How to Reduce Your Mortgage and Enjoy Your Life

Mastering Mortgage Management: A Holistic Guide to Achieving Financial Freedom and Embracing Life’s Joys Your mortgage doesn’t have to be a lifelong burden. At Cooee Wealth Partners, we comprehend the significance of liberating yourself from mortgage constraints while relishing a more fulfilling life. Our eBook, “How to Reduce Your Mortgage and Enjoy Your Life”, is …Read more

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

What You Need To Know When Choosing Your Financial Adviser

Unlocking Your Financial Potential: The Ultimate Guide to Choosing the Right Financial Adviser Your financial future is a journey that deserves expert guidance. Choosing the right financial adviser is a pivotal decision that can transform your life. At Cooee Wealth Partners, we understand the importance of this choice. Our eBook, “What You Need To Know …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

Test Page

✖ Book a Meeting ‹ › Book a Meeting now      Read more

Book a Meeting Now

Your 90 MinutePersonal Strategy Session Ready to get on track to achieve your goals with more certainty? Book Your FREE Session Here: If we don’t find a way to make or save you $1,000* during the Consultation, We Pay You Ourselves! *Minimum qualifying criteria: <51 years old. Income of $100k+ or $120k+ as a couple. …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

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

  Book a MeetingRead 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

Investment Property Guide

Investment Property Guide: Maximizing Your Real Estate Investment Potential Embarking on the path to real estate investment success demands a solid understanding of its fundamentals. At Cooee Wealth Partners, we recognize the pivotal role these principles play in shaping your financial future. Introducing our eBook, “Investment Property Guide.” This guide serves as your comprehensive tool …Read more

  Book a MeetingRead more

9 Easy Steps – The Essential Guide to Securing Your Financial Freedom

Your browser does not support the video tag. Unlock the Path to Financial Freedom Are you ready to embark on a journey towards financial empowerment and independence? Imagine a life where you have control over your finances, where financial worries become a thing of the past, and where your dreams are within reach. It’s not …Read more

  Book a MeetingRead 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

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