Angel Advisory

Angel Advisory We bring experience, energy and passion to building your wealth through strategy, advice & management

linktr.ee/angeladvisory.aus Wealth is personal.

Wealth is about more than just money. It is family, friends, experiences, achievement, adventure, security, hope, legacy, love, promise and so much more. At Angel Advisory we make your wealth, our priority. Helping you build it through strategy, advice and management, while you focus on what matters most to you. We do financial advice differently to most. We aim to be more than just your advisor.

We bring experience, energy and passion. We educate, guide and advise you. But above else, we invest in you, in building a relationship that is built on trust, understanding and of course results. To discuss what wealth looks like for you and explore how we can help you build it, call us on 0423 848 608 or email [email protected]





Please note. The information we share on LinkedIn is for general information purposes only and is not (and cannot be construed or relied upon as) personal advice. No investment objectives, financial circumstances or needs of any individual have been taken into consideration in the preparation of the content. You should always obtain professional advice to ensure products and strategies are suitable for your circumstances.

What actually moved markets this financial year? 📊From AI leadership broadening beyond the big US names, to the RBA hiki...
14/07/2026

What actually moved markets this financial year? 📊

From AI leadership broadening beyond the big US names, to the RBA hiking three times, to gold hitting US$5,450 an ounce, it was a big twelve months.

Swipe for the highlights.

General information only. Speak with a financial adviser before making investment decisions.                    

RBA

13/07/2026

Did somebody say quiz time?

Here's our Director, Stefan Angelini, with his good mate Peter Nicholls, hosting a quiz session to bring a bit of life into their networking group on what was otherwise a cold winter's morning.

A generation apart in age, but similar enough in personality that they could almost pass as the future hosts of Hey Hey It's Saturday (when it makes its comeback).

This is what keeps people coming back. Not the formality, the fun. Give a room of business owners a reason to laugh on a Thursday morning and they'll show up every week.

Is the ceasefire the reason your portfolio moved last month?June 2026 saw global shares climb, oil prices fall sharply a...
13/07/2026

Is the ceasefire the reason your portfolio moved last month?

June 2026 saw global shares climb, oil prices fall sharply and bond yields ease, as markets grew confident the Middle East conflict would resolve without further escalation. Aussie shares lagged again, and the RBA is still leaning towards one more hike.

Swipe for the full breakdown of the month that was.

This market update is brought to you by Zenith Investment Partners

General information only. Speak with a financial adviser before making investment decisions.

08/07/2026

Could you imagine being 43 with $1 million in super?

Salary sacrifice started early, combined with compounding growth, can turn $500,000 into $2 million over 20 years.

Message us to find out if it's right for you.

General information only. Speak with a financial adviser before making investment decisions.

07/07/2026

Investing in ETFs under your own name? New capital gains tax rules from the budget mean high income earners are now paying a minimum 30% tax on capital gains, on top of 32% tax on earnings if your taxable income is over $45,000.

There's a lesser known structure called an investment bond: maximum tax rate of 30%, your money stays accessible, you can still invest in ETFs and other diversified options, and after 10 years, no extra capital gains tax on withdrawal. There's also an education strategy that lets you claim back tax paid if funds go towards education costs.

If you're a high income earner with a regular investment habit, the structure matters. Get some advice before you keep going.
General information only. Speak with a financial adviser before making investment decisions.

You smile when you love what you do. Our Director, Stefan Angelini reckons being a financial planner is the best job in ...
30/06/2026

You smile when you love what you do.

Our Director, Stefan Angelini reckons being a financial planner is the best job in the world. So when he presents to his local, in person networking group, he can't help but smile.

It's a job that puts you across the table from people during the biggest moments of their lives, the first home, the new family, the business sale, the retirement, and lets you actually help. Add a room full of business owners who've become genuine mates, and the smile makes sense.

Life is good as a financial planner.

(Except when the markets go down. Then ask him again next week.) 😅

29/06/2026

Should a Mortgage Broker get paid $50,000 in commissions for referring a client to buy an Investment Property? Is it right? or is it wrong?

A broker was paid $50,000 to refer a client to an NDIS property instead of refinancing. The bank backed it at $1 million. A year later, it's unrented, unsellable at that value, and the client is down $300,000.
Right or wrong? Drop your take in the comments.
General information only. Speak with a financial adviser before making investment decisions.

Today we’re celebrating our director, Stefan Angelini Birthday! Stefan’s leadership, expertise and genuine care for our ...
29/06/2026

Today we’re celebrating our director, Stefan Angelini Birthday! Stefan’s leadership, expertise and genuine care for our clients and employees are what shape Angel Advisory every single day. From all of us on the team: thank you for everything you do, and happy birthday!

🎂 Here’s to another year of great advice, great results and (clearly) great cake.

28/06/2026

Why do we ask our team to be in the office at least four days a week?
Because that's where the learning happens, like last week's office debate on whether a self managed super fund can buy a commercial property from an individual, or pay one back as a pension.
Want help with your own SMSF or super questions? Visit angeladvisory.com.au.
General information only. Speak with a financial adviser before making investment decisions.

Most Australians will face this question eventually:Do we sell the family home to pay for aged care, or not?It’s one of ...
23/06/2026

Most Australians will face this question eventually:

Do we sell the family home to pay for aged care, or not?

It’s one of the biggest financial decisions a family can make, and it usually happens during an emotional time.

The challenge is that aged care fees are more complex than most people realise. Between RADs, daily payments, means testing, super, Centrelink, and estate planning, one rushed decision can have long term consequences.

The good news is that there are strategies available, if you plan properly.

Good advice during this stage of life can make an enormous difference, financially and emotionally.

Have a read, and send it to someone who may need this conversation sooner than they think.

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Melbourne, VIC

Telephone

+61390871015

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