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Happy New Year and welcome to our first quarterly newsletter for 2024

The biggest intergenerational wealth transfer will happen over the next couple of decades, so it’s important to understand how to manage this process to ensure your assets are distributed according to your wishes. Find out more in this article.

If you’re beginning to think about the next phase of your life, it’s time to consider what your retirement income could look like. There are various ways to access your super and here, we look at some of the pros and cons for each.

The cost of living has impacted many over the past couple of years. Here, we outline a few ways to help you stay on top of your finances.

Employers are desperate for workers and cost of living pressures are making it tough for retirees. That’s a perfect mix of conditions to send some retirees back to work. But it’s smart to get good advice before you take the leap.

If you’re considering making some professional or personal changes this year, this article explains how small incremental changes can help you achieve your goals. 

We love to hear from you, so please feel free to contact us with any questions about our articles in this newsletter on 0414190912 or email martin@wtfp.com.au

Kind regards,

Martin Wajda

Australians need help on how to manage huge wealth transfer

Most Australians want to share their wealth with the next generation but are unsure how to transfer that wealth and need help to plan for an effective transfer. Read full article >>

How will you use your super?

If you’re beginning to think about the next phase of your life, it’s time to consider what your retirement income could look like. Read full article >>

Manage the cost of living

Practical ways to manage costs and stay on top of bills. Read full article >>

Returning to work after retirement

Employers are desperate for workers and cost of living pressures are making it tough to live on a pension. That’s a perfect mix of conditions to send some retirees back to work. But it’s smart to get good advice before you take the leap. Read full article >>

The 1% rule - tiny changes add up to a BIG difference

Just a tiny change - doing something just one per cent better - can be transformative if you build on that change. Read full article >>