Wattle Partners

Having goals and a financial plan for retirement is essential, but they alone won't guarantee an 'epic' retirement. To achieve that, you need to start focusing on the mind and body you want in your 70s, 80s, and 90s.

This means working on your physical and mental health now. Planning for a longer retirement involves improving your quality of life, health, mobility, wellbeing, relationships and social engagement.

In this session, renowned retirement educator Bec Wilson - Epic Retirement will guide you on how to make your retirement truly 'epic.'

Register now - https://lnkd.in/gFiWj-2V

Retirement often means leaving behind a sense of purpose, creating a feeling of emptiness despite newfound freedom. The Japanese concept of "ikigai" – your reason to get out of bed each day – is crucial in this stage of life.

In this session, renowned retirement coach Jon Glass from 64plus will help you find, nurture and listen to your ikigai, making your retirement as meaningful as it is flexible

Register now - https://lnkd.in/gFiWj-2V

At Wattle we're more than just financial advisers—we're partners dedicated to shaping your ideal retirement. With our extensive expertise, we specialise in retirement, superannuation, and investment planning.

Read the article below for 5 simple steps to start retirement planning at any age.

Want to know more? Come to our specialist event in Sydney 'Making the Most of Your Golden Years'.

Register now - https://lnkd.in/gFiWj-2V

5 simple steps for retirement planning at any age - The Australian Women's Weekly Planning your retirement makes it easier to transition out of work – and it’s never too early to start.

More than 130,000 Australians retire every year, but for many it is still a decision fraught with trepidation.

After the success of our event last year in Melbourne, we are excited to be heading to Sydney to empower more Australians to make the most of their Golden Years!

Joined by a diverse group of speakers, together we will explore both how to prepare financially for retirement as well as how you can find purpose and fulfilment in life after work.

Whether you’re retired, nearing retirement or just planning ahead, the event is packed with invaluable advice to help you get the golden years you deserve.

Register now - https://lnkd.in/gzjnxGy9

Making the Most of Your Golden Years — Wattle Partners An event packed with invaluable advice to help you get the golden years you deserve. Register today!

Retirement is a very long road. While a lot of focus is placed on the importance of being financially prepared for it, this isn't the only thing you should be thinking about leading up to, and entering into retirement.

Great spread in Money Magazine Australia discussing the five basic stages of retirement!

Win one of 10 copies of The Golden Years book which explores these stages in more detail along with actionable insights - https://lnkd.in/g2NVSj6p

Watch the replay of Drew Meredith's conversation on CuppaTV below!

Drew sat down with Luke Cook to discuss his top tips for planning a fulfilling and secure retirement and spoke more about some of his favourite chapters from The Golden Years book.

How to plan a happy and financially secure retirement with Drew Meredith Join Drew Meredith as he shares expert insights on planning a fulfilling and financially secure retirement in this enlightening episode on Cuppa.tv

We are excited to tune into the upcoming webinar 'Planning a Happy and Financially Secure Retirement' this Wednesday with Luke Cook and CuppaTV!

Discussing some of the most valuable insights from the recently published book, 'The Golden Years', whilst answering live questions from the audience.

Register for the free webinar here to take control of your Golden Years - https://lnkd.in/gV2QVtbS

Supporting one of our great clients, Lynda Sterns, as she discovers her 'why' in retirement through her passion for art.

Launching her first exhibition Jamie Nemtsas’s daughter, Audrey, was the first to buy, snapping up a fantastic piece.

Wattle Partners believes that finding one’s ‘why’ in retirement is one of the most important steps in ensuring that retirement is truly ‘golden years’.

Whether it's learning new skills, exploring the world, spending time with grandchildren, contributing to charity, or pursuing any endeavour that brings you purpose, we're here to support you every step of the way.

'The Golden Years - How to plan a happy and financially secure retirement' is in stores today!

Congratulations Jamie Nemtsas and Drew Meredith on the release of your book.

Packed with case studies from careers in financial advice, as well as practical and actionable insights, this book will educate, inspire and give you peace of mind as you plan for, transition to and live your best life in retirement.

Purchase your copy below!
https://lnkd.in/dnRhKJdG

Major Street Publishing

What a surreal feeling to have The Golden Years book in our hands! Ready to hit the shelves next week we cannot wait for our community to receive a copy.

The golden years should indeed be the pinnacle of everyone's life—a time of joy, fulfillment, and security. Through this book, we hope to contribute to making that vision a reality for as many people as possible.

Available to pre order below for release on April 9!
https://lnkd.in/dnRhKJdG

Major Street Publishing

Introducing our new series, The Journey, join us as we delve into the lives of people like Peter and Carole, who entrusted us to be a part of their journey, three years before their retirement.

Tune in as we get real with out clients to understand the most important questions and challenges they faced during their retirement journey and what strategies and planning were most helpful to ensure they could enjoy the retirement they always dreamt of.

Watch the full episode below:
https://www.youtube.com/watch?v=RnThY-qx--w

Thank you to Peter and Carole for being such great sports and sharing so generously with us.

The Journey - Peter and Carole Welcome to our new series, The Journey, where we will embark on an exploration into the world of retirement. Join us as we delve into the lives of people lik...

Read Jamie Nemtsas' insights in The Australian on how more aggressive investment strategies could benefit younger clients starting an SMSF and how an increased bond allocation might be the answer, despite them being a historically neglected asset class within SMSFs.

Read the full article below.

Why working Aussies should focus on bonds for their SMSF Self-managed super funds are increasingly appealing to younger Australians. Although those nearing or in retirement remain the dominant cohorts, ATO statistics show 13.5 per cent of SMSF members were aged 44 or younger at September 30, 2023.

The team had the privilege of attending 'The Sustainable Investing Forum' hosted by Colonial First State, featuring the remarkable former Vice President of the United States, Al Gore and his co-founder David Blood from Generation Investment Management.

The highlight of the evening was the keynote session by Al Gore and David Blood, diving into the world of responsible investing, regulation, policy direction, and the critical need for collaboration between governments and the financial sector.

We feel incredibly grateful to attend these events and gain important takeaways to help better service our Wattle clients.

Rachana and Sharni had a fantastic time with two of our newest Wattle clients, Domenic Antonucci and Jenni Battiss at the Australian Open earlier this week.

Jenni has been incredibly busy with the recent launch of her own e-commerce business, so it was wonderful to pause and enjoy the afternoon at the tennis.

The business, which specialises in sustainable garment production, is donating a portion of its revenue to help support the healthcare of the local community, something they are passionate about.

Congratulations Jenni! Check out her venture at https://www.moyomoyo.co/

In this article, Jamie Nemtsas explores the impact on SMSF portfolio returns by exploring the ASX 200 16-year performance history relative to the S&P 500.

Is it time to re-evaluate and consider a genuine diversification approach within SMSF portfolios?

Read the full article below.

Ho ho, oh no! Don’t be fooled by the Christmas cheer For self-managed super fund (SMSF) trustees looking for some Christmas cheer, don’t look at your Australian share portfolios.

Wattle adviser Fatuma Akalo spoke with SMSF Adviser about her 2024 expectations for any further Labour government super related changes.

Read more below.

Is there more in store from the government in 2024? Part four in our series of predictions for 2024 reveals that our experts believe there is more in store from the government in terms of legislation and regulations. Do you expect the Labor govern

Jamie Nemtsas' write-up in The Australian this week dives into the evolving dynamics of China-Australia relations including the potential risks and rewards for investors.

Read the full article below.

Is it time to reconsider investing in China? Prime Minister Anthony Albanese’s visit to China this week marks a new phase in diplomatic relations between the two nations.

Thank you to everyone who joined us at our first in-person retirement event in Melbourne.

We spent the afternoon deep-diving into all things retirement from the investment aspect, emotional and psychical challenges and our top tips after having guided hundreds of families into and throughout retirement.

Thank you to our valued speakers for coming along and sharing your expertise
• Jon Glass, Retirement Coach, from 64Plus
• Owen Rask from Rask
• Reece Birtles, Chief Investment Officer, and Ross Kent, Client Portfolio Manager from Martin Currie
• Qiao Ma, Partner & Portfolio Manager, from Munro Partners
• Stuart Robinson, Senior Manager from Australian Ethical Investment

And to our host James Dunn.

We are looking forward to hosting more events like this one in cities around Australia in 2024!

Managing director, Jamie Nemtsas wrote this piece for The Australian sharing his thoughts on why the case for a heavier weighting in cash and term deposits in SMSFs has never been stronger.

Read the full article below.

Too much cash in SMSFs? Don’t you believe it At June 30 last year, self-managed super funds held cash and term deposits totalling $140bn – 16.7 per cent of total net SMSF funds under management of $840bn.

Join us to unlock the secrets to a fulfilled retirement!

On Thursday, October 26th at Le Méridien in Melbourne, Wattle Partners is hosting a FREE one-of-a-kind retirement event!

Partnering with Owen Rask, of Rask, one of Australia's top finance podcasters! We will be hosting a unique afternoon of sessions covering the most important parts of any retirement. From the emotional and physical challenges to the most common mistakes and strategies for retirees, as well as why investing in retirement can’t also be fun.

Registrations are open now, we can't wait to see you there.

Making the Most of Your Retirement At Wattle Partners, our goal is to ensure more Australians embrace their golden years.

Wattle advisers Fatuma Akalo and Renato Manias recently participated in the Rask roadshow during its Perth stop earlier this month.

They had a valuable discussion about the changing superannuation landscape for future generations. They delved into the potential taxation of pension incomes and highlighted the likelihood that current tax concessions will become less prevalent for the next generation due to the challenges caused by an aging population and the impending financial burdens on younger generations.

Thanks for having us Rask! Tickets are still available for the upcoming events
https://lnkd.in/gsQsqn2x

Our very own adviser, Fatuma Akalo, spoke with Rask sharing how her upbringing influenced her relationship with money and how she went on to change the direction of her financial future.

Take a listen below!

Changing my money story with financial adviser Fatuma Akalo Fatuma Akalo, a financial adviser at Wattle Partners, shares how her upbringing influenced her relationship with money and how she went on to change the direction of her financial future.

Drew Meredith spoke with Hannah Wootton at The Australian Financial Review about key super changes affecting retirees' and pensioners' savings.

Read the full article below.

Big bonuses coming your way from four key super changes Higher caps mean you can ramp up non-concessional contributions, retirees can begin pensions with more tax-free money and younger savers get a bigger kick-start.

Check out our most recent Unconventional Wisdom newsletter, where we outline and review what went on in the market in the month of August.

Read the full report below. 👇

The Month That Was... — Wattle Partners Global sharemarkets looked to have bottomed in June as markets began to digest the implications of the Federal Reserve’s aggressive monetary policy action. Comments from Governor Jerome Powell during the annual Jackson Hole Summit reversed the recent positive trend as he all but denied growing exp...

What a great day out in Mount Macedon with our incredible clients and team celebrating National Wattle Day!

The day was filled with enjoying local wines and produce with our wonderful Wattle community.

Thank you to all who joined us!

National Wattle Day is coming up on Thursday 1 September!

To celebrate, we have planned a day out in Mount Macedon for our wonderful Wattle community which entails enjoying a range of local wines followed by a lunch.

If you're wanting to learn more about transitioning into retirement or how to better manage income during this time, come along and hear from our team and loyal clients.

Email [email protected] for more information.

Welcome to the final episode of the Passive Income Series with Director, Drew Meredith and Owen Raszkiewicz from Rask Australia!💰

In this episode on The Australian Investors Podcast, Drew and Owen answers a range of questions about passive income, some including "how to invest on behalf of children" and "Is the BetaShares YMAX ETF a good investment for income".

Listen to the full episode via the link below.🎧

💰 Passive income Q&A with Owen Rask & Drew Meredith, CFP | Passive Income [5/5] Passive Income series Part 5/5 on The Australian Investors Podcast features Owen Rask and Drew Meredith, CFP and they're answering your passive income questions!

Check out our most recent Unconventional Wisdom newsletter, where we outline and review what went on in the market in the month of July.

Read the full report below. 👇

The month that was... — Wattle Partners The RBA has continued to deliver what the central bank itself said just 12 months ago would never happen, increasing interest rates by 50 basis points in July and August. Despite Australia being among the most sensitive economies to movements in interest rates and bond yields, the cash rate has now

Welcome to episode 4 of the Passive Income Series with Director, Drew Meredith and Owen Raszkiewicz from Rask Australia!💰

In this episode on The Australian Investors Podcast, Drew and Owen walk through a full case study of a fictitious Australian couple, Ralph (52) & Jane (51), looking to generate passive income from a diversified portfolio.

The result: Drew predicts this couple could retire on a generous yearly income if they can get to $1.2 – $1.6 million of investable assets before retirement.

Listen to the full episode via the link below.🎧

💰 A $1 million portfolio, how this CFP invests for income | Passive Income [4/5] This episode of Rask's Passive Income series on The Australian Investors Podcast features Owen Rask and Drew Meredith, CFP talking about a $1 million portfolio.