Wollemi Wealth Management

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.

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!

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 😃

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 🙏

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.

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.

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.

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?

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.

06/11/2024

In 2016 people predicted the stock market would crash after Trump won the US election.
Donald Trump is now the 47th President of the USA and what happened to the Stock Market in one day….🤔
For everyone, not just my clients, I hope it continues!

07/08/2024

Melbourne visit to see my 82 year old clients and one uses a walker?
Another couple who were referred to me have come on board can improve your portfolio by 5%. Tax minimisation, death tax benefits all add up! 🙏