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WealthWiz Wealth Management

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WealthWiz Wealth Management

WealthWiz Wealth Management is committed to helping people achieve their financial future. Together we help develop a plan to achieve your life goals.

At WealthWiz we offer competitive rates, an all-encompassing portfolio of services and wealth managers who are dedicated to helping our clients get on the road to a better future. WealthWiz is able to access the best variety of products for our customers based on their personal needs. The team at WealthWiz Blacktown and Surry Hills are qualified professionals with experience to enable us to provide quality service and advice to all our clients. WealthWiz continues to be part of the YBR Group, using Vow Financial Services to provide products and a service built on trust and integrity. If you're looking to make sure you have the lowest financial risk, or if you're maximising your investments and getting the best product based on your specific needs. The team of WealthWiz is always eager to help. For a no obligation chat, give us a call on 8004 9400 or 0419 600 177

03/11/2026

The RBA lifted rates again today, to 4.85% 📈 That's the fifth rise this year.

If you have a mortgage, now is the time to check your loan is still working for you. In my Western News column last Friday, I explained:
✔️ How falling values can push up your LVR and cost you your best rate
✔️ The "loyalty tax" many existing customers are paying
✔️ Why even a 0.30% saving on a $600,000 loan is worth around $1,800 a year

Have a read (page 14) 👉 https://issuu.com/nepeannews/docs/western_news_30_october_2026/14

Want a clear picture of where you stand after today's rise? We're happy to run the numbers, free and with no obligation. Call 0419 600 177 or message us here.

General information only, not personal advice.

20/08/2026

Thinking about buying, selling, or just watching the market from the sidelines?
Sydney’s auction clearance rate says 53% — but that number is hiding a lot. Withdrawals are up, lending is tightening across every major bank, and first home buyers are stuck between fear and FOMO.
Alex Soncini breaks it all down in this week’s Western News (page 14) — real numbers, no guesswork.
👉 Read the full article: https://issuu.com/nepeannews/docs/western_news_21_august_2026/14
Want to know what it means for you? Call Alex on 0419 600 177.

06/08/2026

Feels harder to buy or sell right now? You're not imagining it.

Home lending applications are down 15% this quarter (NAB), top-end property values have dropped 3.2% nationally in just three months (Cotality), and borrowing power on established homes is down as much as 20% since Budget night.

First home buyers are getting squeezed at the entry level. Downsizers are watching their equity shrink. And even rentvesting isn't the easy win it used to be.

In my latest article I unpack exactly what's driving it — and what it means for you, whether you're buying, selling, downsizing, or just trying to work out where you stand.

👉 Full article

Want to talk through your own numbers? Give me a call on 0419 600 177.

23/07/2026

Self-employed and dreaming of owning your own home?
You've built your business, backed yourself, and worked hard — but does that mean a home loan should feel impossible? Not anymore.
This week's Western News feature explains how "alt doc" home loans are designed specifically for business owners, sole traders and self-employed professionals — no two years of tax returns required.
Read the full story here:
https://issuu.com/nepeannews/docs/western_news_24_july_2026/15
Got questions about your own situation? The WealthWiz team is here to help.

26/06/2026

⚽ World Cup prep doesn't start on match day — and neither should your home loan review!

In this week's Western News I explain why the RBA holding rates at 4.35% is a pause, not the all-clear. Refinancing has stayed strong, and waiting until the next rate move could cost you.

The best time to review your loan is BEFORE you need to — not during the panic.

👉 Read the full article: https://issuu.com/nepeannews/docs/westernnews_26june2026/15

📞 Ready for a free, no-jargon chat about your loan? Call Alex on 0419 600 177.

14/05/2026

🗞️ My article is in today's Western News — and Budget night just confirmed everything.

'Intergenerational equity' was the warm-up act. The tax changes are the main event. And before you accept the framing that this is about helping young Australians — read what actually changed:

❌ CGT 50% discount — gone from 1 July 2027
❌ Negative gearing — restricted to new builds only
⚠️ Family businesses — a hidden valuation trap most owners don't know about yet
⚠️ Family trusts — flat 30% tax from 2028
💸 The $250 'gift' costs $6.4 billion and doesn't build a single house

The promise made before the election was clear. The Budget broke it. And the people who claimed to be helping young Australians may have made things worse.

👉 Read the full article in today's Western News. Link in comments.
💬 Questions? Call Alex on 0419 600 177 — happy to talk through your situation.

13/05/2026

🏆 WealthWiz is a FINALIST in the 2026 Blacktown City Local Business Awards!

We are so proud and grateful to share this exciting news. Being recognised among the best local businesses in Blacktown City is a testament to the trust and loyalty of every single client we serve.

This award belongs to our community — thank you for believing in us and for allowing us to be part of your financial journey. We couldn't do it without you! ❤️

Stay tuned for updates as we head into the judging phase and presentation evening.

07/05/2026

❓ What is 'intergenerational equity' — and why should you care?

PM Albanese and Treasurer Chalmers have been using this phrase a lot lately ahead of the May 2026 Budget. But here's what you need to know:

Before the 2025 election, the PM said clearly: "Labor is not planning to revisit changes to CGT or negative gearing." The May 2026 Budget is now expected to change both. It follows broken promises on Stage 3 tax cuts and superannuation. There is a pattern here.

This isn't just about older Australians. It affects:
🏠 Anyone who owns an investment property
👨‍👩‍👧 Families counting on the intergenerational safety net
💡 Young entrepreneurs and start-up founders — higher CGT means less reward for taking risk

I've written a plain-English article breaking it all down. Link in comments.

💬 Drop a comment or call Alex on 0419 600 177 — happy to chat through your situation.

https://1drv.ms/w/c/b4d596e744e0f31b/IQDjghkV_4P5S7EbL7JQeasOAdatGbYhdMiut7bzq9uuRbY?e=gw2yee

05/05/2026

🚨 RATES JUST WENT UP — AGAIN.
The RBA has raised the cash rate to 4.35% — up 0.25% today. That's three rate rises in 2026 alone, and it's not over yet. Some economists are now forecasting two more hikes before the end of the year.

Why is this happening? Three things:
🔥 Government spending fuelling demand and inflation
⛽ The Middle East conflict driving up fuel and commodity prices
📈 An economy under capacity pressure with inflation still above target
What does this mean for YOUR mortgage?
✦ $300,000 loan — approx. +$46/month
✦ $500,000 loan — approx. +$76/month
✦ $750,000 loan — approx. +$114/month
✦ $1,000,000 loan — approx. +$152/month
If you haven't reviewed your rate recently, now is the time.
💬 Drop a comment below or call Alex on 0419 600 177 — we'll compare your options for free.

30/04/2026

🏡 BIG NEWS for first home buyers!

More than 300,000 Australians have used the Government's 5% Deposit Scheme — and the latest changes make it even more accessible. No income caps. No waitlist. No Lenders Mortgage Insurance.

We just had a feature in Western News explaining exactly how it works, who qualifies, and what to watch out for. If you or someone you know is looking to buy their first home, this is a must-read.

👉 Link in comments — or call Alex on 0419 600 177 for a personal chat.
HASHTAGS:

Address

Suite 3, 47-51 Richmond Road
Sydney, NSW
2148

Opening Hours

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

Website

http://wealthwiz.com.au/

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