Tasmanian Wealth Management

04/08/2025

James recently caught up performance coach Danny Kennedy in Melbourne to discuss all things wealth creation and wealth management for the Fitness and Lifestyle Podcast. Find it on Spotify, iTunes, You Tube or wherever you get your content!

https://www.facebook.com/share/r/14Eko6hvYAy/

10/07/2025

I’ve just returned from the Morningstar Global Exchange Study Tour 2025 in Chicago — an incredible week of learning, collaboration, and inspiration. Hosted at Morningstar’s global HQ, the tour brought together advisers from across Australia to share best practices and explore key industry trends. Highlights included hearing directly from Kunal Kapoor (CEO) and Daniel Needham (President) amongst others who shared powerful insights on scaling, efficiency, and growth in wealth management.

We also enjoyed Chicago’s iconic sights, including a Cubs game at Wrigley Field and I managed a trip to the historic Chess Records Studio where Chuck Berry, Muddy Waters and the Rolling Stones cut some of the all time great songs.

Massive thanks to Richard Ates, Michelle Woodgate and Kate Parker and all at Morningstar for taking such great care of everyone and for such an amazing opportunity!

08/04/2025

An absolute privilege for James Dilger of Tasmanian Wealth Management to spend time with Rick Brewster, founding member and lead guitarist of iconic Australian rock band The Angels.

They shared an engaging conversation about music, legacy, and the value of planning for the future — a great reminder that no matter your path, thoughtful financial guidance makes a difference.

06/01/2025

Due to an internal promotion & continued growth we have a new job opportunity at Tasmanian Wealth Management...applications open now!

22/10/2024

Congrats to the team at St.Giles Burn on another great family event and the new location! See you all up the hill next year.

19/10/2024

The start of a big weekend for TWM with staff, family and friends taking in the Tasmania JackJumpers game at the Silverdome Friday night.

Up next is the St.Giles Burn Sunday. See you there!

16/10/2024

For those of you who have seen the sunny weather forecast for Sunday and are thinking of having a go but haven't yet registered, head to the Try Booking site link below and use the TWM discount code for half price entry! See you there :)

TWM2024VIP – gets followers 50% off their purchase price

08/10/2024

Tasmanian Wealth Management are again proud sponsors of the St Giles Burn, previously the Balfour Burn.

It is the 10th anniversary of the first Burn and it’s time for a big change – a brand new location.

Starting in Elizabeth Street, the course climbs up to the Welman Street junction where a right hand kink delivers runners to the finish line on Arthur Street adjacent to the new finish line precinct at St.Georges Square.

The course again features almost 40 metres of vertical climbing, or thirteen flights of stairs, over the 400 metre length.

The finish line will have food and activities for competitors, spectators and families

St.Giles Burn at a glance

What: St.Giles Burn
When: 1-3pm, Sunday October 20th
Where: Elizabeth and Arthur Streets Launceston
Why: Raising money for St.Giles while having fun
St Giles Invitational will commence at 2pm

08/07/2024

TWM welcomes our new team members and Camerons financial planning clients to our business.

We look forward to the opportunity this change will have for Camerons clients and the positive outcomes we believe we can provide.

Mark and Greg called into Tasmanian Wealth Management (TWM) to see how our financial planning team were settling in.

The team are happy with TWM’s new officers at 198 Charles Street, which is a light & open area, and we are pleased to say that Shireen has not filled her office with plants (yet!).

Remember, if you need financial planning advice on investment, superannuation, retirement planning or personal insurances please contact the team at TWM on 6331 2849, or alternatively contact us and we will arrange a referral for you.