Wattle Partners

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Wattle Partners Retirement Wealth Specialists
Advice across finance and investing, SMSFs, portfolio construction, direct share and managed funds.

Wattle Partners (AFSL 383169) is a highly skilled private wealth management and financial advisory business. Wattle Partners provides tailored financial and investment advice to long-term clients, family groups and corporates. We focus on constructing and managing long-term investment strategies that fit each investor’s requirements and with a focus on risk mitigation. Wattle Partners is a private company that is owned and run by the staff that work in the business. As a result, we are one of the few independently owned and operated financial advisory businesses having no dealer group or corporate associations.

06/10/2026

Selling the family home soon after a parent moves into aged care is where many families lose the most money, and it's almost always avoidable.

While the home is kept, it's counted at a capped value in the aged care assets test. Sell it, and the full proceeds are assessed instead, which can push up aged care fees and reduce the Age Pension at the same time. It's the biggest decision in the process and there's rarely any need to rush it.

Drew Meredith explains more in the full video: https://www.youtube.com/watch?v=NRFC-Kn0RO8

Not sure what's right for your family? Book your free call with Wattle today: book.wattlepartners.com.au/call

Most retirees don't run out of money, they do the opposite.One fund in a J.P. Morgan report revealed its members died wi...
24/09/2026

Most retirees don't run out of money, they do the opposite.

One fund in a J.P. Morgan report revealed its members died with, on average, 90 per cent of the balance they retired with. Over a whole retirement, they spent just a tenth.

They aren't frugal because they have to be, they're frugal because no one has told them it's safe to spend. Too many ration themselves through the early "go-go" years, when they're fit enough to travel, help the grandchildren and do the things they saved for.

Drew Meredith explains the report, and how layering your income can give you permission to spend, in The Golden Times: https://www.thegoldentimes.com.au/dont-be-the-richest-person-in-the-cemetery/

Not sure if you're spending what your retirement can afford? Book your free call with Wattle today: https://book.wattlepartners.com.au/call

23/09/2026

The habits of a lifetime don't switch off the day you finish work. A $250,000 income doesn't drop to $120,000 the day you retire.

Your retirement number has to be built back from scratch, what stops, what starts, and what stays exactly the same.

Drew Meredith explains this in the full video: https://www.youtube.com/watch?v=GvPfvHftFd4

Not sure what your own number looks like? Book your free call with Wattle today: https://book.wattlepartners.com.au/call

17/09/2026

Same balance, same average return over 20 years, but one retiree ends up comfortable and the other runs out of money. It comes down to the order those returns showed up in.

It's called sequencing risk, a bad year early in retirement can mean selling investments while they're down and that money never recovers.

The fix is holding two to three years of spending in cash and defensive assets, so you're never forced to sell at the bottom.

Drew Meredith breaks it down in the full video: Here's How Aussies Are Blowing Up Their Retirements... - YouTube

Not sure your cash buffer is right for your retirement? Book your free call with Wattle today: https://book.wattlepartners.com.au/call

The best conversations happen in person.Lauren's spending time in Sydney this week meeting with clients face-to-face to ...
11/09/2026

The best conversations happen in person.

Lauren's spending time in Sydney this week meeting with clients face-to-face to talk through their plans and what's next, part of how we do things at Wattle: ongoing, personal, never a one-off.

Want to start your own journey with Wattle? Book your free call today: https://book.wattlepartners.com.au/call

09/09/2026

$80,000 a year, home paid off, funds a genuinely comfortable retirement: top health cover, a new car every 7-8 years, dinners out, and a domestic trip every year.

It won't stretch to business class, an overseas trip every year, or a big cash renovation.
Drew Meredith breaks down the ASFA (Association of Superannuation Funds of Australia) Retirement Standard in the full video: https://youtu.be/NdwGcsUN0cY?si=zWysFXFkBoo2bZ8n

Curious what your retirement actually costs? Book your free call with Wattle today: https://book.wattlepartners.com.au/call

25/08/2026

The market has a funny way of ignoring everyone's exit plan.

It's one of the most common ways we see people quietly cost themselves years of returns and it usually feels like the responsible thing to do at the time.

The investors who came through the GFC in good shape weren't the ones who predicted it. They were the ones who didn't need to.

Watch the full video: https://youtu.be/6aHdUfov7lU?si=Teiw0NS416V3PPWS

14/08/2026

When markets move up and down, clients feel it.

They know they're investing for the long term. But knowing something and feeling it are two very different things.

At Wattle, that's not exceptional service. It's just what we do. Because retirement isn't only a financial transition, it's an emotional one too.

Markets will keep moving, but our clients won't face that alone.

12/08/2026

Div 296 isn't one tax, it's three tiers of effective tax on your super earnings, and where you sit depends entirely on your balance, anywhere from zero to 40%.

Like income tax brackets, only the amount above each threshold gets the higher rate.

Drew Meredith explains each bracket in the full video: https://bit.ly/4zccj12

Not sure how this affects your position? Contact us today: https://bit.ly/4i2epu9

06/08/2026

Good advice doesn't end at the meeting.

Nhu Pham spends a significant part of her role following up, not because clients forgot to ask, but because real understanding takes more than one conversation.

When circumstances shift, strategy needs to shift too. The last thing we want is a client who nods along and hopes for the best.

That's not advice. That's paperwork.

At Wattle, clients don't just accept recommendations, they understand them. Start your retirement journey with us today: https://www.wattlepartners.com.au/contact-us/

Address

Level 4, 125 Flinders Lane
Melbourne, VIC
3000

Opening Hours

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

Telephone

+61384142901

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