Orange Wealth

25/09/2023

When it comes to building assets, the hardest part is knowing where to start. It’s that fear of making the wrong decision. Which is fine – that’s what we’re here for.

Learn more here.

When it comes to building assets, the hardest part is knowing where to start. Tried-and-tested asset and investment planning for working families.

19/09/2023

Budgeting is perhaps one of the least attractive topics out there.

But you know what's less attractive? Running out of money. Feeling financially out of control. Being a slave to credit card debt.

When it comes to applying for a home loan, knowing where your money goes makes you a much more attractive proposition to the banks.

And when it comes to living a life on your terms, being in charge of your finances is non-negotiable.

Get in touch to find out how we can help.

28/08/2023

Is your home loan with an ethical lender?

An ethical lender is one that doesn't invest in these industries:

-Fossil fuels
-Weapons and war
-Human trafficking
-Businesses involved in animal cruelty

Get in touch to find out your options when it comes to securing a competitive home loan that aligns with your values.

04/07/2023

Do financial advisers play the stock market?

Short answer is no. We never make empty promises of being able to 'time the market', because the data tells us it doesn't work – and we'd never risk your hard earned dollars on a gamble.

Instead, we make data-driven investment decisions that align with your values and long term goals.

Get in touch today to get started.

27/06/2023

Do financial advisers play the stock market?

Short answer is no. We never make empty promises of being able to 'time the market', because the data tells us it doesn't work – and we'd never risk your hard earned dollars on a gamble.

Instead, we make data-driven investment decisions that align with your values and long term goals.

Get in touch today to get started.

26/06/2023

25/06/2023

As you approach retirement age, it's important to review your retirement savings and ensure you have enough to live comfortably long after you stop working.

As financial advisers, we can help you assess your retirement savings and develop a plan to maximise your income in retirement.

Don't leave your retirement to chance. Contact us to start planning for your ideal retirement.

23/06/2023

Want to improve your financial situation?

Picture this: a customised financial plan to help you achieve your unique goals. We're talking well-defined objectives with a clear roadmap to help you get there.

With years of experience helping people achieve their financial goals, we have a track record of helping our clients achieve their goals, get more from their money, and take charge of their finances.

Let us help you create a plan for a brighter financial future.

Get in touch with us today to learn more about our tailored financial advice solutions.

22/06/2023

Estate planning is an essential part of any financial plan. Here's what to consider:
1. Creating a will: A will is a legal document that outlines your wishes for the distribution of your assets after your death. It is essential to have a well crafted will to ensure that your wishes are followed.
2. Establishing a trust: A trust can help you manage your assets during your lifetime and distribute them according to your wishes after your death. It can also potentially help minimise tax implications.
3. Taking out life insurance: Life insurance can provide financial support for your loved ones.

Of course, a social media post is no match for getting expert advice from a qualified adviser.

Get in touch today to understand your options.

19/06/2023

Protecting yourself and your family is one of the cornerstones of financial planning.

And yes, insurance isn't the most fascinating topic of conversation, but it'll be something you'll be glad you didn't ignore.

Get in touch to discuss your options.

19/06/2023

Budgeting plays a crucial role in achieving financial success. Here's how we can help you create a budget that works for you:

- Identifying areas of overspending and suggesting ways to cut back
- Providing guidance on saving and investing strategies
- Assisting with creating a long-term financial plan

Don't let overspending hold you back from reaching your financial goals. Contact us to learn more about budgeting strategies.

18/06/2023

Estate planning can be a confusing and overwhelming process. By getting it right, you can make sure your loved ones won't be left in the dark during a difficult time.

We specialise in helping clients with estate planning.

Working with your lawyer and/or accountant (or trusted professionals in our network) we can help with:
- Setting up the necessary structures
- Assisting with the probate process

Contact us to start the estate planning process.