Halpin Wealth

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Halpin Wealth We work with you to understand what really matters to you and create a wealth plan to grow, manage and protect your wealth.

Our focus is to develop trust, so you can feel confident you can achieve your financial and lifestyle ambitions.

Have you noticed changes in how Mum or Dad manages their money?📬 Bills left unopened💳 Unusual transactions❓ Confusion ab...
16/10/2026

Have you noticed changes in how Mum or Dad manages their money?

📬 Bills left unopened
💳 Unusual transactions
❓ Confusion about payments
🚨 Unexpected requests for money
📝 Sudden changes to financial arrangements

These signs do not always mean there is a serious problem, but they may be worth a gentle conversation.

Offering support early can help protect your parent’s finances while allowing them to maintain their independence.

Read the full article via the link in the comments.

At Halpin Wealth, we know investing in people pays dividends.That’s why last month, a group from across our team travell...
09/10/2026

At Halpin Wealth, we know investing in people pays dividends.

That’s why last month, a group from across our team travelled to Melbourne for the netwealth Investment & Superannuation Accelerate Summit.

Our clients’ needs continue to change, and so does the world of financial advice. Staying curious and continuing to learn helps us provide informed, relevant advice at every stage of life.

The team returned with plenty of fresh ideas to put into practice as we continue helping our clients plan for the lives they want.

Thank you to the Netwealth team for such an engaging and thought-provoking event.

Pictured: Tahlea Forbes, Partner and Financial Adviser; Heath Visser, Partner and Financial Adviser; Patrick Sutherland, Partner and Financial Adviser; Nicole Eddy, Financial Adviser; Adam Botheras, Head of Paraplanning; and Aleisha Laing, Client Service Officer.

What do you get when you bring together a financial adviser, a tax specialist and a real estate expert? A great evening ...
01/10/2026

What do you get when you bring together a financial adviser, a tax specialist and a real estate expert?

A great evening filled with practical insights and plenty of valuable conversation.

Tonight, our Managing Partner, Michael Smith, joined Sally Storey from Brentnalls SA and Brenton Milewski from Klemich Real Estate to share insights into recent tax changes, wealth management strategies and what they’re seeing across the Adelaide and South Australian property market.

Also joining us from Halpin Wealth were Michael Hart, Jordan Kitto, Patrick Sutherland and Skye Nicholls, with plenty of opportunity to catch up with clients and continue the conversation over drinks and nibbles.

Thank you to everyone who joined us, and to Brentnalls SA and Klemich Real Estate for helping make the evening such an informative and enjoyable one.


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📣 Just announced: the RBA has raised the cash rate to 4.60%, an increase of 0.25 percentage points.For households alread...
29/09/2026

📣 Just announced: the RBA has raised the cash rate to 4.60%, an increase of 0.25 percentage points.

For households already juggling mortgage repayments and rising living costs, it’s unwelcome news. If you have a variable-rate loan, check when your lender will apply any increase and what your new repayments will be.

For savers, higher rates could mean more interest, depending on whether banks pass on the increase. It’s worth checking what your account is paying and any conditions attached.

Wondering what this means for your finances? Your Halpin Wealth adviser can help you review the impact on your cash flow and financial plan.

You’ve sorted your will… but what about your super? It’s easy to assume your super will go to the people named in your w...
25/09/2026

You’ve sorted your will… but what about your super?

It’s easy to assume your super will go to the people named in your will. That isn’t automatically the case.

Give your super beneficiary nomination a quick check:

👥 Who have you nominated?
📝 Is it binding or non-binding?
📅 Does it expire?
💭 Does it still reflect your wishes?

Life changes, and a nomination you made years ago may need another look.

Save this post as a reminder to check yours. If you’re unsure where to start, get in touch with the Halpin Wealth team. We’re here to help.

Would you put money on the next interest rate decision? The price of oil? An election result? 🎲Prediction markets allow ...
18/09/2026

Would you put money on the next interest rate decision? The price of oil? An election result? 🎲

Prediction markets allow people to bet on what they think will happen next. While the platforms may look like financial trading, ASIC has warned that they are more like gambling in practice.

A slick platform and financial language can make speculation look a lot like investing.

Before following the hype, stop and ask:

🔍 What am I actually buying?
💰 Where is the return meant to come from?
⚠️ Could I lose everything I put in?
✅ Is the provider appropriately licensed?
🎯 Does this support my financial goals?

If you can't clearly explain how an opportunity works, that is usually a good reason to slow down.

Visit the Halpin Wealth Knowledge Centre to read our latest article about prediction markets, financial FOMO and the difference between investing and speculation.

10/09/2026

Meet Tahlea Forbes, Financial Adviser and newly appointed Partner at Halpin Wealth. 👋

With more than 15 years in financial services, Tahlea combines her expertise with a personal approach: getting to know you and helping you understand your financial options.

▶️ Watch our chat to get to know Tahlea and hear the simple first step she suggests for anyone thinking about their financial future.

Your super has spent decades growing. When retirement arrives, it has a new job: helping to fund the life you want. 💰As ...
04/09/2026

Your super has spent decades growing. When retirement arrives, it has a new job: helping to fund the life you want. 💰

As retirement approaches, a different question becomes more important. How will you turn those savings into an income?

When building a retirement income strategy, it helps to consider:

🏖️ The lifestyle you want
🧾 Your essential and discretionary spending
🏡 Your other assets and sources of income
🔄 How much flexibility you may need
⚖️ Your preferred balance between certainty and investment risk

Our latest article explores account-based pensions, transition-to-retirement income streams, annuities and other potential sources of retirement income.

Moving in together? 🏡Somewhere between deciding whose couch stays and who gets which side of the wardrobe, it is worth m...
27/08/2026

Moving in together? 🏡

Somewhere between deciding whose couch stays and who gets which side of the wardrobe, it is worth making time for a money conversation too.

Have you talked about:

💰 How you will share household expenses?
💳 The debts, savings and commitments you each have?
🏦 Whether you will open a joint account?
🔑 What happens if one person owns the home?
🌱 What you are saving and planning for together?
📄 Whether your insurance and estate planning need an update?

You do not need to have all the answers. Starting the conversation can help you begin this exciting new chapter on the same financial page.

At Halpin Wealth, we love bringing people together to make new connections, share experiences and learn from one another...
20/08/2026

At Halpin Wealth, we love bringing people together to make new connections, share experiences and learn from one another.

Last Friday, Financial Advisers Kathryn Liebezeit, Jane Gun and Lin Carey hosted our Women in Business Lunch at George's on Waymouth , welcoming clients, business owners and women from across professional services.

Our guest speaker, Emily Lines, Registered Nurse and founder of Simplified Aged Care Solutions, shared practical advice about navigating aged care and helping older loved ones access the right support.

It was a particularly relevant conversation for the sandwich generation, with many women balancing work, family and multiple caring roles.

Thank you to Emily and everyone who joined us for such an insightful and enjoyable afternoon.

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Level 6, 101 Pirie Street
Adelaide, SA
5000

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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