Oakwood Wealth Management

15/05/2026

https://www.oakwoodwealth.com.au/latest-news/53500

Latest financial planning news and information from Oakwood Wealth Management

04/05/2026

A proposed 46% increase in insurance premiums Cbus members is a timely reminder of how important it is to regularly review your cover.

Insurance inside super can be convenient, but it’s not always the most cost-effective option over time. Premiums can change, and what suited your needs a few years ago may no longer be appropriate today.

If you’re a Cbus member, or have concerns about rising insurance costs, feel free to reach out to Oakwood Wealth Management. We can provide a comprehensive review of your current cover and explore alternative options that may better suit your needs and budget.

Cbus told Financial Standard the increase is due to rising insurance costs across the industry.

08/12/2025

At Oakwood Wealth Management, we understand how important it is to make the most of your superannuation so you can enjoy a confident and comfortable retirement. Super can be complex, and the right guidance can make a meaningful difference to your long-term balance. A financial adviser can help you understand your options, optimise your contributions, and ensure your strategy is aligned with your goals. If you would like support in strengthening your retirement plan, we are here to help.

Rising rents mean older Australians who are not home owners will need twice as much superannuation to enjoy the same retirement lifestyle as those who are mortgage-free, according to a study by a leading advocacy group.

20/11/2025

Many Australians consider an investment property as their first step, but it is not always the most flexible or cost-effective option. A professionally managed investment portfolio can provide broader diversification, lower upfront costs and easier access to your funds without the responsibilities of being a landlord. If you are reassessing your strategy or looking for a simpler way to grow your wealth, Oakwood Wealth Management can outline how a portfolio-based approach may better align with your goals.

Australian property is increasingly out of reach, and more investors are building a flexible portfolio to create long-term wealth beyond housing.

19/11/2025

https://financialnewswire.com.au/superannuation/8-2025-super-returns-in-prospect/

Australian superannuation fund members appear set for a third consecutive year of positive returns in 2025, this time by as much as 8%.

18/07/2025

https://thewest.com.au/business/your-money/double-digit-returns-for-most-growth-super-funds-c-19386967
It's never too early or too late to take control of your financial future.
Is your superfund working as hard as it could for you? Many Aussies are missing out on potential growth simply because they haven't reviewed their superfund in years. If you're wondering if your superfund is on track to help you achieve your retirement dreams, let's chat! We can help you understand your options and ensure your super is optimized for your goals. Send us a message to book a no-obligation chat – your future self will thank you!

A median growth superannuation fund posted a return of 10.5 per cent last financial year, taking their three-year performance to over 30 per cent.

08/07/2025

https://www.news.com.au/lifestyle/health/health-problems/aussies-in-their-30s-and-40s-are-being-diagnosed-with-cancer-at-unprecedented-rates/news-story/5ab063d6a022a809a5d71e740acc8b8c

It's a sobering truth: cancer rates among Australians in their 30s and 40s are on the rise, with many cases diagnosed at later, harder-to-treat stages. This isn't just a local issue; it's a global trend potentially linked to environmental factors like microplastics and chemical exposure.
While the exact causes are still being investigated, the message is clear: now is the time for young Australians to consider personal insurance. Don't wait until it's too late.
The team at Oakwood Wealth can help you navigate the complexities of personal insurance, ensuring you have the right coverage to protect yourself and your loved ones against life's uncertainties. Secure your peace of mind and your financial future today.

Australians in their 30s and 40s are being diagnosed with cancer at unprecedented rates, with at least 10 types of the disease on the rise.

29/05/2025

Don't let the financial year end without optimising your super. Contributing more to your superannuation before June 30th can offer significant tax benefits, potentially boosting your retirement savings while reducing your taxable income. It's a smart way to build wealth for your future, and our financial planning experts can help you understand how to make the most of your super contributions.

09/05/2025

https://www.fool.com.au/2025/05/10/eyeing-retirement-do-you-really-need-1-million/
Dreaming of a comfortable retirement? Partnering with a financial advisor now can make it happen. Our financial adviser can create a personalized plan, navigate complex financial decisions, help you stay on track, and reduce stress as you approach this exciting chapter. Invest in your future peace of mind today!

Living costs have skyrocketed over the past few years, and Australians eyeing retirement may be wondering how much money they'll likely need.

07/05/2025

Looking to diversify your investment portfolio? 🤔 Term deposits can be a smart way to add stability. As your financial advisor, Oakwood Wealth can help you understand how they fit into your overall strategy and recommend options tailored to your goals. Let's chat!

In an era of economic uncertainty, finding stable and reliable investment options is more important than ever. While high-risk assets may promise greater returns, they also expose investors to volatile market swings. A personal term deposit offers a secure alternative, providing guaranteed returns w...