08/2024

Financial Standard reports on AustralianSuper and its most recent investment strategy restructure, which will essentially write off $1.1 billion investment it had into private equity firm "Pluralsight," following the company's restructure.

To read the article, follow this link:
https://www.financialstandard.com.au/news/australiansuper-takes-monster-hit-on-pluralsight-179805534?utm_medium=email&utm_source=WildebeestNewsletter

*Link will expire, so jump in quick

23/08/2024

Interested to know more about how you can protect yourself, your family or business? Learn more about Personal & Wealth Protection Insurances by following the link:

https://mywealthgarden.com.au/insurance/