Wollemi Wealth Management

Wollemi Wealth Management Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Wollemi Wealth Management, Financial planner, 25 Ordnance Avenue, Lithgow.

We have been helping clients achieve their financial goals for over 15 years, we listen and recommend the best course of action to achieve a better financial outcome.

Investors will always want to go back to cash when there is volatility in the markets. “Trump has caused my portfolio to...
21/05/2026

Investors will always want to go back to cash when there is volatility in the markets.
“Trump has caused my portfolio to drop! I want to go back to cash & wait for things to settle down?”
Time out of the market means you miss the positive days in the market & even with the recent volatility, look where they are now…
Invest for the long term and you will be ok 👌

This is why we don't go back to cash when markets are volatile. All you're doing is crystallising the loss, which you wi...
09/03/2026

This is why we don't go back to cash when markets are volatile. All you're doing is crystallising the loss, which you will never get back... Remain invested in the markets as they ALWAYS go up.

I love it when I wake up to this news 😃 For me, it means happy clients 📈I also prepare clients for that one bad year in ...
06/02/2026

I love it when I wake up to this news 😃
For me, it means happy clients 📈
I also prepare clients for that one bad year in 7-10 📉 stay the course is always my advice!

My admin girl went to Vietnam for her Christmas holidays, said she would send me a postcard 🙏Glad she got my title right...
12/01/2026

My admin girl went to Vietnam for her Christmas holidays, said she would send me a postcard 🙏
Glad she got my title right CEO 😃

Trains, Planes & Automobiles 🚆 ✈️  🚗 Cancellations, delays…but it’s okI am still on track to see my elderly clients in M...
04/08/2025

Trains, Planes & Automobiles 🚆 ✈️ 🚗
Cancellations, delays…but it’s ok
I am still on track to see my elderly clients in Melbourne to discuss Aged Care options 🙏

DONALD TRUMP!!This is the reason we don’t panic when markets react to what he says!“If” we do & go back to cash, we woul...
12/05/2025

DONALD TRUMP!!
This is the reason we don’t panic when markets react to what he says!
“If” we do & go back to cash, we would be crystallising our losses & miss the rebounds.

Crazy times in the Stock Market as Donald Trump calls a 90 day suspension in Trade Tariffs to allow over 70 countries to...
10/04/2025

Crazy times in the Stock Market as Donald Trump calls a 90 day suspension in Trade Tariffs to allow over 70 countries to negotiate.
Best advice is to sit tight & wait for the dust to settle.

Annuities aren’t a superannuation product.Yes they offer guaranteed income..More importantly they are assessed at 60% to...
20/01/2025

Annuities aren’t a superannuation product.
Yes they offer guaranteed income..
More importantly they are assessed at 60% towards your assets for the Aged Pension.

The federal government should intervene to help retirees spend their superannuation and avoid the savings system ending up as "a massive inheritance scheme", the Grattan Institute warns.

Christmas is a time of getting together with family & friends, ensure older parents are still ok & nothing has changed s...
25/12/2024

Christmas is a time of getting together with family & friends, ensure older parents are still ok & nothing has changed since last Christmas?

More & more people want help with CentrelinkI often become the nominee so I can access & update information through my b...
25/11/2024

More & more people want help with Centrelink
I often become the nominee so I can access & update information through my business portal.

Address

25 Ordnance Avenue
Lithgow, NSW
2790

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

Telephone

+61409831343

Alerts

Be the first to know and let us send you an email when Wollemi Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share