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Our friend and colleague, Rosie, is retiring today.
We will all miss her greatly. We wish her a wonderful retirement.
Rosie Harriss

Vale Gregory Lancelot Brown

I am saddened to announce that our dear friend and mentor Greg Brown has passed away after a brief illness.

Greg loved spending time with his family, his sporting passions, particularly hockey and cricket, holidaying in Bali with his beloved wife Linda and helping people through his work.

He will be remembered within the financial advice community for his over 50 years of work with a particular passion for personal risk life insurance. He has helped thousands of people to have a more secure financial future.

Greg was energetic and passionate about his work and clients, many of whom have become his friends over the years.

I wish Greg's family and many friends my condolences. I have known Greg my entire life and he has been not only a mentor in this time, but also a very close friend to myself and my family. I will miss Greg greatly.

Troy Williams
Ivy Wealth

A surplus for now but stormy seas ahead

Treasurer Jim Chalmers bills his 2023 Federal Budget as an economic strategy to help ease cost-of-living pressures.

To that end, he has delivered a modest but welcome package of cuts to healthcare, housing and energy costs as well as boosts to welfare payments for single parents and the unemployed.

Banking an unexpected bonus in increased tax revenue and rising commodity prices, the Albanese government has aimed to help the most disadvantaged while also looking ahead with new plans for renewable energy, defence and the arts.

But it has kept its spending under control to deliver a forecast $4.2 billion budget surplus – the first in 15 years.

The Treasurer sums up his second budget as “a plan for security, for prosperity, for growth”.

Federal Budget 2023-24 Analysis A surplus for now but stormy seas aheadTreasurer Jim Chalmers bills his 2023 Federal Budget as an... https://eread.com.au/ivy/155227

How do interest rates affect your investments?

How do interest rates affect your investments? - Ivy Wealth Interest rates are an important financial lever for world economies. They affect the cost of borrowing and the return on savings, and it makes them an integral part of the return on many investments. It can also affect the value of the currency, which has a further trickle-down effect on other inves...

Spend wisely in life. Alway ensure that your cost of living is less than your own income

Would you have the money to pay for an unexpected emergency

Time to refinance? Considerations for mortgage holders and businesses

Time to refinance? Considerations for mortgage holders and businesses - Ivy Wealth With the cost of living continuing to rise, it can feel increasingly hard to make ends meet in terms of your personal finances, and it can also be challenging running a business in an inflationary environment. One way of combatting inflation is to reduce the escalating cost of borrowing by reviewing...

There are only two ways to live your life

To help maintain your quality of life in retirement, planning ahead can help

Tick Tock: What’s the time on the property clock

Tick Tock: What’s the time on the property clock - Ivy Wealth Property investors say that succeeding in real estate is all about timing. Buying at the bottom and selling at the top is easier said than done as there is no easy way to predict exactly when the market is at its peak or trough. Many real estate experts agree that “time” is everything and it’s...

We make a living by what we get, but we make a life by what we give

Considering investing but not sure where to start?

Star ratings for Aged Care help make family choices easier

Star ratings for Aged Care help make family choices easier - Ivy Wealth Moving into aged care can be a challenging time, both for those making the move and families supporting their loved ones. It’s understandable that everyone wants to find the most suitable accommodation and the appropriate standard of care, however, it can be confusing to make that choice. A new st...

If you can imagine it, you can achieve it. If you can dream it, you can become it.

Sometimes life can throw curve balls

Trust your gut to boost your health

Trust your gut to boost your health - Ivy Wealth Gut health has become one of the hottest health topics in recent years as we have started to learn about the complex connection between gut health and overall health. So why is gut health so important and how can we support and boost our own microbiomes? Firstly, what exactly is a microbiome? The hu...

It is often the small steps, not the giant leaps

Have you thought about your transition to retirement?

Flexing your retirement plans

Flexing your retirement plans - Ivy Wealth The concept of retirement is changing, with fewer people working towards a final retirement date and then clocking off for good. Instead, those who have the flexibility to choose are often transitioning out of the workforce over several years, or even returning after a break. Whether you simply want...

If you’re saving, you’re succeeding

Many of us will spend more than 1/3 of our lives in retirement

Raising resilient kids

Raising resilient kids - Ivy Wealth We all want the very best for our kids and as much as we would like to shield them from the difficult aspects of life, sadly we can’t keep them from facing challenges along the way – both big and small. The term ‘helicopter’ parenting has been bandied around a bit in recent years and ... Rea...

Beware of little expenses; a small leak can sink a great ship

Eligibility age for downsizer super contributions has reduced from age 60 to 55

Stepped vs level premiums: which is best?

Stepped vs level premiums: which is best? - Ivy Wealth These days, most people hold some form of life insurance in their super account. While this is a welcome safety net, the level of cover held this way is often inadequate. A Rice Warner study back in 2020 found that life cover within superannuation only met about 65-70 per cent of actual need.i With....

The starting point of all achievement is desire

Environmental, Social, Governance

You’re braver than you believe, stronger than you seem, and smarter than you think

Market movements & review video – February 2023

Market movements & review video - February 2023 - Ivy Wealth Stay up to date with what’s happened in the Australian economy and markets over the past month. China’s plans to kickstart its economy after the pandemic shutdown have been dominating the news this month and will have worldwide implications, not the least for Australia. Australian shares were up...