Money & Life Magazine recently featured our Director, Felicity Cooper, winner of the FPA (the Financial Planning Association) Financial Planner AFP of the Year. As they mentioned: "for a small … [Read more...] about Winner FPA Financial Planner AFP of the Year Award
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