Felicity is a multiple award-winning Financial Planner, Wealth Manager, and Speaker who has earned the reputation as a seasoned and passionate leader in the financial space. Based on the Gold Coast, but serving client all over Australia, through the span of almost two decades, she has cultivated extensive first-hand experience in her field, having worked with JBWere Goldman Sachs, Macquarie and Morgans before obtaining her own licence so that she could provide Independent Financial Planning advice to her clients.
https://cwealth.wistia.com/medias/cm984hmi9v?embedType=async&videoFoam=true&videoWidth=640 As an independent financial planner, we have the chance to talk with different fund … [Read more...] about Interview with Nick Kirrage, Co-Head of the Schroder Global Recovery Fund
https://cwealth.wistia.com/medias/amfkaozb7u?embedType=async&videoFoam=true&videoWidth=640 Ok, so maybe you want to help out a family member with wedding costs. Maybe you promised the kids … [Read more...] about Understanding the Centrelink Gifting Limits
https://cwealth.wistia.com/medias/5sqfi1bys1?embedType=async&videoFoam=true&videoWidth=640 Have you ever noticed on your superannuation statement that there's a section about a … [Read more...] about What’s the deal with Super Death Nominations?
You might be aware that under the current super rules, if you want to make personal (after tax) contributions to your super fund and you’re between the age of 65 and 74 you’ve had to meet a work test … [Read more...] about Understanding the Super Work Test Exemption
Have you ever wondered what happens to your super if something happens to you? Maybe you've heard some of the horror stories? The army officer that passed away and his super was partially paid … [Read more...] about Where will your super go?
We see a lot of super funds that hold commercial property. In fact, for some super funds they were set up for this purpose – often so that a business owner could purchase their business premises with … [Read more...] about Should you hold Commercial property in your Super Fund?
