Wattle Partners | Retirement Wealth Specialists

APRA-regulated funds, especially profit-for-member funds, have had a good innings during the accumulation phase. It’s proving a different story in the decumulation phase with a growing number of members demanding a far more nuanced service. Drew Meredith

In this Rask Australian Retirement Podcast episode, your hosts Drew Meredith, and James O'Reilly, from Northeast Wealth uncover all things estate planning including wills and powers of attorney. Listen below!

In this Rask Australian Retirement Podcast episode, your hosts Drew Meredith and James O'Reilly discuss all things superannuation and how to accelerate your savings in the lead up to retirement. They also cover: - Everything you need to know about super - What to do with your cash flow surplus in your 40s, 50s and 60s - Clear your mortgage or boost your super? - Most effective strategies to build wealth quickly - Which super fund is right for you? Listen to the episode below!

The "Goldilocks" scenario where bonds and shares thrive, the importance of diversification and insights into property markets across Australia.    Join Jamie Nemtsas and Drew Meredith as they dive into this and more in September's Monthly Market Update.   Watch the video below to understand the complexities of the current economic environment and learn how we're positioning our client portfolios for resilience.

Last month I had the great privilege to take part of Future Proof in the USA - the largest financial planning conference in the world. It was very insightful to hear how our American counterparts provide advice and reflect what our industry can adopt as we strive to provide affordable advice to all. Thank you The Inside Network for organising such a great trip! Wattle Partners | Retirement Wealth Specialists

In this Rask, Australian Retirement Podcast episode, your hosts Drew Meredith and James O'Reilly discuss the most important questions of all, when is time to start planning for retirement? And how do you get started? Topics covered in this episode - What you need to know about retiring in Australia - How much is enough to retire? - The biggest mistakes made by new retirees - The most common questions from those about to retire - Deciding on your retirement ‘number’ Listen below!

Still settling back into Melbourne after an incredible trip to LA attending the Future Proof event for the second year running.   Outside of the spectacular weather, this year was particularly special as several members of the Wattle Partners | Retirement Wealth Specialists team also came across for the experience.   Among my biggest takeaways were that the US may continue to lead Australia in terms of user experience and a narrowing focus on specialised areas of advice, but Australia is making significant progress in this regard. Similarly, the scale and size of the advice market in the US means the professionalism of advice business is more evolved, but an influx of capital into Australia, and the growing advice gap offers an opportunity for those wanting to grow.    The commitment to client outcomes is refreshing. While US advisers benefit from a broader range of client-facing technology, Australia is coming along quickly.   I’m looking forward to attending again next year and bringing more new and exciting ideas to retirement advice in Australia, and to Wattle.

Wattle Partners founders, Drew Meredith and Jamie Nemtsas, review the events of the month covering all things investments, markets, economics and strategy. Watch below!

We’re excited to share the launch of The Australian Retirement Podcast, co-hosted by our very own Drew Meredith, alongside James O'Reilly from Northeast Wealth and Owen Rask from Rask. Every Thursday for the next 10 weeks they will be bringing you actionable advice on everything retirement related, from passive income strategies through to behavioral psychology and more. Check out episode 1, to hear why they are passionate about the topic of #retirement.