Kris Meuwissen - Investments & Advice - Wealtheon

10/09/2024

Following our news that our very own Kristopher Meuwissen is a finalist in the FS Power 50 most influential advisers in Australia the other week, we've now received word that Kristopher and Wealtheon have been nominated for not one but SEVEN categories in the IFA awards!!!

We're so blown away - it's such an honour to be nominated and we can't wait to see if we come home with an award.

Our categories are: Client Outcome of the Year, Holistic Adviser of the Year, Industry Thought Leader of the Year, Innovator of the Year, Investment Adviser of the Year, Regional Adviser of the Year and Risk Adviser of the Year.

We want to thank Kristopher for all his hard work and dedication to his clients and hopefully that's recognised nationally at the IFA awards.

We can't thank you enough for your ongoing support - it's why we do what we do.
🎉🎉🎉😍😍😍👏👏👏

30/08/2024

We have some amazing news here at Wealtheon this week for you! Our very own Kristopher Meuwissen has been chosen as a finalist from the 15,000 advisers in Australia to be in the running to be listed as the FS Power 50 most influential advisers in Australia!

We're beyond proud to have Kristopher nominated out of so many advisers, and we'd be absolutely STOKED to see him voted in the top 50.

That's where you come in! We would love you to vote for Kristopher and help him be recognised Australia wide.

To vote, head on over to https://www.financialstandard.com.au/fspower50 and select Kristopher's name from the list. It's as simple as that!

Thanks so much for your ongoing support - it means the world.

10/04/2024

Proper prior preparation prevents poor performance...

Not usually a mantra we use in regards to tax, but in the lead up to June 30 it is surprisingly fitting.

Grab your copy of the amazing guide to what you actually need to know before June 30 here>>>

https://wealtheon.com.au/what-happens-to-your-super-when-you-die-copy/

18/03/2024

Wealtheon is absolutely THRILLED to be a national finalist for Client Servicing Company of the Year in the 2024 Wealth Management Awards!

This is a huge honor, and one that means a huge amount to the team as we are always striving to make the advice process as accessible, easy, and enjoyable as possible for our clients.

We are so honored to be recognised as a finalist amongst our best peers in the industry, and fingers crossed to see if we can bring home the gold!!!

05/03/2024

Do you know what happens to your super when you die?

Would it surprise you to know that it may not form part of your estate, meaning it falls outside what's specified in your will?

Dive into the macabre but necessary side of financial planning with us! Grab your free fact sheet all about your super benefits on our website here.

https://www.vbt.io/goto/7KuF

17/01/2024

New Year, new you! As we charge into 2024 refreshed and recharged from another festive season, now is a great time to get on the front foot and understand some key dates that will help you keep on top of your financial game for another year.

Check out our 2024's Key Dates to Stay On Top of Your Financial Game at the link below!

2024's Key Dates To Keep On Top Of Your Financial Game. Mark your calendar for these key dates and changes to stay ahead of the curve!

12/12/2023

Do you think the rise of AI will make the world better? Or do you think it's the beginning of the end?

Whichever camp you sit in, there's no doubt that AI has been the talk of the town lately - particularly around whether or not it will last.

Check out our thoughts on the AI investment space here >>> https://wealtheon.com.au/the-hype-around-ai/

04/12/2023

Summer has arrived with a bang this year, and that means it's time to look back on Spring and see what's in store for the upcoming quarter. Check out our wrap up here to see what's in store for you!!

https://wealtheon.com.au/quarterly-compass-spring-2023/

17/11/2023

We are so thrilled to be named as finalists in FOUR categories in this year's Independent Financial Advice Awards!!!! Kristopher and Wealtheon are finalists for Regional Adviser of the Year, Client Servicing Company of the Year, and Innovator of the Year Individual & Company.

We can't thank our wonderful clients enough to have helped us get here and we cannot wait to see the results in early December!

26/10/2023

Can Paying Your Mortgage Fortnightly Save You Money?

From paying down your loan faster, to helping you budget better and of course, reduce your interest repayments (the hot topic on everyone's lips lately!), changing how you pay your mortgage may make a huge difference over the course of your loan.

Check it out here >>>>

The Benefits of Paying Your Mortgage Fortnightly - How much can it save you? Can paying your loan fortnightly save you money?

12/10/2023

The government has proposed new super changes - will it impact you and your retirement?

As always, we love cutting through the jargon and would love to share an easy to read summary for you about the changes. You can check it out here>>https://wealtheon.com.au/wp-content/uploads/sites/114/2023/10/Super-Changes-Flyer.pdf

And as always if you want to discuss further, just give us a shout.