Davlin Wealth Management

20/06/2024

"Follow the money" is a statement we often use when helping clients determine where to invest. In short, this means focussing on where govt spending on infrastructure is highest, which is an good indication of forward planning for longer term population growth.

Other helpful indicators could include interstate & overseas migration, economic activity, rental yields, land content, local taxes to name a few.

In short, there is no definitive answer but through a process of considered due diligence, the best decision, based on available information at the time, can be made.

New data has revealed the investing hotspots around the country, highlighting suburbs with the strongest rental yields and long term price growth.

17/06/2024

FORO: fear of running out: Australians increasingly concerned about retirement savings.

Contact us today to get your retirement planning on track.

Australians are becoming increasingly worried their savings will not last during their retirement, with the majority concerned they will run out of money before they die.

22/04/2024

After 10 years working at Davlin, Dave Miezis is now venturing out on his own. Dave started off as a Paraplanner in 2004 and worked his way to a very competent Practise Manager. Best wishes to Dave & Lexy and their beautiful family. Esther Linco will be filling in his very big shoes as the new Practise Manager.

22/11/2023

It’s Scam Awareness Week - People aren’t always who they say they are. Always ask yourself, who’s really behind that text, call or email and if uncertain, speak to a family member or friend before acting.

Find our more at https://www.scamwatch.gov.au/research-and-resources/scams-awareness-week-2023

20/11/2023

One warm Saturday evening, Joseph and (a very pregnant Mary) were seen being led down a hallway by an angel. Following closely behind was… the grinch?! Where were they going? To the Annual Davlin Christmas Party of course!

Thank you to all who attended our annual Davlin Christmas Party on Sat night. A great time was had by all who attended with food, drinks and prizes flowing all night. We loved seeing our clients get dressed up for the occasion with best dressed prizes going to Paul & Janet.

Major prizes won by multiple clients, but nobody went home empty handed thanks to our business partners NEOS, Clearview, Vanguard & Macquarie.

Make sure to save the date Sat 16th November 2024 for our next Christmas Party

15/11/2023

Before you buy, before you sell, be sure to research the demand\supply in the area.

New data has revealed the suburbs where demand has shot up over the past year, with buyers are seeking both desirable pockets and affordable hotspots.

09/11/2023

Paul & Sally have been working with Davlin since 2009 and transitioned into retirement from 2015.

They have gone through the GFC, Covid and every other market volatility but remain secure in their retirement journey and always smiling.

Follow their story to understand how they have embraced their retirement, accepted their financial security and are now living their Best Retirement.

Say hello to Paul & Sally at the Davlin Christmas Party on Sat 18th Nov 23

06/10/2023

We're counting down to our end of year Christmas celebration and looking forward to getting together with you for a fun evening.

Mark your calendar for Sat 18th Nov 23 from 6.30pm at Magpies Waitara in Sydney for an evening of great food, entertainment & stories from this year.

Wear your best Christmas outfit to be in the running for "best dressed" prize from our evening sponsors.

Registration is essential and can be done in the link below. All event information including FAQ are available in the link. Hope to see you there.

https://Davlin2023Xmasparty.eventbrite.com

05/09/2023

Find out how Mike & Jane Little went from a Good to Great retirement plan, purchasing a motorhome the week after completion of their financial plan.

Mike & Jane were already retired but certainly not living to the full potential of their retirement nest egg. Through a process of retirement planning over 4 weeks, they share their journey of setting bigger bucket list goals through improved financial literacy, replacing fear of running out of money with confidence and now living their best retirement.

“You can go on bumbling from one decision to the next or you can talk to David and have retirement clarity” Mike & Jane Little, Aug 2023.

28/08/2023

The Intergenerational Report identified many retirees die with approx. 25% of their super intact in their accounts.

New incentives could be introduced to encourage retirees to spend their super savings, Treasurer Jim Chalmers has foreshadowed in a major address.

Australia’s super scheme has also been criticised for being used as a means to bequest savings onto family members, rather than to fund retirements.

The potential changes, set to be considered before the end of the year, would incentivise retirees to be less cautious about their spending through the final years of their life.

Fear of running out of money in later years is the primary driver for retirees not spending and ending up with excess funds. The Davlin approach to retirement targets spending based on your health life stage so that you spend more early in retirement when health allows, and less in Frail when poor health prevents this.

Find out more at

David Linco from Davlin Wealth Management shares his approach on how to “Live your Best Retirement”.With more and more reaching retirement age, we’re spendin...

18/08/2023

Adviser Ratings Review, Aug 23
Mike, 56 - 65 years, Dundowran Beach, QLD

David and his team have been great to deal with, they are very efficient, things happen quickly, no waiting around and after 4 weeks of working with him, we have our retirement plan.

David has a lovely personality, and really explains things well. The documentation, is really in depth, well laid out, and easy to understand, David goes through it with you until he is sure you have understood all the information.

You can go on bumbling from one decision to the next or see David and have a plan. I highly recommend you see David and his team.

Now its time to enjoy our retirement.
Mike and Jane Little, QLD.

18/08/2023

Many of us have a retirement dream.

This might be relaxing by the sea, retreating to the country, or soaking up culture and entertainment with a city pad.

For many this remains a dream until they reach aged pension age in their late 60’s, which is the default retirement age for many.

One of our clients had just this dream and they wanted to know if it was possible to retire early and commence their “dream” retirement in their 50’s.

After a process of retirement planning, Brent & Sue Hulbert retired in their mid 50’s and in 2020 relocated to Wellington NZ. After 3 years they are loving life more than ever.

Could you bring forward your retirement dream? Learn from their story below.