netwealth Investment & Superannuation

11/01/2024

The numbers are out!🎉 In 2023 alone, Banqer Primary, a financial literacy program supported by Netwealth, helped over 25,000 students in nearly 600 schools across Australia.

Last year we celebrated a major milestone, having reached over 100,000 students since our partnership began in 2017.

We are proud to be championing Banqer Primary and can’t wait to see what our partnership will achieve in 2024! 🤝

To find out how you can get involved to help support financial literacy in Australian primary schools, visit https://banqer.co/au/primary/netwealth

17/08/2023

“If you want your investment to do good and support climate stability or support the underprivileged in society, these are absolutely the securities to invest in.”

George Bishay Head of Sustainable Strategies at Pendal Group tells Paul O'Connor Head of Investments in Netwealth’s latest Portfolio Construction episode. They delve into the universe of green bonds, how they fit into investment portfolios, their real-world impact, and how they contribute to portfolio diversification.

Listen now: https://ow.ly/2MfB50PAaL6

03/07/2023

We're thrilled to have sponsored Go Girl, Go for IT - Vic ICT for Women, an event to provide high school girls with the opportunity to gain a greater understanding and appreciation of potential ESTEAM (Environment, Science, Technology, Engineering, Arts and Mathematics) careers.

A panel of Netwealth's female staff shared their career experience and insights with the students and our security operations team ran an immersive workshop on Cybersecurity. The girls also had the chance to talk to our staff at our tradeshow stand and to enter our competition for a mentoring session.

Over 500 students attended the event and we're proud to have made a valuable contribution. Well done to everyone involved!

05/06/2023

Seeking advanced investment insights, trends, and themes in the market for 2023 and beyond? Our Portfolio Construction Podcast, hosted by Paul O’Connor, Head of Investment at Netwealth, interviews Global Portfolio Fund Managers who analyse the market daily, providing invaluable knowledge. Each episode takes a deep dive into their areas of expertise, unpacking how the opportunities and challenges may affect you.

Listen to our new episode: Navigating Volatility: Insights on equity markets and growth stocks

http://ow.ly/qlbA50OF8Ae

Don Huber from Franklin Templeton discusses equity market volatility, inflation's impact on growth stocks, long-term investment opportunities, unique qualities of exciting companies, and characteristics of growth companies they invest in.

19/03/2023

This Global Money Week, we are delighted to be supporting the theme of 'Plan your money, plant your future' through Banqer Primary. With Banqer Primary, teachers turn the classroom into a simulated economy that develops students' financial literacy. Kids can learn to earn, save, spend and invest their money in a safe and engaging way. Since our partnership with Banqer began, we have supported over 80,000 students develop their financial education through the platform by providing free subscriptions for Australian schools.

Help us reach more students and refer a teacher to Banqer Primary: http://ow.ly/xG0J50Nmab3

09/11/2022

Food for Change, one of our Impact partners chosen by Netwealth employees in 2021, aims to help alleviate food insecurity nationwide, ensuring that no individual goes hungry. Volunteers grow their produce, lead food rescue initiatives, support food relief agencies and reduce food waste across the country.

We had a group from our Sales, IT, Finance & Service, Administration & Support departments team up and assist in crop planting, mulching and assembling planters. We want to thank the passionate team at Food For Change for this opportunity.

02/09/2022

Technology is one of the most discussed topics on XY, and rightly so, as there’s no ‘one-size-fits-all’ approach to implementing tech in advice businesses. Never before have advisers had so much choice in the technology they adopt, but trying to make sense of the myriad of options available can turn tech into more of a 'complicator' than a 'simplifier', as Joel Ronchi pointed out.

We are super excited to share the good news - tech aficionado and XY Adviser Peita Diamantidis is bringing you a brand new AdviceTech Podcast every Friday; taking you under the bonnet of various tools to understand their capabilities for current users, considerations for prospective users and how they integrate with other solutions. Episode #1 is available now, exploring AstuteWheel. Listen here: https://www.xyadviser.com/podcasts/australia/fridayadvicetech1/

Shout out to Peita for taking us on this advice tech exploration, and a huge thank you to netwealth Investment & Superannuation for supporting this podcast!

21/07/2022

Netwealth continues to help with financial education for children in Australia, by sponsoring fun and interactive platform, Banqer.

Since partnering with Banqer, we have helped:
💰 More than 64,000 Australian students learn about money
📈 Over 10,000 kids use Banqer in 2022
✏ Reach 271 schools in Australia with Banqer

Students and teachers are excited about Banqer and have shared some of their feedback.

Learn more about Banqer's free financial education platform or refer Banqer to a teacher: http://ow.ly/OH9G50K0PV4

12/07/2022

Take your child on a deep dive into the weekly food bill, help them create a meal plan on a budget and then get cooking with this interactive activity 'Shopping List'.

Sign up to receive all 8 activities straight to your inbox and please spread the word about Banqer!
http://ow.ly/MhIP50JQ8Oa

10/07/2022

Explore everyday costs with your child and the difference between needs and wants with this educational activity on 'Everyday Expenses'.

Sign up to receive all 8 activities straight to your inbox and please spread the word about Banqer!
http://ow.ly/lbZN50JQ8LX

07/07/2022

Educate your child on the importance of budgeting for unexpected events (like a natural disaster) with this fun activity on how to 'Weather the Storm'.

Sign up to receive all 8 activities straight to your inbox and please spread the word about Banqer!
http://ow.ly/IA5Q50JQ8Ji

24/06/2022

This holiday break, our partner Banqer have provided some fun activities to keep the kids entertained and learning about money at home.

The activities are completely free and range from exploring life’s unexpected events to managing everyday expenses, budgeting, and eliminating debt through a combination of interactive videos and instructional slides.

Sign up to receive the activities straight to your inbox and please spread the word about Banqer!



http://ow.ly/vak750JGkg1