WealthMaker

WealthMaker Welcome to the WealthMaker discussion board! Post any questions or comments on our wall and our team will be happy to respond to your inquiries.

WealthMaker Financial Services have designed and developed Aspire > in the interest of YOU, the customer, not the bank. Aspire > is a "Property Loan Investment Plan" that considers the financial needs of a customer during their life, including:

- the challenge in saving while paying off a home loan
- the need for a long-term saving program, above and beyond super
- the apprehension associated wit

h investing
- the complexity of combining existing investment and home loan products that are also very expensive
- unexpected expenses
- current and future lifestyle needs and wants. Aspire > is a long term strategy that allows you to create wealth whilst simultaneously paying off your home. You set Aspire > up and everything is done for you - "Set and Forget"

How you ask? As a property loan investment plan, we will invest part of your monthly instalment for you creating an opportunity to own your own home and an investment portfolio. Call us, email us or post a question on our discussion board today to find out more.

Newsletter 65 | Global Geo-political and Macro-economic Update
24/09/2025

Newsletter 65 | Global Geo-political and Macro-economic Update

When we first started sending out newsletters over 30 years ago, the focus was on economic matters and general commentary on local issues that could impact on the Australian and US economies. This was because the US economy dominated the global economy and there was both fiscal discipline and sound....

We are pleased to report that our Standard Core Portfolios have outperformed the various Industry Funds listed in the ta...
17/07/2025

We are pleased to report that our Standard Core Portfolios have outperformed the various Industry Funds listed in the table, across all risk profiles in FY25. Please contact us to learn more.

Newsletter 64: Western v Chinese Statecraft
19/06/2025

Newsletter 64: Western v Chinese Statecraft

Our recent article “Concerns about China's rise to power seem overblown” was published in Firstlinks on 11 June 2025. FirstLinks is an important publication in the investment area particularly for High Net Worth (HNW) individuals with Self-Managed Superannuation Accounts (SMSF) as you will obser...

Newsletter 63: Global Macro-economic and Geo-political Update
09/04/2025

Newsletter 63: Global Macro-economic and Geo-political Update

For many years now we have been writing about the breakdown of the world order. The introduction of the US “Liberation Day” tariffs is a further step in this breakdown.

Newsletter 61: Global Geo-political and Macro-economic Update
10/03/2025

Newsletter 61: Global Geo-political and Macro-economic Update

How prophetic are these words as the Trump Administration applies 25% tariffs on Mexico and Canada products while threatening to takeover Greenland. All three are friends of the USA.

Australia remains one of the world’s richest countries ranking second in the world based on median wealth per adult
19/09/2024

Australia remains one of the world’s richest countries ranking second in the world based on median wealth per adult

WealthMaker has outperformed major Industry superfunds across all risk profile portfolios for financial year 2024.
14/08/2024

WealthMaker has outperformed major Industry superfunds across all risk profile portfolios for financial year 2024.

The effect of globalisation in 45 countries over a period of 28 years
02/07/2024

The effect of globalisation in 45 countries over a period of 28 years

Address

88 Pitt Street Level 7
Sydney, NSW
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+61292331111

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