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So far WealthPartners has created 624 blog entries.

Q: Could you please explain what the eligibility criteria is to contribute to Superannuation and advise what the changes are in relation to making contributions to Superannuation from 1 July 2021.

Q: Could you please explain what the eligibility criteria is [...]

By |2021-03-22T16:11:00+11:00March 22nd, 2021|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: Could you please explain what the eligibility criteria is to contribute to Superannuation and advise what the changes are in relation to making contributions to Superannuation from 1 July 2021.

Q: I am an investor in the Magellan Global Fund and received an offer to purchase additional units in the fund at a discount. Should I consider this?

Q: I am an investor in the Magellan Global Fund [...]

By |2021-01-29T11:40:34+11:00January 29th, 2021|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: I am an investor in the Magellan Global Fund and received an offer to purchase additional units in the fund at a discount. Should I consider this?

Q: I am looking to invest in Managed Funds listed on the ASX. What is the difference between LICs and Unlisted Managed Fund?

Q: I am looking to invest in Managed Funds listed [...]

By |2021-01-29T11:40:41+11:00January 29th, 2021|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: I am looking to invest in Managed Funds listed on the ASX. What is the difference between LICs and Unlisted Managed Fund?

Q: I have been told the government has a reverse mortgage facility that is available to older Australians. My wife is and I are both 76 years old and our home is worth about $1.2 million.

Q: I have been told the government has a reverse [...]

By |2020-12-15T09:34:54+11:00December 11th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: I have been told the government has a reverse mortgage facility that is available to older Australians. My wife is and I are both 76 years old and our home is worth about $1.2 million.

Q: As retirees, how can we invest for income when interest rates are so low?

Q: As retirees, how can we invest for income when [...]

By |2020-12-15T09:35:06+11:00December 11th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: As retirees, how can we invest for income when interest rates are so low?

2020 – the year that united us

As we rang in the new year, who would’ve guessed [...]

By |2020-12-15T09:35:19+11:00December 7th, 2020|Blog|Comments Off on 2020 – the year that united us

5 ways to shop a little smarter this Christmas

If cash flow is looking a tad grim this year, [...]

By |2020-12-15T09:35:28+11:00December 7th, 2020|Blog|Comments Off on 5 ways to shop a little smarter this Christmas

Q: My elderly widowed mother has been diagnosed with early-stage Dementia. Are we able to act on her behalf without having an Enduring Power of Attorney in place?

Q: My elderly widowed mother will need to move to [...]

By |2020-12-04T12:10:05+11:00December 4th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: My elderly widowed mother has been diagnosed with early-stage Dementia. Are we able to act on her behalf without having an Enduring Power of Attorney in place?

Q: How much income we need to live on in retirement? What is a reasonable benchmark?

Q: My wife and I are in our late 50s [...]

By |2020-12-04T12:10:19+11:00November 27th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: How much income we need to live on in retirement? What is a reasonable benchmark?