News & Insights

Inheritance with ABC Northern Tasmania (1)

Why do boomers hold off on sharing their assets with their children?

https://youtu.be/_Qk2v4VSGAY "Making inheritance decisions while grieving or under stress can complicate conversations. The best outcomes come from planning early, when...

15 October 2025

When achieving your goals leaves you unfulfilled

When achieving your goals leaves you unfulfilled… here’s the reason why

You finally hit the milestone. The savings target. The investment balance. The promotion that boosts your salary. Yet instead of...

_Rethinking inheritance to help your kids sooner

Rethinking inheritance: why families are choosing to give earlier

Source: Australia Overnight with Pat Panetta Australia is on the cusp of a historic wealth transfer. By 2050, more than...

24 September 2025

Financial education to reduce employee stress

Can financial education reduce stress at work?

Money worries are one of the biggest drivers of stress in the workplace. A recent report highlighted that 61% of...

24 September 2025

Where to invest your money, at any stage of life (3)

Where to invest your money at every stage of life

Investing looks different depending on where you are in life. That was the subject of a recent Sydney Morning Herald...

19 September 2025

TWD - Dawn & Cara in FS Power50 - 2025

The Wealth Designers and FS Power50 – What You Need to Know

We are proud to share that Principal Wealth Adviser Cara Graham and Senior Wealth Adviser Dawn Thomas have been shortlisted...

Our Cyber Security Just Got Stronger

Our Cyber Security Just Got Stronger

In light of the increasing sophistication of cyber threats, we at The Wealth Designers are committed to safeguarding your personal...

A $1.5 Trillion Opportunity How to Turn Inheritance into a Better Life (1)

A $1.5 Trillion Opportunity: How to Turn Inheritance into a Better Life

Over the next two decades, Australians will inherit unprecedented amounts of wealth as older generations pass on their assets. The...

Sudden Wealth

Sudden Wealth, Serious Decisions: What to Do Next

Sudden wealth doesn’t always feel like a windfall. Sometimes it follows loss, trauma, or major life upheaval. A loved one’s...

Market Update - July 2025

TWD Monthly Market Update – June 2025

Broader Market Moves¹ Macro Commentary June began calmly but was soon impacted by renewed volatility following the outbreak of conflict...