Concord Private Wealth - Insurance & Superannuation Advisers

Concord Private Wealth - Insurance & Superannuation Advisers We want to work with you to make smarter money choices and get ahead earlier. This service is free.

Concord Private Wealth was established in Perth, Western Australia to work with you to reach and maintain financial independence by providing hands on, accessible service and offer access to the leading advice solutions available. We offer a range of financial planning strategies and services to help protect your lifestyle, family and assets and work with you to provide insight into your needs for

financial services through high quality tailored service. Our Aim: To create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving the financial freedom to eventually work through choice and not necessity. We do not charge for Advice in relation to your Insurances, or even to review any existing Insurance. It's always worth having a professional cast their eye over your cover to make sure it will payout when you need it. Normally any fee in relation to your Super can be paid through your Super Fund, which can be tax-effective. Quiet often Super & Insurance advice will go hand-in-hand too.

Several of the big banks have pivoted on their rate outlook, and are now predicting rate hikes (rather than no change or...
02/09/2026

Several of the big banks have pivoted on their rate outlook, and are now predicting rate hikes (rather than no change or a fall) this side of Christmas. It could be a cue for homeowners to plan rather than panic.

Property transactions involve big bucks - and that makes them a big target for scammers. With large sums of money at sta...
26/08/2026

Property transactions involve big bucks - and that makes them a big target for scammers. With large sums of money at stake, we reveal what to look out for, and how to protect yourself from property settlement scams.

While rising prices were the talk of the town not so long ago, the tide has started to turn, with property values beginn...
19/08/2026

While rising prices were the talk of the town not so long ago, the tide has started to turn, with property values beginning to soften - but it's not all bad news for home owners.

Great news! Homeowners can breathe a sigh of relief, with the RBA keeping the cash rate on hold in August. But just beca...
12/08/2026

Great news! Homeowners can breathe a sigh of relief, with the RBA keeping the cash rate on hold in August. But just because the cash rate is sitting tight, doesn’t mean you have to.

So it turns out some mortgage offset accounts haven’t been working as intended, according to a recent investigation. Her...
05/08/2026

So it turns out some mortgage offset accounts haven’t been working as intended, according to a recent investigation. Here’s how to check if your home loan offset account has actually been helping you save.

Waiting for home prices to ‘bottom out’ before buying may seem like a smart strategy but it could work against you. Here...
29/07/2026

Waiting for home prices to ‘bottom out’ before buying may seem like a smart strategy but it could work against you. Here are the risks of holding out and hoping for lower prices.

Things are looking up for homebuyers. New listings are on the rise, and that can mean more choice and less FOMO pressure...
22/07/2026

Things are looking up for homebuyers. New listings are on the rise, and that can mean more choice and less FOMO pressure for buyers. Here’s how the shift in today’s market could benefit your homebuying plans.

The Reserve Bank may have kept rates on hold in June, but a growing number of lenders have cut their home loan interest ...
15/07/2026

The Reserve Bank may have kept rates on hold in June, but a growing number of lenders have cut their home loan interest rates. This could be your sign to review your current loan.

With more first home buyers relying on family support to get into the market, we explain why it may be beneficial to put...
08/07/2026

With more first home buyers relying on family support to get into the market, we explain why it may be beneficial to put the details in writing if Mum and Dad offer a financial helping hand.

As the calendar flips over to July, now’s a good time to give your home loan a once-over. We look at five strategies tha...
01/07/2026

As the calendar flips over to July, now’s a good time to give your home loan a once-over. We look at five strategies that could help you save on interest and pay off your mortgage sooner.

Address

Maylands
Perth, WA
6051

Opening Hours

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

Website

Alerts

Be the first to know and let us send you an email when Concord Private Wealth - Insurance & Superannuation Advisers posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Concord Private Wealth - Insurance & Superannuation Advisers:

Shortcuts

Share

Category