Bold Wealth

13/07/2026

Every now and then it's good to step away from the day-to-day and simply have the time to think and strategise.

Recently, Danny, Tracy, Dylan and Bill caught up to talk about where we're heading, share ideas and discuss how we can continue improving what we do for our clients.

We're looking forward to getting the whole team together for our strategy day later this month and continuing the conversation.

29/06/2026

We’re a finalist. 🏆

What a way to start the week!

We’re incredibly proud to be recognised in the Professional Services category at this year’s Bendigo Bank and Be.Bendigo Business Excellence Awards.

To be named alongside so many outstanding Bendigo businesses is pretty special and a reminder of the passion, hard work and innovation happening right across our region.

Thank you to everyone who has allowed us to be part of their financial journey. Helping people navigate some of life’s biggest decisions is why we do what we do.

Congratulations to everyone celebrating this recognition alongside us. We’re looking forward to catching up and celebrating together at the gala in August ✨

17/06/2026

Meet the Team: Tracy Dutt

With an extensive career in financial services, Tracy has worked across a variety of roles, from running her own advice business to leading teams within boutique and mid-sized advice firms.

Passionate about quality advice and creating a consistent experience for clients, Tracy believes a professional adviser should help create opportunities, reduce surprises, solve problems and share knowledge in a way that is engaging and meaningful.

🎯 What's the most rewarding part of helping clients with their goals?
Helping remove the uncertainty and doubt when making financial decisions, so that clients can move confidently towards achieving their goals.

💡 What's the best piece of advice you've ever received?
Cultivate an abundance mindset. Believe in all that is possible.

☕ Coffee or tea? And how do you take it?
Coffee. A double shot flat white in a small cup, no sugar.

🍽️ If you could have dinner with anyone (past or present), who would it be?
Dr Sylvia Earle. She has lived an incredible life and career in marine biology and oceanography. Talking with her about global conservation, Mission Blue and the establishment of Hope Spots would be incredibly inspiring.

🌏 What's one thing on your bucket list?
Travelling to Kerala in South India to take a traditional houseboat through the canals and backwaters.

Outside of work, Tracy enjoys spending time with her family, pottering around in the garden and cooking up a storm in the kitchen.

09/06/2026

Before 30 June rolls around... 👀

The end of the financial year has a habit of creeping up quickly, and with it comes questions about tax planning, super contributions and what opportunities may be worth considering before EOFY.

Some of the most common questions include:

💬 Have I made the most of my super contributions?
💬 Should I be looking at carry-forward caps?
💬 What happens if I've sold investments this year?
💬 Is there anything I should be doing before 30 June?

If you've found yourself asking similar questions, our latest blog covers some of the key EOFY strategies worth considering before the financial year wraps up.

👉 Read the full article here https://www.boldwealth.com.au/blog/eofy-tax-planning-strategies-before-30-june-2026

03/06/2026

Could you spend $700,000 in a year?

Researchers at the The University of Alabama and Texas Tech University found, 44% of people who receive an inheritance or financial windfall do exactly that.

Others go to the opposite extreme, leaving large sums untouched in an everyday bank account for years because they're unsure what to do next.

The reality is that inheritances and windfalls rarely arrive at a simple time in life. They often come during periods of grief, retirement, family change or other significant life transitions, making it harder to step back and make clear, confident decisions.

Dylan recently joined the Equity Mates Media crew to unpack the common mistakes people make when receiving a lump sum and why taking a breath before making any big decisions can be one of the smartest moves you make.

👉 There's plenty more to unpack in the full episode. Watch it here
https://www.youtube.com/watch?v=QRsw1M-nzqY

27/05/2026

Daniel Palmer headed up to Cairns last week to spend some time with the Manunda Hawks Australian Football Club - AFL Cairns at their Sponsors Day in the AFL Cairns League – a club we’re proud to support as part of our commitment to backing local sport and the communities around it.

It was Indigenous Round, with the Minjil local dance group performing a Welcome to Country between the women’s and men’s games.

It was also a big day for the Hawks, with former AFL Hawks and Cats premiership players Isaac Smith and Liam Shiels flying up to pull on the jumper, before sharing a few stories at the sportsman’s night later that evening.

Wishing the Manunda Hawks a great season ahead 🦅

19/05/2026

Bold Wealth is proud to support the South Mildura Sporting Club Under 9’s netball.

All the best to the team, coaches and families for a great season ahead 🔵⚪️

15/05/2026

Thanks to Nassim Khadem and ABC News for having Dylan Pargiter-Green on The Business last night.

Watch the full segment below 👇🏻

From July 1, 2028, income generated within a discretionary trust will be taxed at 30 per cent, with the tax paid out of the trust before it distributes payme...

14/05/2026

Keep an eye on The Business tonight on ABC News 24 as Dylan Pargiter-Green joins the conversation to help unpack some of the recent Federal Budget announcements.

With some of the biggest proposed changes we’ve seen in many years, it was a great opportunity to discuss what they could mean in practice and the broader conversations already starting to happen around them.

Thanks to Nassim Khadem for the opportunity to be part of this important conversation.

11/05/2026

What would it take to retire at 40?

Does it mean living on two-minute noodles and baked beans for the rest of your life… or is it actually more thought through than that?

Dylan unpacked this with the Equity Mates Media team and rather than throwing around guesses, he sat down and worked through the numbers properly, in today’s dollars.

It definitely shifts the way you think, because it’s not something you figure out later – it’s shaped by the decisions you make much earlier on.

How much are you putting away?
Where are you building your wealth?
And have you got enough outside of super to actually give you flexibility when you want it?

You’re probably wondering what it actually comes out to… Around $3 million invested by 40 🤯 This will support roughly $100k a year until you're around 90!

For more tune into the full episode https://youtu.be/vHw6TkAlDVA?si=tGD5HMEoNxiIEWgH