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Book a Meeting Value investors are like trendsetters in the investing world. As the name suggests, they see the value in specific assets before anyone else does. And by the time that everyone else catches on, they’re already hunting for the next diamond in the rough. They’re not blinded by the “popular” stocks or …
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Book a Meeting It’s been said before, but we’ll say it again: Don’t put all your eggs in one basket. It’s easy to go all in with one investment when it’s performing well, but you need to have different investment strategies in place so that you’re ready when that investment falls behind. We see …
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Book a Meeting TV shows can make property renovations look glamorous and effortless. But as a property investor, you need to realise that spending money on a property doesn’t always result in an increase in value. When it comes to renovations, you need to be selective and discerning with home improvements, or else you …
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Book a Meeting How would you rate your risk tolerance? We find that a lot of people have a “low risk” mentality when they first start investing, but as you continue getting more experience, this might (and should) change. Experienced investors know that low risk results in low returns, but could result in higher …
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Book a Meeting We’ve all got at least one of those friends right? Bought a couple of properties, and suddenly they’re a real estate expert. Had some good trades on the stock market and they’re the next Wolf of Wall Street. Sometimes it’s easy to feel a touch intimidated because it feels like people …
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Book a Meeting As we near the end of 2023, we want to provide you with some guidance on how we are thinking about the investment landscape for 2024. Of course, if you have any questions relating to this, please do reach out to discuss. We otherwise wish you a great lead-up to the …
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Book a Meeting We’ve got some difficult news to share with you: How your investments performed in the past doesn’t dictate how well they will perform in the future. If you have a “set then forget” type of mindset when it comes to your investment portfolio, you might have a hard time achieving your …
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Book a Meeting Chances are you’ve seen some of your favourite influencers (or more motivationally oriented friends) flinging around quotes on social media about how to gain any sort of growth, there has to be a little bit of discomfort. As much as there’s a lot of misinformation rolling around out there, this particular …
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Book a Meeting Investing more money into your super fund is one of the smartest decisions you can make for your long-term financial success. By sacrificing small parts of your salary now to super, you can reap benefits in the form of tax concessions and long-term investment returns. However, while you entrust so much …
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Book a Meeting Ever thought about getting a professional to help you with your financial planning? Maybe you’re hoping to get the most out of your assets, or looking to put together a foolproof long-term plan. Regardless of your motivation, it’s important to find a financial planner who will put your needs first and …
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Book a Meeting In a perfect world, it’d be nice to think there’s a one-stop shop for all your financial needs, right? You walk into the office and they sort out your taxes, your savings, your loans and your property portfolio in one nice neat little appointment. Don’t get us wrong, that’s a beautiful …
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Book a Meeting Have you ever kicked back and watched the popular British historical drama, Downton Abbey? It’s scooped up more awards than you can shake a British bowler hat at, including a Golden Globe for Best Miniseries. But before you click away, hang on – there’s a nugget of wisdom here. This show …
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Book a Meeting We’ll give you a few moments to get the above mentioned tune out of your head before we launch into our latest blog… it’s a great tune but this is important stuff to focus on. Saving money is fantastic. We will never, ever tell anyone that consistent saving is a bad …
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Book a Meeting It can be quite discouraging to see the cost of living continue to rise at a time when investment markets seem to be treading water, as they have been doing for a few years. Indeed, we’ve faced a challenging time for all types of investors—from conservative to growth-focused—with the market presenting …
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Book a Meeting It can be difficult to tell how much you really need to have a comfortable retirement. Even when you think you’ve prepared well enough, there are so many moving parts to consider and financial variables that can derail your plans. It’s all a little overwhelming! Never fear, as we’re about to …
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Book a Meeting Financial planning is like sipping a fine wine—it gets better with age. In our roaring 20s, YOLO ruled the day, while marriage, buying a house, kids’ education, and retirement planning felt lightyears away. While stashing cash in your savings account can offer some security, those low-interest rates won’t cut it for …
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Book a Meeting Most Australians are in for a shock when they retire due to a lack of planning and preparation. Hear us out: If you wait until just a few years before you retire or until your home loan is repaid, it can be too late to build a comfortable life for yourself …
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Book a Meeting So, you’ve got your eye on a property, and you’re ready to dive into the world of real estate. But let’s face it, the whole process can be as confusing as trying to assemble IKEA furniture without instructions. This is where a buyers’ agent comes in, to save the day and …
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Book a Meeting Investing in property can be a thrilling endeavour, providing a path to financial security and wealth accumulation. Yet, beneath this potential lies a critical decision that can shape your future. The choice of ownership structure wields the power to make or break your investment journey. Consider this: a misstep could lead …
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Book a Meeting Don’t Let the Australian Dollar’s Fall Ruin Your Investment Returns As a floating currency, the value of the Australian dollar (AUD) is determined by supply and demand. Several factors influence this, such as interest rates, inflation, economic growth, and political stability. How investors manage currency exposures can have a substantial impact …
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Book a Meeting We have all read the stories… A young couple sacrificed their daily morning coffee and avocado toast to save enough money to buy their first property. After that, there was no stopping them – the capital in their first home rolling over into a second purchase, then a third. But how …
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Book a Meeting We’ve all been brought up thinking that hiding away our funds is the ultimate gateway to financial freedom. But let’s shatter that illusion right now. The truth is, while saving is a cornerstone, the genuine jackpot lies in the art of smart investments. Sure, raking in profits in the financial market …
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Book a Meeting Navigating the property market can be tricky business, particularly for investors who are time-poor due to work and personal commitments. Finding the time to not only thoroughly research the market but also to view listings and follow up on contract details can be time-consuming and overwhelming. This is where buyers’ agents …
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Book a Meeting It’s easier than ever to buy direct company shares, but the hard part is picking the winners. Even seasoned professional traders struggle to consistently outperform the market, as evidenced by the Standard and Poors Index Versus Active Scorecard, which is prepared every six months. The truth is, when investors build their …
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Book a Meeting It is common for our clients to ask us why we recommend they invest internationally. This is a great question, especially when we consider remote investments that don’t feature in everyday conversation. After all, why would you bring perceived uncertainty into your portfolio in a world of constant geopolitical issues and …
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Book a Meeting The Australian Property Market Outlook in 2023 and Beyond The Australian property market has been on a roller coaster ride in recent years, with periods of rapid growth followed by sharp declines. The current market is no different, with prices having risen for the past five months after falling for …
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Book a Meeting In recent times, the global economy has witnessed an unprecedented surge in inflation, largely due to the far-reaching effects of the Covid-19 pandemic. At Cooee Wealth Partners, we understand the concerns that investors and individuals alike may have about the impact of high inflation on their financial well-being. In this blog, …
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Book a Meeting Debt. Most of us have it. But what is good debt versus bad debt, and is there even such a thing as good debt? Regardless, it can feel as though debt is the only way to grow net worth and build a successful financial future. But how true is this notion, …
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Book a Meeting Introduction: Welcome to our blog where we keep you in the loop about the latest and greatest updates in the complex world of personal finance. It’s a brand-new financial year, and boy, do we have some important changes to share with you! Superannuation Guarantee Contribution (SGC) Rate Increase: First things …
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Book a Meeting Navigating the world of business, finance and work can be a daunting task. Some weeks it feels as though all we do is work, grinding away day in and day out in the hope that one day we will be able to retire comfortably. Of course, the current cost of living …
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How to Secure Your Financial Future with Your ValentineValentine’s Day is a day to celebrate love and togetherness. While you may be busy planning the perfect date or buying gifts for your loved one, it’s also an excellent opportunity to take a moment to reflect on your financial future. Building a strong financial foundation with …
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