19 Tips for your best life after retirement

20 December

Have you ever thought about life after retirement? If you have, you most likely think about the best things in life: a happy family, good health and wealth. The only way to make this dream retirement a reality is to have the right retirement...[Read More]

‘Inadequate’: MPs admit tech knowledge does not compute

15 November

Australian politicians have admitted they do not know enough about technology despite being increasingly asked to legislate on the emerging threats of the digital world. After contacting 24 MPs from the last parliament, the Australian Strategic...[Read More]

From Tony’s Desk – What’s all the fuss about inflation when we can’t control what’s causing the high number??

6 November

My inner economic nerd is busting to get out and ask Michelle Bullock why the Reserve Bank of Australia (RBA) is so determined to bring down "sticky" core inflation, when it is so obvious to everyone that headline inflation is on the downward trend...[Read More]

CYBER CRIME – WHAT ARE SUPER FUNDS DOING?

31 October

30 September 2022 Dear client In light of the recent Optus data breach, we are writing to advise you of the actions Colonial First State (CFS) is taking...[Read More]

Colonial Fund Fails APRA Test and Market Volatility – Tony’s Take

31 October

Please note: our clients at Wealth IQ Group Pty Ltd (SWM Finance Matters / JV Wealth), are NOT INVESTED in the Colonial First State Retail Employer Super Balanced fund. Our clients are invested in Colonial First State Wholesale Personal Super...[Read More]

Electric car tax cuts welcome, more wanted

26 October

Federal budget tax cuts for electric cars and moves to create a national electric vehicle charging network in Australia have been welcomed by motoring and environmental groups overnight. The policies could shave $4700 off the cost of buying an...[Read More]

Families remember Bali victims 20 years on

5 October

When Kevin Paltridge’s son Corey was killed in the 2002 Bali bombings, the devastated father turned to other Australians whose children had died suddenly to try to cope with his own loss. He quit his job as an airline supervisor and went to...[Read More]

New Logo – Same Staff, Same Service, Same Company

22 May

You may notice a new logo on communications that you receive. Previously we were part of the Australian Financial Services Licensee "AFSL", NEO Financial Solutions - based out of Western Australia. A change in their future plans made us...[Read More]