In the Media
Leeuwin Wealth nears $1bn in funds under management in first year
Leeuwin Wealth has nearly doubled its funds under management to $1 billion and has worked on 18 capital market transactions in its first 12 months of operation…
Why is WA so attractive for advice M&A
While M&A has ramped up nationwide, three advice heads have explored Western Australia’s emergence as a region of interest among medium-sized firms vying for growth opportunities in an increasingly competitive market…
Dollar & Sense: What retirees need to know about property tax
Our financial adviser explains two important milestones for a retiree when it comes to capital gains tax minimisation and superannuation contributions…
Dollar and Sense: What you must know before gifting property to your kids
Our financial adviser says many retirees unintentionally compromise their financial security out of good intentions to help their children, while a reader asks about super and tax…
Dollars & Sense: How can we minimise tax impacts when we leave our super to our child?
Our financial adviser knows how to get around the death tax lurking in super, while a reader asks whether it’s best to make super contributions or invest elsewhere….
Welcome to wealth, your way: The Australian’s new section for smart money choices
The Australian is launching Wealth, a dedicated section to help more Australians make smarter money choices…
A career built on purpose, perspective and Western Australian pride
Jane Tandy’s journey through the financial services industry is a testament to purpose-driven ambition shaped by a deep connection to community. Her career began with an early appreciation for financial planning, instilled through her family’s long-standing relationship with a trusted adviser…
How the gold rush caught the attention of investors
Political and economic uncertainty in the markets triggered by Donald Trump’s tariffs has made ‘safe haven’ assets an attractive investment…
Cool heads win the war
When US President Donald Trump lobbed a virtual hand grenade into the global economy with his tariff announcements, he plunged share markets into their steepest falls since COVID-19…
Perth advice firm targets $1bn FUM
Less than six months after launch, Perth-based Leeuwin Wealth has gained $500 million in assets under management and set ambitious future growth targets….
Leeuwin takes founders full circle
A new boutique financial advisory highlights the pattern of consolidation and renewal in the sector….
