Prime Wealth Advice

Prime Wealth Advice Accredited Aged Care Professional
Investment, Insurance, Super, Retirement Planning, SMSF & more

Your super went up… but are you actually better off?A rising balance feels like progress.But most people never check wha...
28/05/2026

Your super went up… but are you actually better off?

A rising balance feels like progress.

But most people never check what’s behind it:

• Market growth vs your actual contributions
• Whether your investment option still fits your timeline
• Fees quietly reducing your returns
• What that balance really means for retirement income

A bigger number can create false confidence.

Because the real question isn’t “How much do I have?”
It’s “What does this actually do for my future?”

💬 Have you ever broken down your super like this?

If not, that’s usually where clarity starts.
👉 Book a 15-minute conversation: https://calendly.com/pwadvice/15min

Australia is in the middle of the largest intergenerational wealth transfer in history. 🏡Retirees and pre-retirees are s...
26/05/2026

Australia is in the middle of the largest intergenerational wealth transfer in history. 🏡

Retirees and pre-retirees are set to pass on trillions in assets to the next generation. But without the right planning, that transfer can be derailed by tax, family disputes, or decisions made too late.
Protecting your legacy isn't just about having enough. It's about structure, communication, and making sure the people you love are prepared.

Our latest article covers what intergenerational wealth really means and how to protect, maximise, and use it for your family.
👉 Read more here: https://news.pwadvice.com.au/understanding-intergenerational-wealth/

If you'd like to talk through your own situation, book a free 15-minute call with Felix:
https://calendly.com/pwadvice/15min

This is general advice only. Consider seeking personal financial advice.

23/05/2026

Life changes. Your financial plan should too. 📋

Here are five signs it might be time for a review:
✓ You're approaching 60 and haven't modelled your retirement income
✓ Your kids have left home and your expenses have shifted
✓ You've received an inheritance or experienced a significant change in assets
✓ You've changed jobs, reduced hours, or are thinking about stopping work
✓ You haven't looked at your super, insurance, or beneficiary nominations in over two years

None of these mean something has gone wrong. They just mean your circumstances have moved and your plan deserves a fresh look.

If any of these sound familiar, book a free 15-minute call with Felix:
https://calendly.com/pwadvice/15min

This is general advice only. Consider seeking personal financial advice.

Most families don't talk about money until something forces the conversation.A health scare. A diagnosis. A sudden loss....
21/05/2026

Most families don't talk about money until something forces the conversation.
A health scare. A diagnosis. A sudden loss.

By then, decisions feel rushed and options can feel limited.

There are three conversations worth having before it becomes urgent 💬
✓ What are your aged care preferences and how would they be funded?
✓ Are your super beneficiary nominations up to date and intentional?
✓ Does your family know where your key documents and wishes are kept?

These aren't easy conversations. But they're far less stressful now than in a crisis.
Have you had any of these conversations with your family yet?

If you'd like guidance on how to structure your financial affairs before it becomes urgent, book a free 15-minute call with Felix:
https://calendly.com/pwadvice/15min

This is general advice only. Consider seeking personal financial advice.

Retirement is often discussed in financial terms.But identity transition matters just as much.Who are you without your p...
19/05/2026

Retirement is often discussed in financial terms.

But identity transition matters just as much.

Who are you without your professional role?

What fills your week?

How will structure change?

Financial clarity creates space to focus on lifestyle and purpose.

💬 Have you thought about what retirement will look like beyond the numbers?

If you'd like to explore both the financial and lifestyle side, book a 15-minute conversation here:
👉 https://calendly.com/pwadvice/15min

18/05/2026

Marking 5 years of Prime Wealth Advice, last week we had the pleasure of hosting our Client Appreciation Evening, and what a night it was! 🌟

A heartfelt thank you to our four wonderful presenters who each brought something truly special to the evening.

🎤 Nick Dowle — MLC Asset Management
Introduced by the wonderful Jason Lien, Nick kicked off the evening in the best possible way. He has a rare gift for making the economy feel approachable and enjoyable — our clients were engaged and smiling from the very first moment. The perfect start just when the Entree was being served!

💚 Melinda White
Introduced by the cheerful Joey McCann, Melinda spoke beautifully about how investing for grandchildren can lay a meaningful financial foundation for their future. Drawing on her own experience, every word resonated deeply — you could feel the room connecting on a very personal level.

⚖️ Matt Morgan — Z5 Legal
Estate Planning is not always the easiest dinner conversation, but Matt made it feel like the most natural thing in the world. His ability to present complex legal matters with clarity and warmth left our clients feeling informed, reassured, and in very safe hands.

✈️ Alex Pickering — Phil Hoffman Travel
And what better way to close the evening than with dreams of the next adventure! Just as dessert arrived, Alex whisked our clients away on a journey of holiday inspiration. The room absolutely lit up — the sweetest end to a wonderful evening (literally and figuratively! 😄)

I would also like to extend my warmest thanks to the incredible professionals who joined us on the night — your presence and the conversations you brought made the evening even more special:

👤 Andy Asiandi — New Heights Advisory
👤 Maryke McPherson — Preshute Legal
👤 Samuel Michele — Rosewood Succession Solicitors
👤 Emily Lines — Simplified Aged Care Solutions
👤 Woo Kim — Liberty Finance
👤 Alfredo Cabada — Complete Property Strategies
👤 Simon Llelliott — Expanding Horizons

It is a true privilege to be surrounded by such dedicated professionals who share a genuine commitment to the wellbeing of their clients. Here's to many more evenings like this one! 🙏

Insurance inside super is often set and forgotten.But life changes.Dependants change.Debt changes.Income changes.In 2026...
12/05/2026

Insurance inside super is often set and forgotten.

But life changes.

Dependants change.
Debt changes.
Income changes.

In 2026, reviewing insurance alignment is just as important as reviewing investments.

If you'd like to review your current cover, book a free 15-minute conversation here:
👉 https://calendly.com/pwadvice/15min

07/05/2026

Here’s a super strategy many couples completely miss.

If your spouse earns less than forty thousand dollars a year, you may be able to contribute to their super and receive a tax offset of up to five hundred and forty dollars.

That’s the government effectively rewarding you for helping build your partner’s retirement savings.

It can be especially valuable if one partner works part-time, has taken time out of the workforce, or earns significantly less.

Over time, even small annual contributions can meaningfully improve their retirement balance.

This isn’t just about tax savings.
It’s about building financial security as a team.

💬 Did you know this strategy existed?

If you'd like to explore whether it applies to your situation, book a free 15-minute call with Felix:
👉 https://calendly.com/pwadvice/15min

This is general advice only. Consider seeking personal financial advice.

Strong income doesn’t automatically equal financial security.We often meet high earners who feel uncertain about their p...
05/05/2026

Strong income doesn’t automatically equal financial security.

We often meet high earners who feel uncertain about their position.

Why?

Because income is different from structure.

Cash flow clarity often reveals opportunities to strengthen long-term wealth.

If you'd like to review your financial position objectively, book a 15-minute conversation here:
👉 https://calendly.com/pwadvice/15min

30/04/2026

The life insurance inside your super may be quietly reducing and you might not receive a warning.

Most Australians have some level of default insurance inside their super.

But what many don’t realise is that some funds automatically reduce cover as you get older, often after age sixty.

Your premium continues to be deducted.

But your cover may quietly shrink.

If you haven’t reviewed your insurance recently, now is the time, especially if you still have dependants or outstanding debts.

The goal isn’t just having insurance.
It’s having the right level of cover for your current stage of life.

💬 When was the last time you reviewed the insurance inside your super?

If you'd like a review, book a free 15-minute call with Felix:
👉 https://calendly.com/pwadvice/15min

This is general advice only. Consider seeking personal financial advice.

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