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The ‘glory years’ and beyond: Wattle Partners says retirement needs ‘new mindset’

The approach of retirement requires a profound change in how investors approach markets and construct portfolios, including arranging their income needs around three distinct periods of retired life, the financial advice firm’s founders said.

Lisa Uhlman | 1st Nov 2023 | More
Wealth transfer should start with financial literacy, not dollars: Wattle Partners

Much of what keeps Australian investors up at night – and the biggest investment mistakes they make – could be avoided through a greater focus on financial literacy, especially as markets “start acting like markets again”, the private wealth manager’s directors Jamie Nemtsas and Drew Meredith said.

Lisa Uhlman | 17th May 2023 | More
The best and worst ETFs from 2022

Exchange-traded funds continued to attract inflows from investors in 2022, albeit at a slower pace thanks to rising interest rates and market volatility. Resources and mining-focused funds were clear standouts in a challenging year.

Lachlan Buur-Jensen | 1st Feb 2023 | More
  • Owen Raszkiewicz

    Bio goes here Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur….

    Tahlia Pennells | 1st Sep 2020 | More