Wealthly Advice

Wealthly Advice Built on trust. Backed by strategy. Empowering Australians to build wealth with clarity & confidence.

5 stars from our client Tina, who we have helped along with her two children manage their financial position.
18/10/2023

5 stars from our client Tina, who we have helped along with her two children manage their financial position.

Fiat currency (AUD) vs Digital currency ( )$1 Australian dollar in 2015 is now worth $0.78 in 2023.$1 worth of Bitcoin...
18/10/2023

Fiat currency (AUD) vs Digital currency ( )

$1 Australian dollar in 2015 is now worth $0.78 in 2023.

$1 worth of Bitcoin in 2015 is now worth $99 in 2023.

Yes, some of our clients hold cryptocurrency but you need to carefully consider your investment strategy and be willing to take on heightened risk. It's definitely not for every client!!

Not financial advice. For educational purposes only.

Stop following the herd.Build your own pathway forward and create a wealthy future.This quote doesn't only apply to shar...
16/10/2023

Stop following the herd.

Build your own pathway forward and create a wealthy future.

This quote doesn't only apply to shares but other asset classes to such as property.

has the highest level of stress in the developed world.According to figures from the the cost or repaying loans is...
11/10/2023

has the highest level of stress in the developed world.

According to figures from the the cost or repaying loans is >15% of income.

If you are feeling stressed with repaying your mortgage, drop us a DM and we will investigate how we can help.

🏠DoreenWe had the opportunity to assist our long-standing clients to refinance their beautiful home north of Melbourne.O...
10/10/2023

🏠Doreen

We had the opportunity to assist our long-standing clients to refinance their beautiful home north of Melbourne.

Our advice left our clients better off by:

💰 $2k interest saved first year
💸 $45k interest saved overall loan
⏰️ Shaved 3 years 2 months off loan
💲 4k cashback received

They now have additional cashflow to assist with their wealth creation in the lead into retirement.

DM us about your situation, and let's see how we can help you.


When clients engage us to give them advice, we are straight up, professional and give them every every bit of value poss...
04/10/2023

When clients engage us to give them advice, we are straight up, professional and give them every every bit of value possible.

We've been able to help Kara in multiple advice areas over the years. Just recently she completed an overseas European property purchase with future retirement aspirations in Portugal on the cards.

There is a reason our clients stay with us long-term and allow us to help them on their journey to building financial freedom.


One thing I learnt early on in my career is that there will always be something going on in the world that is impacting ...
04/10/2023

One thing I learnt early on in my career is that there will always be something going on in the world that is impacting financial markets.

Yesterday, the RBA kept rates on hold, which might please some people who have a mortgage but the economists will tell you that there is about a 40% chance of another rate hike before the end of the year & they look likely to stay higher for longer.

The markets have fallen and erased 2023's gains as a result.

While many people get nervous about the sharemarket, we help people manage their position, diversify their assets and ensure they are comfortable with their risk profile.

For some of our younger and more aggressive clients, I'd point them to the below graph which highlights that since 1900 we've had a positive sharemarket 81% of the time (100/123).

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📢 Self-Licensing AnnouncementWealthly Advice along with Distinct Wealth and Grow & Protect are now licensed under our ow...
03/10/2023

📢 Self-Licensing Announcement

Wealthly Advice along with Distinct Wealth and Grow & Protect are now licensed under our own Australian Financial Services License - VAS Financial - #548419.

It was a big step and a long process to achieve self-licensing with the Australian Securities & Investment Commission.

It is a requirement for us Financial Advisers to be registered and licensed. Advisers are normally authorised representatives of 3rd party providers however since the Royal Commission into the industry, many advisers have left the big licenses like AMP Financial Planning and gone to either smaller boutique licenses or started their own.

It's an important milestone for myself.
I was told by some that I wouldn't make it on my own in terms of running a Financial Advice practice because it is a tough industry.

Almost 1 year down & many more to go!

Also looking forward to working closely with my new license partners Stewy & Andrew 🙏

We all have a to our lives and Starting today gives you the best chance at What is your story going to be?
01/10/2023

We all have a to our lives and

Starting today gives you the best chance at

What is your story going to be?

We have heard the word so much over the last year.This graph highlights the cumulative impact of inflation over 40 yea...
28/09/2023

We have heard the word so much over the last year.

This graph highlights the cumulative impact of inflation over 40 years from 1983 > 2023.

The purchasing power of the Dollar has reduced by 77% in that period.

The best thing you can do to protect yourself and future generations is to have a plan and invest for the future to ensure your money doesn't fall backwards.

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4/2 Walker Street Moonee Ponds
Melbourne, VIC
3039

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Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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