Affluence Private Wealth

26/05/2026

The buzz around the 2026 Federal Budget on negative gearing tweaks, family trust taxes, and capital gains changes has many feeling the urge to act fast. But here’s the thing: these are just proposals, and not all of them will become law anytime soon, if ever.

Making snap decisions now without a solid plan?

That can cost you big time.

https://www.affluenceprivate.com/meet

14/05/2026

Let’s break down what’s happening with the latest 2026-27 Federal Budget proposals, how they could impact you, and what steps we’ll take together to ensure you stay ahead of the curve.

Let’s break down what’s happening with the latest 2026-27 Federal Budget changes, how they could impact you, and what steps we’ll take together to ensure you stay ahead of the curve.

22/04/2026

Running a successful practice can be both a blessing and a challenge, something my clients, Sam and David, know all too well. When we first started working together eight years ago, they were grappling with stress, overwhelm, and a sense of imbalance in their growing practice.

Fast forward eight years later, and Sam and David have sold their business, and retired in their mid-fifties ahead of schedule.

09/02/2026

A recent health scare got me thinking, life’s curveballs can shake more than just our health; they can upend our finances too. We can’t predict the unexpected, but we can prepare for it.

My essential tips to safeguard your future and stay on track, no matter what life throws your way.

15/12/2025

This Christmas, give the gift of financial freedom. Affluence Private Wealth's 12 Financial Tips Advent Calendar is packed with simple habits to help you build a stronger, more secure future.

27/11/2025

The Gift That Keeps on Compounding
This festive season, instead of giving short-lived toys, why not invest in something that grows as your kids do?

08/11/2025

When Life Hands You a Tumour.
A few weeks ago, I underwent a successful surgery for the removal of a lung tumour. Thankfully, the tumour was benign, and I’m recovering well. But receiving the news initially was, understandably, quite shocking. Moments like these tend to make us pause and take stock of what matters most.

04/09/2025

Many of our clients ask us to guide their children, typically young professionals just starting their careers. Recently, a 24-year-old asked, “How can I achieve financial independence?” Her proactive mindset is commendable and should inspire anyone in their twenties.
My five key steps for young professionals to take control of their financial future:
- Consolidate superfunds
- Avoid lifestyle debt
- Establish a savings plan
- Start investing strategically
- Choose the right financial partner

28/08/2025

I want to share my thoughts on the growing use of AI in financial planning. While AI can offer quick calculations, it’s not always reliable, as evidenced by errors I’ve encountered with family trust rules. More importantly, AI misses the human element: the understanding of your unique life, goals, and circumstances that shapes practical financial advice.

09/08/2025

Applications for the WA Small Business Growth Grants are now open. You can apply for up to $10,000 in matched funding vouchers to invest in specialised services that support your small business growth.

Applications for the Small Business Growth Grants are now open. You can apply for up to $10,000 in matched funding vouchers to invest in specialised services that support your small business growth.