Insights | Wallis-Smith

Wallis-Smith Insights

Welcome to Wallis-Smith Insights!

Here, we will be bringing you a regular selection of articles, tips and commentary on all thing’s money – with a focus on maximising your retirement.

4 min read

After years planning for your retirement, do you still worry about whether now is the right time? Here's five things to consider.

5 min read

Cyber threats are part of a digital world so staying alert, being informed, and adopting best practices, is essential to protect yourself.

9 min read

Market and Economic Update: December Quarter 2024

4 min read

Understanding your eligibility for the Age Pension is an important aspect of retirement planning, and it's not as simple as you might think.

2 min read

As another year draws to a close, let's unpack that age-old query – does money truly buy happiness?

5 min read

Moving into residential aged care can be an uncertain and overwhelming experience, with several important decisions to be made.

7 min read

Market and Economic Update: September Quarter 2024

3 min read

Transitioning to retirement can be challenging, and being prepared mentally, as well as financially, is key.

4 min read

Plans to downsize the family home is often part of our long-term financial plans. But have you heard of making a downsizer contribution?

6 min read

Retirement – a phase many eagerly anticipate – can present challenges as you navigate this significant life transition.