A tax accountant and financial adviser walk into a bar: Do you buy both of them a drink?

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 …Read more

Grave danger: Why estate planning is best done early

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 …Read more

As Donna Summer (almost) said: You work hard for your money (so your money better work for you)

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 …Read more

Investing Update

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 …Read more

Compare the pair: How much coin do you need to retire?

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 …Read more

Financial planning is important at any age

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 …Read more

Don’t listen to your parents: Start investing before you pay off your home loan

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 …Read more

What your buyers’ agent needs to be doing

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 …Read more

Property Ownership Structures

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 …Read more

Currency Risk and Investing

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 …Read more

Clickbait headlines like “How I bought 23 properties before turning 30” don’t tell the truth about property investment strategies

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 …Read more

Think you’re Warren Buffett because you invest? The real question is, are your investments any good?

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 …Read more

(Some) Dodgy Brothers! Who does your property buyer’s agent really work for?

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 …Read more

Pick a stock winner? It’s doubtful because finding a needle in a haystack is easier

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 …Read more

International Investing

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 …Read more

The Australian Property Market Outlook in 2023 and Beyond

  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 …Read more

Navigating High Inflation and Rising Interest Rates

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, …Read more

Home equity: The secret weapon you need to buy your dream home

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, …Read more

What’s New in 2024? A Must-Read for Your Financial Journey!

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 …Read more

Avoid hurtling off the lifestyle cliff: what is financial planning?

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 …Read more

Fall in Love with Your Finances This Valentine’s Day

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 …Read more