WealthPath Financial Services

19/07/2022

Financial Planning firm based in Sunshine Coast, Queensland. Our Financial Advisor offers Investment, Wealth Creation and Insurance advice.
•
•
•
To know more, visit: https://www.wealthpath.com.au/

11/07/2022

Financial Planning And Property Investment

Direct Property Investment is typically a residential dwelling held for rental income.

• Residential real estate provides a lower income yield for higher capital growth
• Non-residential real estate provides a higher income yield for lower capital gains
• Property Trusts are passive investments that provide asset class and geographic diversification by location, tenant and asset sub-class, reducing risk
• Direct Property investments are illiquid and as a single investment offer no diversification
• Any form of property investment should be part of a carefully considered and clearly documented Investment Plan, prepared by a licensed Financial Planner.

To know more, visit: https://www.wealthpath.com.au/latest-articles/financial-planning-and-property-investment

04/07/2022

When we meet with clients our goal is to design a unique plan, to help them achieve the financial future and quality of life that they dream of. The right plan guides decisions ‘now’ to get to their bigger picture goal.

If you need help in getting started, let's talk.

Visit: https://www.wealthpath.com.au/

20/06/2022

Transitioning into retirement can be scary and it requires thorough planning. The sooner we start, the more options the planning process provides.

If you haven’t started working on your plan or it's been a while since you last reviewed it, then get in touch.

visit: https://www.wealthpath.com.au/superannuation-retirement-planning

13/06/2022

Life can be stressful, but a worry shared, is a worry halved. Peter’s been helping clients achieve peace of mind and easing their stress for more than 21 years.

If you have been worrying about your financial future then maybe it's time to arrange a chat and feel the relief of sharing your worries. Send us a message.

Visit: https://www.wealthpath.com.au/

10/06/2022

In the past 2 years massive change has been imposed on us all at a global level, but our survival is in how we approach change.

We can never improve our lives, create a life balance, achieve happiness or gain a competitive advantage if we’re not open to new ideas and not prepared to do something different.

Need some help and a fresh perspective? If you need help in getting started, let's talk.

Visit: https://www.wealthpath.com.au/what-is-financial-advice

06/06/2022

𝐈𝐟 𝐫𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐟𝐨𝐫 𝐩𝐚𝐬𝐬𝐢𝐯𝐞 𝐢𝐧𝐜𝐨𝐦𝐞 𝐨𝐫 𝐢𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠 𝐟𝐨𝐫 𝐲𝐨𝐮𝐫 𝐤𝐢𝐝𝐬 𝐬𝐨𝐮𝐧𝐝 𝐥𝐢𝐤𝐞 𝐚 𝐥𝐨𝐭 𝐭𝐨 𝐦𝐚𝐧𝐚𝐠𝐞 𝐨𝐧 𝐲𝐨𝐮𝐫 𝐨𝐰𝐧, 𝐲𝐨𝐮’𝐫𝐞 𝐧𝐨𝐭 𝐭𝐡𝐞 𝐨𝐧𝐥𝐲 𝐨𝐧𝐞! 𝐁𝐮𝐭 𝐢𝐭 𝐜𝐚𝐧 𝐛𝐞 𝐚 𝐥𝐨𝐭 𝐞𝐚𝐬𝐢𝐞𝐫 𝐰𝐢𝐭𝐡 𝐚𝐧 𝐞𝐱𝐩𝐞𝐫𝐭 𝐛𝐲 𝐲𝐨𝐮𝐫 𝐬𝐢𝐝𝐞.

𝐈𝐟 𝐲𝐨𝐮 𝐧𝐞𝐞𝐝 𝐡𝐞𝐥𝐩 𝐢𝐧 𝐠𝐞𝐭𝐭𝐢𝐧𝐠 𝐬𝐭𝐚𝐫𝐭𝐞𝐝, 𝐥𝐞𝐭'𝐬 𝐭𝐚𝐥𝐤.

𝐕𝐢𝐬𝐢𝐭: 𝐡𝐭𝐭𝐩𝐬://𝐰𝐰𝐰.𝐰𝐞𝐚𝐥𝐭𝐡𝐩𝐚𝐭𝐡.𝐜𝐨𝐦.𝐚𝐮/𝐬𝐮𝐩𝐞𝐫𝐚𝐧𝐧𝐮𝐚𝐭𝐢𝐨𝐧-𝐫𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭-𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠

31/05/2022

𝘖𝘶𝘳 𝘥𝘦𝘴𝘪𝘳𝘦 𝘵𝘰 𝘩𝘦𝘭𝘱 𝘰𝘶𝘳 𝘤𝘭𝘪𝘦𝘯𝘵𝘴 𝘯𝘢𝘷𝘪𝘨𝘢𝘵𝘦 𝘵𝘩𝘳𝘰𝘶𝘨𝘩 𝘤𝘩𝘢𝘭𝘭𝘦𝘯𝘨𝘦𝘴 𝘰𝘧 𝘶𝘯𝘤𝘦𝘳𝘵𝘢𝘪𝘯𝘵𝘺 𝘩𝘢𝘴 𝘯𝘦𝘷𝘦𝘳 𝘣𝘦𝘦𝘯 𝘴𝘵𝘳𝘰𝘯𝘨𝘦𝘳.

𝘐𝘧 𝘺𝘰𝘶 𝘯𝘦𝘦𝘥 𝘮𝘰𝘳𝘦 𝘱𝘦𝘢𝘤𝘦 𝘰𝘧 𝘮𝘪𝘯𝘥 𝘵𝘩𝘢𝘵 𝘺𝘰𝘶𝘳 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘧𝘶𝘵𝘶𝘳𝘦 𝘪𝘴 𝘪𝘯 𝘴𝘢𝘧𝘦 𝘩𝘢𝘯𝘥𝘴, 𝘭𝘦𝘵'𝘴 𝘵𝘢𝘭𝘬. 𝘎𝘦𝘵 𝘪𝘯 𝘵𝘰𝘶𝘤𝘩 𝘵𝘰 𝘢𝘳𝘳𝘢𝘯𝘨𝘦 𝘢 𝘤𝘩𝘢𝘵.

𝘝𝘪𝘴𝘪𝘵: 𝘩𝘵𝘵𝘱𝘴://𝘸𝘸𝘸.𝘸𝘦𝘢𝘭𝘵𝘩𝘱𝘢𝘵𝘩.𝘤𝘰𝘮.𝘢𝘶/

27/05/2022

It's easier to be motivated when you have a vision of where you want to go and a strategy on how you are going to achieve it.

Do you have clarity around your financial goals? Maybe you need some help? Get in touch for a chat.

visit: https://www.wealthpath.com.au/

24/05/2022

𝘈𝘯 𝘐𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘚𝘵𝘳𝘢𝘵𝘦𝘨𝘺 𝘍𝘰𝘳 𝘛𝘩𝘦 𝘛𝘪𝘮𝘦𝘴………. 𝘍𝘰𝘳 𝘛𝘩𝘦 𝘛𝘪𝘮𝘦𝘴 𝘛𝘩𝘦𝘺 𝘈𝘳𝘦 𝘈- 𝘊𝘩𝘢𝘯𝘨𝘪𝘯’

▶️ 𝘞𝘢𝘳 𝘰𝘯 𝘜𝘬𝘳𝘢𝘪𝘯𝘦 𝘢𝘯𝘥 𝘊𝘰𝘷𝘪𝘥 𝘭𝘰𝘤𝘬𝘥𝘰𝘸𝘯𝘴 𝘪𝘯 𝘊𝘩𝘪𝘯𝘢 𝘧𝘶𝘦𝘭𝘭𝘪𝘯𝘨 𝘪𝘯𝘧𝘭𝘢𝘵𝘪𝘰𝘯
▶️ 𝘙𝘪𝘴𝘪𝘯𝘨 𝘪𝘯𝘧𝘭𝘢𝘵𝘪𝘰𝘯 – 𝘪𝘴 𝘪𝘵 𝘵𝘳𝘢𝘯𝘴𝘪𝘵𝘰𝘳𝘺 𝘰𝘳 𝘦𝘯𝘵𝘳𝘦𝘯𝘤𝘩𝘦𝘥?
▶️ 𝘈𝘶𝘴𝘵𝘳𝘢𝘭𝘪𝘢𝘯 𝘦𝘤𝘰𝘯𝘰𝘮𝘺 𝘪𝘴 𝘳𝘦𝘴𝘪𝘭𝘪𝘦𝘯𝘵; 𝘭𝘰𝘸 𝘶𝘯𝘦𝘮𝘱𝘭𝘰𝘺𝘮𝘦𝘯𝘵, 𝘭𝘰𝘸𝘦𝘳 𝘪𝘯𝘧𝘭𝘢𝘵𝘪𝘰𝘯, 𝘢𝘯𝘥 𝘦𝘹𝘱𝘰𝘳𝘵𝘴 𝘢𝘳𝘦 𝘴𝘵𝘳𝘰𝘯𝘨
▶️ 𝘍𝘢𝘷𝘰𝘶𝘳𝘢𝘣𝘭𝘦 𝘤𝘰𝘳𝘱𝘰𝘳𝘢𝘵𝘦 𝘦𝘢𝘳𝘯𝘪𝘯𝘨𝘴 𝘰𝘶𝘵𝘭𝘰𝘰𝘬 𝘴𝘶𝘱𝘱𝘰𝘳𝘵𝘴 𝘱𝘰𝘴𝘪𝘵𝘪𝘷𝘦 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘮𝘢𝘳𝘬𝘦𝘵 𝘰𝘶𝘵𝘭𝘰𝘰𝘬

𝘈𝘥𝘷𝘢𝘯𝘵𝘢𝘨𝘦 𝘰𝘧 𝘩𝘢𝘷𝘪𝘯𝘨 𝘢𝘯 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘴𝘵𝘳𝘢𝘵𝘦𝘨𝘺 𝘪𝘯 𝘱𝘭𝘢𝘤𝘦 𝘸𝘪𝘵𝘩 𝘵𝘩𝘦 𝘨𝘶𝘪𝘥𝘢𝘯𝘤𝘦 𝘰𝘧 𝘢 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘴𝘰𝘳 𝘵𝘰 𝘨𝘢𝘪𝘯 𝘪𝘯𝘥𝘦𝘱𝘦𝘯𝘥𝘦𝘯𝘵 𝘢𝘯𝘥 𝘰𝘣𝘫𝘦𝘤𝘵𝘪𝘷𝘦 𝘪𝘯𝘴𝘪𝘨𝘩𝘵 𝘢𝘴 𝘵𝘰 𝘸𝘩𝘢𝘵 𝘪𝘴 𝘰𝘤𝘤𝘶𝘳𝘳𝘪𝘯𝘨 𝘪𝘯 𝘵𝘩𝘦 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘮𝘢𝘳𝘬𝘦𝘵.

𝘷𝘪𝘴𝘪𝘵: 𝘩𝘵𝘵𝘱𝘴://𝘸𝘸𝘸.𝘸𝘦𝘢𝘭𝘵𝘩𝘱𝘢𝘵𝘩.𝘤𝘰𝘮.𝘢𝘶/𝘭𝘢𝘵𝘦𝘴𝘵-𝘢𝘳𝘵𝘪𝘤𝘭𝘦𝘴/𝘢𝘯-𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵-𝘴𝘵𝘳𝘢𝘵𝘦𝘨𝘺-𝘧𝘰𝘳-𝘵𝘩𝘦-𝘵𝘪𝘮𝘦𝘴-𝘧𝘰𝘳-𝘵𝘩𝘦-𝘵𝘪𝘮𝘦𝘴-𝘵𝘩𝘦𝘺-𝘢𝘳𝘦-𝘢-𝘤𝘩𝘢𝘯𝘨𝘪𝘯

Advantage of having an investment strategy in place with the guidance of a financial advisor to gain independent and objective insight as to what is occurring in the investment market.

24/05/2022

If you are almost at retirement age and want to gain more insight on contributing to your super later on, this article is for you! Here we will advice about the work test and how you can continue contributing to your super when you reach 67.

Please contact us for qualified financial adviser on 07 5444 0675 if you seek further assistance on this topic.

Visit: https://www.wealthpath.com.au/superannuation-retirement-planning

20/05/2022

No matter what stage your life is in, it’s always a good idea to prepare for what everyone hopes will never happen. Your estate plan needs to have enough flexibility to adapt to the changes life throws at you while still providing for your loved ones and yourself.

Please contact us for qualified financial adviser on 07 5444 0675 if you seek further assistance on this topic.

Visit: https://www.wealthpath.com.au/what-is-estate-planning