Consortium Private Wealth

14/07/2026

Small decisions create big results. Skipping one daily expense today could become thousands in future savings through consistency and compound growth. It’s not about earning more, it’s about making smarter money choices.

09/07/2026

Thinking of restructuring your business? Rollover relief is here to save you from tax headaches when switching from trust to company or vice versa! From July 2027, you’ll have 3 years to make those moves stress-free. Don’t let tax hold you back, plan smart, move smarter!

07/07/2026

Estate planning can prevent legal complications, ensure your wishes are honoured, and simplify the process of administering your Estate.

Truth: Make sure you have an Estate Plan in place… if for no other reason than making the lives of your loved ones easier.

07/07/2026

Lower repayments can feel like a relief, especially when household budgets are under pressure.

But extending your mortgage back to 30 years may come with a hidden cost: more interest, slower equity growth, and the risk of carrying debt into retirement.

Before resetting the clock on your home loan, it’s worth understanding the long-term impact and exploring other options.

General information only.

The federal government has tried (via 2009 legislation and later instructions to banks from APRA, the Australian Prudential Regulation Authority) to ensure that mortgage borrowers will be able to service their loan and cope with any future interest r...

07/07/2026

A beautiful chapter comes to a close. Forever grateful for the memories.
 
🦋Olivia

06/07/2026

Ever wondered how to protect your wealth and save on taxes? A testament trust might be your answer! It keeps assets safe from bankruptcy, offers tax flexibility, and ensures your kids benefit at adult rates. Perfect for high-earning professionals like doctors!

🎙️ Watch the full podcast: https://www.youtube.com/watch?v=yqLJyBeVsKg

05/07/2026

Earning good money doesn’t always mean feeling financially secure.

With rising costs across housing, groceries, transport and everyday essentials, many Australian households are feeling the “middle-class squeeze” even on respectable incomes.

The good news? Small changes in how you track, review and redirect your spending can make a real difference.

Not so long ago, a six-figure salary was considered a solid income. But you didn’t suddenly become extravagant, so why are you now feeling like you need to tighten your belt? You’re not imagining that growing sense of financial unease, nor are you al...

03/07/2026

Thank you 💝

We’re so grateful for the support received for our Biggest Morning Tea again this year.

Every donation makes a difference, and we truly appreciate your generosity. Your kindness helps the Cancer Council raise vital funds for those impacted by cancer funds that truly do make a difference.

02/07/2026

Feeling like debt is getting in the way of the retirement lifestyle you’ve worked hard for? Your 60s should be about more freedom, better choices and peace of mind, not constant stress over credit cards, personal loans, bills or repayments.

Whether you’re approaching retirement, already retired, or simply wanting to feel more in control of your money, this discussion is designed to help you think more clearly about debt, lifestyle and financial wellbeing in this stage of life.

Feeling like debt is getting in the way of the retirement lifestyle...

01/07/2026

Lifestyle inflation can quietly creep in as your income grows. Staying intentional with your spending, savings and goals can help you build better long-term financial habits and keep your money working for you.

General information only. Not personal financial advice.