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Read about retirement, superannuation, investments and all of the latest announcements relating to your money and finances. At Financial Streams, personal financial planning is our thing, but we also love to provide practical resources and information for all.

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We answer common questions and discuss the latest issues affecting your personal finances.

Q&A with Andrew

Wealth Creation Fundamentals

Part 2: Share Investing and Stock Markets

Part 1: Investing in Shares and Stock Markets

More Q&A Videos Here

Why Past Financial Events Are Impacting Your Future

5 October 2020

Perhaps a financial rethink is in order!

Given the events of 2020, no one really knows what the lasting economic impact of the Coronavirus will be, however the new world will not be like the old world. We will need rethink our approach when it comes to our finances and investments…

Sort Out Your Superannuation in Your 20’s

25 September 2020

The earlier you can sort out super, the better. If you set yourself up with a healthy account now, your future superannuation balance is looking a lot brighter.

You also have a choice how you invest your superannuation! Keep reading to find out how…

How to build your wealth

Wealth Creation Fundamentals for any Income Level

21 August 2020

What is wealth creation and how do we make the best of the income we have, whilst ensuring we reduce our expenses?

Investing is an important element that we will unpack more in this article.

6 Things to Ask Your Financial Adviser 

About Life Insurance

30 July 2020

Before you get life insurance, talk through these 6 questions with your financial adviser. That way you'll have a clear picture of what you're buying and what kind of cover you can expect…

6 Things To Remember Before You Complete Your Individual Tax Return

16 July 2020

This year’s tax return might look a little different… Working from home, Job Keeper, Job Seeker etc. What can and can’t you be claiming? Read the following 6 steps…

Super Splitting, EOFY Strategy…

8 July 2020

As the financial year ends, there is a super splitting strategy that happy couples can consider.

Superannuation members could use something known as…

End of Financial Year Checklist – 6 steps

12 June 2020

There are just a few more sleeps before the end of the financial year. So, while there’s not a lot of time, there is some time. Here is our to-do list of essential items to tick off before June 30…

Account-Based Pensions – Save the Other Half for Later?

27 May 2020

In recent weeks we have discussed various Commonwealth responses to the Coronavirus. One response that has received relatively little ‘airtime’ is the announcement that people…

How will the Coronavirus affect property values?

20 May 2020

It has been a while since we spoke about property – there have perhaps been other more pressing things to discuss. But property is still very much worth thinking about, even if, for now, the state…

OUR PROMISE TO YOU

Clear, strategic advice focused on you and your values, goals and dreams for the future

To Access Or Not To Access (Your Super Early)?

5 May 2020

Amid the raft of measures announced by the Commonwealth Government last month, one of the more contentious was the decision to allow limited access to superannuation benefits to…

The Most Famous Black Swan Event

22 April 2020

Perhaps the most famous black swan event was the Global Financial Crisis, which essentially stemmed from a collapse in domestic American house prices in the late 2000s….

Superannuation Funds & Insurance

22 March 2020

Legislation passed in February 2019 has led to superannuation funds sending out letters to those with accounts which hold valuable personal insurance and have not received a contribution…

What Is Superannuation Consolidation?

29 January 2020

If you have ever changed jobs, then the chances are that you have more than one super fund. This means you are potentially paying more than one set of fees to manage your super…

Offering clear, strategic personal advice that is straight-forward yet specific to you and your future needs.

I am passionate about helping my clients make better decisions in regards to their money. By simplifying complex concepts and keeping my clients informed I am able to significantly increase the likelihood of them achieving their goals. I feel privileged to be a part of my clients financial journey.

Contact my team to book in an obligation-free meeting today.

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Fortnum Private Wealth Ltd

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