2024 Federal Budget Analysis

The 2024 Federal Budget provides cost of living relief through 1 July tax cuts, lower power bills, higher welfare payments and support for small businesses.

Philanthropy: How to give back while growing your wealth

High-income earners have the opportunity to make a difference on a grand scale, says Ben Calder.

The best ways to level up your wealth education

There is nothing more valuable than a good wealth education, says Liz Wilson.

Autumn Connect Newsletter 2024

Welcome to our Summer 2023 Connect Newsletter

We trust that you will find the content in the lastest newsletter valuable and welcome your feedback on any of the articles.

Feel free to reach out to us as As always if you have any questions, do not hesitate to contact us.

Wealth strategies for high-net-worth blended families

Wealth management and succession planning is tricky enough but is particularly challenging for blended families, says financial adviser Anthony Hill.

How to overcome cognitive biases in retirement planning

Are cognitive biases holding back your retirement goals? Financial adviser Jodie Schroeder explains more.

The future of retirement in Australia

The future of retirement in Australia is likely to change drastically in the next two decades, says CWM's Kerryn Shaw.

AFR: How to switch to spending in retirement

CWM's Ben Calder talked to the Australian Financial Review about shifting from a saving to a spending mindset.

The impact of social influence on investing and saving for retirement

How is social influence impacting your wealth plans? Ben Calder explains.

Estate planning essentials for high income earners

For high income earners, estate planning is much more than a Will, it is a legacy, says Aaron Doig.