make money Archives - Orange Wealth

The lowdown on ethical investing and how it works

Ethical investing is booming, with more and more mum-and-dad investors looking to sharpen their superannuation portfolios to align more to what’s important to them. What started as a bit of a niche investment space decade ago, has definitely hit the mainstream in the world of finance. In fact, a host of prominent superannuation funds now offer a variety of ethical investment-driven products. So what is ethical investing...

19 July, 2021 / 0 Comments

The ultimate guide to upgrading to your dream home

Buying a home? Here's everything you need to know in one place. This article is for anyone looking to buy a home. If you're frustrated with going it alone and researching everything yourself, this article can help you. Buying a home for the first time can be tricky. I get it. Everyone on the Internet has an opinion. Which is great in one sense because there's a wealth of information...

15 February, 2021 / 0 Comments

6 things you can do right now to boost your wealth

It’s easy to put stuff off in life. That might be joining the gym so you can start getting fit, for instance. It might be saving for that next holiday. And that’s no criticism. I’m guilty of it. In saying that, I’m definitely getting better at taking action on stuff now rather than later. Maybe it comes with age. Stuff like exercising and getting fit, for example,...

02 March, 2020 / 0 Comments

Fund your next family holiday for next to nothing

Holidays can be an expensive proposition. Once you factor everything in, sometimes you’re left wondering whether it’s actually worth the financial stretch, particularly when you could be putting that money, say, towards paying off the mortgage. If you’re a long-time reader of my blogs, you’ll know that getaways and holidays are a must for me and my family. We always bake-in holidays when planning next year’s...

17 February, 2020 / 0 Comments

In your 40s and don’t have back-up plan?

Yeah? You might want to read on. In your 20s and 30s, I’d argue you’re primarily focused on two things: your career and having fun. If you’re lucky, you’ll have had good financial habits drummed into from a young age and you’ll have been consistent squirrelling away money, making a few smart investments along the way and be on the road to living life on your terms. Your...

03 February, 2020 / 0 Comments

The impossible dream… can you build wealth and live it up today?

Everything in life’s a trade-off, regardless of which way you look at it. Take accumulating wealth. To get to a point of choosing whether you want to work – or not! – takes discipline and sacrifice. In other words, getting there’ typically a massive trade-off when growing wealth. For me, the most difficult trade-off is having stuff and living happily and not beyond your means. I guess...

21 January, 2020 / 0 Comments

Should I use a financial advisor or do it myself?

This week I’m going to answer what is perhaps the number question people ask when it comes to financial advice. Drum roll, please… Should I use a financial advisor or do it myself? It’s a big one. The million-dollar question, if you will. Before I get down into the detail of the pros and cons each way, I’d like to preface it by saying that we actually cater...

28 November, 2019 / 0 Comments

7 mistakes families make when building wealth

Wealth is all about building up your asset base. This is something that I’d argue is vitally important for families, in particular. It’s not just about owning your own home (preferably your ‘dream home’). It’s about building your asset base to a point where you can start generating passive income to fund sending your kids to the right school and funding your family’s lifestyle well into retirement. If...

05 November, 2019 / 0 Comments

Don’t have a will? Here’s what you need to know

This week I want to touch on something I haven’t covered in previous blogs. Nearly half of adult Australians don’t have a will. That’s a lot. If you don’t have a will, that’s certainly no criticism, but more to say that you’re not alone. To be fair, it’s not something that’s really top of mind for your average Joe. And fair enough – no one likes to...

15 October, 2019 / 0 Comments

Pay less tax. Here’s how!

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...

11 October, 2019 / 0 Comments

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!!!

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