Family Financial Blog - Orange Wealth

11 Oct Pay less tax. Here’s how!

Posted at 17:12h in News, Pay less tax, Pay off debt, Retire comfortably, Tips to save money 0 Comments

0 Likes

No one likes paying tax. Let’s face it. Actually, I’ll qualify that by saying ‘too’ much tax. There’s the often bandied about reason for the rich getting richer. To that I’d argue that anyone with a bit of wealth-driven nous is using the laws of the day – legal tax breaks, tax structure et al – to get their taxable income down and use potential return...

Financial Coaching coach for your health and financial fitness orange wealth

03 Oct 7 reasons you should employ a coach for your health and financial fitness

Posted at 15:42h in How to invest 0 Comments

3 Likes

A few years ago I was feeling tired and unfit. My exercise regime was non-existent and my diet was getting progressively worse. One day I decided to go for a run. Wow, what an eye opener, I could hardly run 1km and I was panting and wheezing. I needed help. I decided to give a personal trainer a go, but I didn’t know how to...

01 Oct Setting up a kids’ bank account

Posted at 09:00h in Family home, News, Tips to save money 0 Comments

0 Likes

Have young kids? Well, now’s the time to introduce them to the concept of saving, and there’s no better way to do that than opening up a bank account for them. As parents, we play a critical role in educating our kids around money and, within that, establishing positive habits around spending and, more importantly, saving. To this end, if you’re good with money, chances are,...

17 Sep Demystifying debt – bad vs good!

Posted at 13:21h in How to invest, News, Pay off debt, Tips to save money 0 Comments

0 Likes

The word ‘debt’ cops a bad wrap, in my opinion. Mention debt, and our minds tend to jump to the negative connotations of the word. And rightfully so. ‘Bad’ debt is exactly that – not great. Meaning, any debt that’s not going to make you money over the medium to long term (aka building your wealth) is something you want to avoid like the plague. Well, as much...

02 Sep The US & China Trade War: What you need to know

Posted at 16:19h in How to invest, News, Pay off debt, Retire comfortably, Tips to save money 0 Comments

0 Likes

Trade wars aren’t new. They’ve been played out throughout the annals of time. So why is the US-China Trade War, which seems to escalate with every passing week, any different? Well, that’s a tricky one to answer. The short answer is the global economy’s been on pretty shaky ground since the Global Financial Crisis. Meaning the world’s two largest superpowers rattling their sabres is shaking what are...

21 Aug How to get out of debt, pronto

Posted at 10:40h in Family home, How to invest, News, Tips to save money 0 Comments

0 Likes

Being in debt ain’t fun. Particularly if it’s credit card debt and the compound nature of interest (in reverse!) means you can see no end in sight in terms of paying it down. I met someone recently who has racked up close to $30K between two credit cards over the past 18 months. She also has close to $3K on Afterpay. Both cards, I’m guessing, would be...

14 Aug Make money outside of your day job

Posted at 09:00h in Tips to save money 0 Comments

0 Likes

There’s a lot of uncertainty in the job market nowadays. Long gone are the days where you’d work for the same company for 20 to 30 years, get the gold watch, comfortably retire, play golf and put your feet up. Enter 2019, and the whole notion of a full-time job’s fastly becoming a thing of the past. Things have certainly shifted dramatically in the last five...

30 Jul The stock market crashes. What do you do?

Posted at 09:00h in How to invest, News, Tips to save money 0 Comments

0 Likes

If you’re invested in the stock market and have had your ear to the ground, you’ve no doubt heard rumblings from Wall Street and major news outlets of the potential for an economic downturn. You keep hearing things like “the property market’s down another 20 percent”, “the global equities market’s bull run’s over”, “the United States’ trade war with China’s going to rip the carpet out...

08 Jul My beginner’s guide to whisky

Posted at 11:49h in News 0 Comments

0 Likes

I collect whisky. Interestingly, what started as a passing interest has developed into a bit of a passion. You’d hope so – my collection’s fast approach the 60 mark. I’ll be frank, two years ago I knew absolutely nothing about whisky. Like nothing at all. On a scale of 0-10, my whisky knowledge was a big, round zero. Fast forward 24 months, and I reckon I’m...

01 Jul Rent-vesting. The good and the bad.

Posted at 12:37h in Family home, How to invest 0 Comments

0 Likes

If you’ve been close to the property market over the past few years, you’ve no doubt come across the term ‘rent-vesting’ in your travels. If you haven’t, it’s basically where you’re both a landlord and a renter at the same time. Rent-vesting’s a concept that’s exploded in recent years. So much so there was even a rent-vesting expo held in Sydney a couple of years’ back....

aus painters

10:55 18 Jun 19

These guys are terrific! They talked to me like a mate with my goals and financials and ended up refinancing my entire loan at a better rate. They really helped me plan for the future of my family.

Daniela Sam

10:39 18 Jun 19

Very helpful and friendly service. It felt like they really cared about me and my future rather than just trying to sell me a product.

Sam Gledhill

11:53 12 Dec 18

Jason and Michael are genuinely nice guys whose focus is purely on how they can use their skills to make our lives better (and more affordable). They are a delight to work with and don't ever "sell" to us anything we aren't interested in. They are a breath of fresh air in an industry that is full of sharks! Highly, highly recommended.

Jacinta Jones

01:52 15 Jan 19

Jason, Michael, Katie and the team are brilliant. I am reassured knowing I've been pointed in the right direction and have the most efficient structure to keep me financially fit and on track.

Mary Commisso

01:30 13 Dec 18

Impeccable professionalism and industry knowledge. Cannot fault the team at Orange Wealth and highly recommend!

Cam McKerral

09:57 26 Aug 19

Jason and Michael are a great team at Orange Wealth - helping us to consider what's next in our future plans and setup a framework to progress towards our goals. Thanks for all you help guys.

Pete Raine

01:24 13 Nov 20

Working with Jason and the Orange Wealth team for ongoing financial coaching and support has been invaluable. We first met Jason and the team in 2015 with our first child on the way, a pile of credit card debt and a feeling we needed to grow up. 12 months later we bought our first home, four years later we upsized to our dream forever home! Jason works with us to optimise our supers, mortgages, insurances, long-term investment and the pathway to our dream retirement - all within a spending plan and lifestyle that is comfortable and rewarding! Jason is personable and engaging and is always there when we need; to support decisions, help us prioritise and get us the best outcome. We look forward to continue working with Jason as we grow our investments.

Nola Grant

02:53 06 Dec 16

I've never reviewed a service provider before, but couldn't resist posting this as I found the team at Orange Wealth absolutely incredible to deal with and worthy of a 5 star VERY positive rating!After unsuccessfully trying to find someone to listen to my needs regarding my finances and planning for the future, a friend referred me to Orange Wealth. I looked them up on line and was immediately comforted by the introduction to their business and was actually excited to make contact and see how they could help me.I submitted an on line enquiry and contact from Orange Wealth followed very quickly. Their prompt, efficient, professional yet down to earth manner was a stand out.I met Michael & Jason at their office to discuss my needs and I left feeling really comfortable and very satisfied that I had engaged a professional team of people to help me moving forward.They structured my accounts, superannuation and life insurance to a point where I can rest in the knowledge that I now have all my affairs in order and working in my favour.... Finally! I have structure and a plan in place which offers me peace of mind.Michael & Jason continue to offer ongoing support and I have absolutely no hesitation in recommending their services. I'm so glad I met them, they offer a unique and highly professional service... very approachable too!!Orange Wealth, a big THANK YOU!!!

danny rock

09:27 31 Aug 21

After being highly recommended to us, we decided to invest in our family’s future with Jason and the team from Orange Wealth.Right from the start, Jason has been friendly, approachable and transparent in his approach. My wife has limited financial knowledge and Jason always makes sure she is clear about the strategies and options presented to us. I appreciate his comprehensive plans as it helps us to direct our finances to meet our goals-both short and long term.Highly recommend.

James Wolstenholme

02:36 03 Sep 21

We're now 3 years in and the sentinment below hasn't changed a bit! So much so that I've recommended Orange Wealth to family and friends who have also benefited from Jason & Michael's excellent service.Original review:After having a poor experience with other advisors we've been thrilled with the service of Orange Wealth. Jason & Michael have understood us and our objectives very well and have developed a realistic and achievable plan from which we're already seeing the benefits. Highly recommended!

James Appleby

05:56 31 Aug 21

I have worked with Jason and the team for the last few years. He (and the team) are incredibly focused on wealth management and wealth creation. They are meticulous in detail and planning and provide independent investment, risk management and wealth management advice which goes beyond the bounds of a transactional relationship. They take time to listen and understand your needs and provide informed and valuable direction. I highly recommend Orange Wealth

Amber Kelaart

06:39 31 Aug 21

Jason from Orange Wealth has been fantastic to work with. He was able to guide me in coming up with a comprehensive plan for my future financial goals and has not only kept me on track but kept me motivated to achieve my goals. Jason is caring, knowledgeable and a finance-guru and I could not recommend him highly enough

11 Oct Pay less tax. Here’s how!

03 Oct 7 reasons you should employ a coach for your health and financial fitness

01 Oct Setting up a kids’ bank account

17 Sep Demystifying debt – bad vs good!

02 Sep The US & China Trade War: What you need to know

21 Aug How to get out of debt, pronto

14 Aug Make money outside of your day job

30 Jul The stock market crashes. What do you do?

08 Jul My beginner’s guide to whisky

01 Jul Rent-vesting. The good and the bad.

03 9598 8002

FURTHER LINKS