South Eastern Wealth

Regardless of the type of work you do, there is always a possibility of falling sick or getting injured. That’s why every Australian workplace has a health and safety obligation to provide safe work premises, assess risk and have workers’ compensation insurance.

Do You Need More Than Workers’ Compensation? Regardless of the type of work you do, there is always a possibility of falling sick or getting injured.

A Superannuation Guide for Self-Employed
contribute to superannuation nest egg for retirement
benefits
do I contribute to super if I’m self-employed?

A Superannuation Guide for Self-Employed Often, self-employed people prefer reinvesting back into their businesses, hesitant to stash money away in superannuation.

How you can build your financial resilience

How you can build your financial resilience Resilience is the ability to quickly recover from setbacks, and while setbacks can come in many forms most of them will have a financial component.

Great win today with my team today and as major sponsor of Burwood District Bowls Club🏆🏆

Great win today as lawn bowl pennant winners div8 south east Melbourne

Proud day today as a sponsor of the Burwood District Lawn Bowls club and playing member of the Victorian Division 8SE, Section 4 Grand Final WINNERS.

Burwood District Defeated Camberwell Central 67-48.

CONGRATULATIONS TO MY TEAM. Outstanding all year.

Great to be playing with one of my clients in Ian (Smithy) Smith.

Financial education as a stepping stone to success.
Think back to when you got your first job and first dipped your toe into financial independence. Regardless of what age you started working, it’s likely the first thing you did was to spend it all.

Financial education as a stepping stone to success Let's face it; Australia would not get great grades for its ability to teach financial literacy to our younger generation.

Fortifying your finances in times of recession

Fortifying your finances in times of recession Recessions are an inevitable part of the financial cycle. Understanding their nature and preparing for their impact can make a significant difference.

The joys of Christmas

The joys of Christmas It’s a good idea to start a Christmas savings account early in the year to relieve financial pressure.

Great news to welcome Andre DiMatteo, who joins Mark Butters and the team at South Eastern Wealth as a Senior Financial Planner and is based in South Australia at 226 Magill Road BEULAH PARK.

Andre has been involved in financial services for over 12 years advises young families, business owners, pre-retirees & retirees, about managing their wealth including investments, superannuation, retirement incomes, estate planning and personal insurances.

Andre can be contacted on 0421 460 337 or [email protected]

Preparing for retirement in uncertain times

Preparing for retirement in uncertain times As most long-term investors know, investment markets have their ups and downs. The downs are usually associated with periods of uncertainty, perhaps due to political or economic factors or even natural disasters. Uncertainty leads to volatility – more extreme movements in asset prices – which ca...

Financial success means more than money

More money is not necessarily an accurate measurement of financial success. Money is just one part of financial success. The more critical aspect is what we do with the money we earn.
Real financial success is attained when the accumulation of wealth or achieved income is enough to support your ideal life for the rest of your life. Some might define it simply as financial independence or financial freedom.

Literacy

Financial success means more than money More money is not necessarily an accurate measurement of financial success. Money is just one part of financial success. The more critical aspect is what we do with the money we earn. Real financial success is attained when the accumulation of wealth or achieved income is enough to support your idea...

Download your free Ebook
- 5 Common Mistakes That May Ruin Your Retirement.

Free Ebook - 5 Common Mistakes That May Ruin Your Retirement

Teaching your kids about money

Teaching your kids about money A survey by the University of Melbourne How Australians feel about their finances and financial services providers asked respondents about their biggest financial regrets. Top of the list was ‘not saving enough’, followed by ‘not investing enough’, ‘not planning enough’, ‘not learning ...

RBA hits pause but warns it may raise rates again

The Reserve Bank of Australia has kept the cash rate on hold at 4.1 per cent, but warned further interest rate rises may be necessary amid concerns about CPI-linked pay rises and firms raising prices in line with inflation. It said the 12 increases since May last year were working to establish a more sustainable balance between supply and demand. Read the following.

Statement by Philip Lowe, Governor: Monetary Policy Decision | Media Releases At its meeting today, the Board decided to leave the cash rate target unchanged at 4.10 per cent and the interest rate paid on Exchange Settlement balances unchanged at 4.00 per cent.

Teaching new, young investors, old tricks

Teaching new, young investors, old tricks The newest generation of young investors was raised during the Age of Information. Growing up alongside the internet, this generation has been exposed to more information and technological advancement than any generation before them. Young investors have greater access to education around investing,...

More than money – Planning for your retirement ‘holiday’

Budgeting for retirement is like preparing for an epic journey! Packing the right items and planning ahead is essential to ensure you don’t run into any surprises along the way.

https://lnkd.in/gJtkHB2P

More than money - Planning for your retirement ‘holiday’ Budgeting for retirement is like preparing for an epic journey! Packing the right items and planning ahead is essential to ensure you don’t run into any surprises along the way. Why plan for your golden years? Just like a trip, when you’re ready to retire, it’s essential to have enough money s...

A leading fund manager says the structural deflation that made Australians real estate millionaires is over and investors should get ready for a decade of little to no capital growth in housing.
Click on below for the full read.

Property growth is dead for the next decade: Milford A leading fund manager says the structural deflation that made Australians real estate millionaires is over and investors should get ready for a decade of little to no capital growth in housing.

With the end of the financial year drawing near there may be some valuable opportunities that may be worth discussing. Depending on your personal circumstances, there may be some beneficial planning strategies you can implement before 30th June, 2023

Make the most of End of Financial Year opportunities 2022/23 With the end of the financial year drawing near there may be some valuable opportunities that may be worth discussing. Depending on your personal circumstances, there may be some beneficial planning strategies you can implement before 30 June. Important: Certain eligibility requirements may apply to...

RBA lifts rates to 3.85pc in shock increase, and warns of more to come

The Reserve Bank stunned economists and markets with an 11th rate rise in the past year, and warned further increases may still be necessary to bring inflation under control. Today’s 0.25 percentage point increase takes the cash rate to 3.85 per cent.
Read the following from Reserve Bank

Statement by Philip Lowe, Governor: Monetary Policy Decision | Media Releases At its meeting today, the Board decided to increase the cash rate target by 25 basis points to 3.85 per cent. It also increased the rate paid on Exchange Settlement balances by 25 basis points to 3.75 per cent.

Should I pay down my mortgage or invest?
It’s always a good idea to regularly check in on your financial position. For those who find themselves with spare funds, it often raises the question, “Should I pay down my home loan or invest these funds elsewhere?”.
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Should I pay down my mortgage or invest? It’s always a good idea to regularly check in on your financial position. For those who find themselves with spare funds, it often raises the question, “Should I pay down my home loan or invest these funds elsewhere?”. For most, there is nothing like the comfort of reducing their mortgage. Kno...

Using dollar cost averaging to grow your investment or super.

https://southeasternwealth.com.au/theres-no-time-like-the-present/

There’s no time like the present Over the last 100 years global share markets have experienced many major setbacks, including the Great Depression of the 1930s, several wars, the ‘crash of 1987’, and the Global Financial Crisis. But for every low, recovery has followed – they just take time. What stops most people from invest...

FIRE… Financial Independence, Retire Early. Sounds nice, doesn’t it?

Is your retirement on FIRE? FIRE… Financial Independence, Retire Early. Sounds nice, doesn’t it? It’s easy to see why the FIRE movement is burning hot across the younger generations. The notions of financial independence and early retirement are surely appealing to the majority. But as with most good things, it comes at ...

At its meeting today, the Reserve Bank Board decided to increase the cash rate target by 25 basis points to 3.60 per cent. It also increased the interest rate on Exchange Settlement balances by 25 basis points to 3.50 per cent.
https://lnkd.in/gFcUYYPf

Statement by Philip Lowe, Governor: Monetary Policy Decision | Media Releases At its meeting today, the Board decided to increase the cash rate target by 25 basis points to 3.60 per cent.

You CAN achieve one million dollars! Starting today.
https://southeasternwealth.com.au/you-can-achieve-one-million-dollars-starting-today/

You CAN achieve one million dollars! Starting today. One of the most common questions I’m asked as a financial adviser is “will I have enough to retire?” It truly is the million-dollar question! With so many variables involved, there is no set answer, but these days with so many of us expecting to live longer, at least one million dollars is the...

https://southeasternwealth.com.au/personal-insurance-faqs/

What are the different types of personal insurance?

Personal Insurance FAQs Personal insurance is designed to protect you and your loved ones from the financial consequences of death or disability. They reduce the impact of risk on your financial lifestyle. They, therefore, form an important part of most financial plans. Here’s a brief overview of what they are and how th...

https://southeasternwealth.com.au/millennial-minds-property-or-investment-portfolio/

Millennial minds - property or investment portfolio? Research by CommBank has shown that 43% of millennials are investing to create wealth so they will be financially independent, with 45% favouring property investment, followed closely by the stock market at 38%. These figures will likely come as no surprise, given Australians’ love for property ow...

https://southeasternwealth.com.au/cybersecurity-identity-theft-and-prevention/

Cybersecurity - Identity theft and prevention There has been an alarming increase in Australians being scammed after combined losses of over $2 billion reported in 2021 which might double this year. The ACCC’s Scamwatch received more than 166,000 reports between January and September this year, a 90 per cent increase in losses to $424.8 milli...