Invested Wealth Solutions

12/03/2025

Helping our clients navigate changing markets while maintaining peace of mind is what we’re all about.

Thank you for the kind words, Andy!

We’re so grateful for the opportunity to work alongside great people like you and appreciate your support 🙌🏼

19/02/2025

FINALLY 👏🏼
In some welcome news for homeowners, the RBA has now cut interest rates by 0.25 of a percentage point.

In its post-meeting statement, the board noted that inflation had reduced substantially from its peak in 2022.

Despite the cut, the board emphasised that sustainably returning inflation to target remains its priority, and suggested further interest rate cuts are not guaranteed. Watch this space!

09/01/2025

Beautiful Wingham, it’s been a blast! We have truly loved growing our practice out here over the last few years in this little light-filled space. But with four busy children, the time has come for us to shuffle back a little closer to our day-to-day life.

Our office is now located on Level 2, 41 Crescent Avenue, Taree (within the Johnson & Mongan Accounting building). All appointments will be held here moving forward unless otherwise advised.

We are excited for the additional flexibility that comes with this move and can’t wait to catch up with you all soon.

Let’s do it, 2025!

19/11/2024

Thank you Paradise Media, you were so great to work with!

Lifestyle shoot earlier this month with Invested Wealth Solutions

31/10/2024

Some kind words from Jeff & Sue about their Invested experience 🤍

24/10/2024

For the last 5 days, Jack and our boys have embarked on a massive challenge. We’ve been posting updates on our stories, but realise that not everyone watches these. So here’s a little post to catch you all up!

As part of Nedd Brockman’s Uncomfortable Challenge, Jack committed to running 10 Olympic distance triathlons over 10 days. Each day, this would mean he would swim 1.5km, cycle 40km, and finish off with a 10km run.

He has completed 5 days thus far, with his efforts equating to a huge 7.5km in the pool, 200km on the bike, and 50km pounding the pavement already. This afternoon, for Day 6, he will be doing it all again to keep that km tally moving upwards!

By the end of this 10-day challenge, he will have totalled 15km of swimming, 400km of riding, and 100km of running.

This coming Tuesday is the final day, and I’d like to make sure we can help him finish with a bang. So far, he’s raised $4033 for Mobilise, an incredible organisation dedicated to tackling homelessness in Australia.

Naturally, our three boys couldn’t watch their dad have so much fun without joining in. So they created their own fundraising page, with Byron (age 11) pledging to run 5km each day, and Ollie (age 9) and Moby (age 6) deciding on a very respectable 3km. Even our littlest, Indigo (age 4), has been participating each afternoon (in whatever bits and pieces she chooses, being the boss of our family!)

The boys have raised a total of $709, with grand plans to surpass theirs dad’s efforts and pip him at the final post.

We are just blown away with all of the support thus far. So many people wide and far have gotten behind our little family and helped contribute towards a cause very close to our hearts.

Thank you seems so inadequate, but THANK YOU SO MUCH! I’m sure we will have a more articulate summary of our gratitude when all of this is over 🤍

We’ve got a sensational community following along on our page here. Let’s get this 👏🏼 If you’d like the link to donate to either or both pages, please just send us a message

24/10/2024

This is our family, at around 6:30pm last night.

For the last 5 days, Jack and our boys have embarked on a massive challenge. We’ve been posting updates on our stories, but realise that not everyone watches these. So here’s a proper post to catch you all up!

As part of Nedd Brockman’s Uncomfortable Challenge, Jack exuberantly committed to running 10 Olympic distance triathlons over 10 days. Each day, this would mean he would swim 1.5km, cycle 40km, and finish off with a 10km run.

He has completed 5 days thus far, with his efforts already equating to a huge 7.5km in the pool, 200km on the bike, and 50km pounding the pavement. This afternoon, for Day 6, he will be doing it all again to keep that km tally moving upwards!

By the end of this 10-day challenge, he will have totalled 15km of swimming, 400km of riding, and 100km of running.

This coming Tuesday is the final day of the challenge, and I’d like to make sure we can help him finish with a bang. So far, he’s raised $4033 for Mobilise, an incredible organisation dedicated to tackling homelessness in Australia.

Naturally, our three boys couldn’t watch their dad have so much fun without joining in. So they created their own fundraising page, with Byron (age 11) pledging to run 5km each day, and Ollie (age 9) and Moby (age 6) deciding on a very respectable 3km. Even our littlest, Indigo (age 4), has been participating each afternoon (in whatever bits and pieces she chooses, being the boss of our family!)

The boys have raised a total of $709, with grand plans to surpass theirs dad’s efforts and pip him at the post. I’m going to link their page here too- please donate if you can, or even just share their page with your networks with a little note regarding their efforts.

We are just blown away with all of the support thus far. So many people wide and far have gotten behind our little family and helped contribute towards a cause very close to our hearts. Thank you seems so inadequate, but THANK YOU SO MUCH! I’m sure we will have a more articulate summary of our gratitude when all of this is over, and we can take a breath 🤍

We’ve got a sensational community following along on our page here. Let’s get this 👏🏼

Jack
https://www.neddsuncomfortablechallenge.com/fundraisers/jackfischer

The Boys
https://www.neddsuncomfortablechallenge.com/fundraisers/byronolliemobyfischer/fitness-challenge-kms?ref=ch_3QCGVQKscWFCOSaz2ZVk5ENL

21/08/2024

DAFFODIL DAY 2024

Around this time each year, we like to divert a little from our regular programming. Instead, we choose to use our tiny platform to bring attention to an organisation close to our hearts – Cancer Council.

Daffodil Day is an iconic annual campaign that raises life-saving funds for cancer research. It is a symbol of hope, where as a nation we can come together to show our support for the thousands of Australians diagnosed with cancer every year.

As a Cancer Council pro bono partner, we recognise the incredible work this organisation does. This is a partnership that has been very important to our young business, giving us the ability to provide meaningful support to those who need it most.
Which is a rare privilege indeed.

Cancer Council supports people affected by cancer. It also educates, advocates, and advises various groups, including our government. They are also a major funding contributor towards research and prevention. An organisation we hope will be here for the long haul!

If you are in a position to donate, head over to Cancer Council’s website - we will also link this in our stories.

21/08/2024

WE KNOW YOU WANT TO!

With HSC trials in full swing, we felt it was the perfect opportunity to highlight Financial Planning as a career option.

It is genuinely one of the most rewarding professions, in so many different aspects. On a surface level, obviously we get to help people achieve financial security. But on a much deeper level, we also get to understand their goals, motivations, interests, and values. It’s a very relationship-oriented job, requiring quite a unique personality and skill set to succeed in.

We’ve tried to cover some key things here, but it is by no means exhaustive. Just something to pique your interest!

Do you know someone that enjoys numbers, but also has some great people skills? Feel free to forward this info on, or tag them here!

15/08/2024

Just leaving this stellar testimonial here for your Friday! Thanks Sean & Lyn, we love working with you 🙌🏼