WealthPartners Financial Solutions

13/09/2025

28/07/2025

Interesting to see how things have changed in the past 5-10 years. But also interesting to see what brands have remained.

See how Nvidia’s record $4.2T valuation reshuffles the ranking of most valuable companies in the world, and where the non-U.S. companies are.

11/04/2025

The S&P 500’s top companies are often considered industry leaders and typically make up a substantial share of the index’s total market cap.

The top 10 company rankings have fluctuated significantly over time, as shifts in technology, consumer behavior, and economic cycles have propelled different industries—and the companies leading them—to the forefront.

This visualization shows the 10 largest companies in the S&P 500 by their share of the S&P 500’s total market capitalization from 1985 to 2024.

How many of these are in your current portfolio? Ask your Financial Adviser

Tech companies have quickly become the leaders of the S&P 500, despite barely appearing in the top 10 before 2000.

19/12/2024

Very grateful, that Wealthpartners Financial Solutions has been able to support this wonderful initiative from the cancer council over the past 10 years.

Since our Legal, Workplace and Financial Referral Services’ inception in 2010, we have partnered with thousands of professionals who generously provide

24/09/2024

Proud to support grassroots Rugby and ensure those who give so much of their time are recognised and appreciated

Takes a lot to run a club and it wouldn’t be possible without the amazing support of our sponsors who ensure we are able to provide our players staff and supporters with best experience.

In particular we want to thank WealthPartners Financial Solutions who generously sponsored our 2024 Presentation night including ensuring that many of our volunteer staff and coaches who give so much to club already could enjoy the night!

Thank you again to Andrew and the team at WealthPartners!

14/02/2024

Seems like the housing shortage is not unique to Australia

28/02/2023

Just announced

The Treasurer has confirmed Labor will double tax rates paid by those with over $3 million in their super.

Individuals with superannuation balances surpassing $3 million will see their tax rate double to 30 per cent from 2025-26, Treasurer Jim Chalmers said on Tuesday.

Currently, earnings from superannuation in the accumulation phase are taxed at a concessional rate of up to 15 per cent, with the Treasurer confirming in a statement that this will continue for all super accounts with balances below $3 million.

The government is set to introduce enabling legislation to implement this adjustment "as soon as practicable".

Further consultation are expected to be undertaken with the superannuation industry and other relevant stakeholders to settle the implementation of the measure.

More to come.

06/10/2022

To celebrate Financial Planning Week 2022, the FPA commissioned new research to highlight the difference in quality of life between advised and unadvised Australians, also launching the inaugural Value of Advice (VoA) Index.

The study measures perceptions of quality of life, financial confidence and satisfaction, drawing attention to the difference between unadvised and advised Australians. In the future it will provide a year-on-year comparison on the value financial advice.

The latest insights reveal that Australians are significantly better off across the board than those who are not advised. Furthermore, those Australians advised by a CFP© adviser report demonstrably improved outcomes. www.fpa.com.au/news/australians-who-engage-a-financial-planner-have-a-better-quality-of-life-fpa-launches-inaugural-value-of-advice-index/

04/10/2022

Lets reflect on the Value of Advice today being World Financial Planning Day

04/10/2022

October 3 marks the start of a week of celebration - Financial Planning Week 2022! Lets celebrate the value of advice