Bountiful Wealth

04/11/2026

Dreaming about retirement but quietly wondering, “Will my money actually last?” 🤔

You’re definitely not alone. It’s a question we hear all the time, and honestly, it’s a great one to be asking.

Michael Kerr, Managing Director at Bountiful Wealth, sat down to chat about how we help people retire comfortably, so you can spend less time worrying and more time enjoying the good stuff. Hit play and have a listen.

03/11/2026

Supporting your kids while helping your ageing parents, all while trying to keep your own finances on track? Welcome to the sandwich generation.

It’s a squeeze many people in their 40s and 50s know well, and it can be emotionally and financially draining.

A few things can make a big difference:
1. Have the big conversations early. Talk with your parents about their wishes before a crisis hits.
2. Look after your own super too. Make sure your own retirement savings don’t get pushed to the back of the queue. Think of it like putting your own oxygen mask on first before helping others.
3. Get the paperwork sorted. Key documents like wills and powers of attorney.
4. Set boundaries that feel fair. And give yourself permission to set limits.

You don’t have to figure it all out alone. Need a helping hand? We're here to help (and we're totally on board with having sandwiches while we chat through things 😉 🥪).

*The information provided is general advice only. It has been prepared without taking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs.

29/10/2026

When we think of financial assets, we tend to think of bricks and mortar. We insure our homes, our cars and our phones. But many of us don’t protect the thing that pays for all of them: our ability to earn an income.

If an illness or injury kept you off work for six months, or even six years, how would the bills get paid?

Income protection insurance is designed to replace a portion of your income while you recover, so you can focus on getting better instead of stressing about the mortgage.

There are a few moving parts to get right and the right setup looks different for everyone.

If you’re not sure what cover you have, it’s a great time to check. And of course, we're here to help. Drop us a comment below, send us DM or get in touch through our website.

*The information provided is general advice only. It has been prepared without taking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs.

29/10/2026

We say: Income protection insurance is so worthwhile having. You think: 🙄🙄🙄 Yeah, SURE it is. More money spent each and every month and for what?!

No seriously, it IS worth it! Watch the video to learn why. And before you ask, yes, it is a true story!

Have a watch and see what you think. Want to talk investments, insurance or anything financial planning? Let's chat.

22/10/2026

20/10/2026

Can you believe it... Christmas is just over two months away! 🎄

Every year the festive season seems to sneak up before our bank accounts are ready. A little planning now can mean a lot less stress in January.

Here's a simple way to tackle it:

❇️ List everyone you're buying for, plus the extras like Christmas lunch, catch-ups and travel.
❇️ Pick a total you're comfortable spending.
❇️ Divide it by the weeks left and set that amount aside each week (swipe for an example).

Small, steady and much easier than a big bill landing in December.

What's your best Christmas money tip? Share it below, we'd love to hear it 👇

19/10/2026

FACT: Finance has a habit of making simple ideas sound complicated.

Ever nodded along in a conversation about money while quietly thinking, "Wait, what does that actually mean?" 🙋 Yeah, us too!

We've translated 6 of the most common buzz words into plain English. Swipe through, and save it for later.

And let us know which terms should we tackle next! Tell us your favourite finance buzz words in the comments 👇

16/10/2026

🐍💛🖤 2027 CLUB SPONSOR ANNOUNCEMENT!

We’re excited to welcome back Bountiful Wealth – Entrusted Solutions as a proud Club Sponsor for the 2027 season! 🙌

Thank you for your continued support and commitment to our Snakes family. Your generosity helps us continue creating opportunities for our young players both on and off the field.

We’re grateful to have you on board for another season! 💛

15/10/2026

Let's bust a few myths about emergency funds 💰

You don't need have $20K sitting in the bank. You don't need to hit 6 months of expenses on day one. And no, needing an emergency fund doesn't mean you're bad with money. It just means you're human, living through a cost-of-living squeeze like everyone else.

Recent research shows a huge number of Aussies don't have enough saved to cover 3 months of essentials. So if that's you, you're in good company. And the good news is, it's very fixable.

Start small. Start separate. Start now.

* The information provided is general advice only. It has been prepared without taking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs.

11/10/2026

A huge congratulations to Ros Antrobus, who celebrates 11 years with the Bountiful Wealth team this month!

As our Advice Manager, Ros has been a steady, experienced presence for our clients and our team alike over more than a decade.

Thank you, Ros, for your dedication and everything you bring to Bountiful Wealth. Here's to many more years ahead!