Netwealth

"Life is a sum of all your choices" - similarly, you could say your financial outcome is the sum of all the investment and planning choices you make throughout your life.

What choices can you make to make a difference? Find out with one of our most-read articles: https://www.netwealth.com/resources/our-views/the-sum-of-your-choices/

"What to think about ahead of the Budget" - our head of advice Tom Kimche writes about measures the government may need to impose to alleviate the economic situation.

What could this mean for those who have savings, investments or are making short and long-term financial plans? (That's a lot of people, we accept 😯)

Read Tom's article: https://www.netwealth.com/resources/our-views/what-to-think-about-ahead-of-the-budget/

You may not know what to expect before you seek financial advice, but certain characteristics should be clear when you know an adviser “gets you". Learn what they are.

5 things you will (ideally) get from meeting with a financial adviser Netwealth uses cutting-edge technology and an expert team to provide a cost-effective wealth management service. See how we can help manage your investments.

Could this be a sign of things to come in the UK? Our chief economic strategist Gerard Lyons comments in The Telegraph about German pensioners being offered tax breaks to stay in work.

Germany offers pensioners tax breaks to stay in work New law aims to tackle the country’s chronic skills shortage amid an ageing population

“South Korea’s political reset: a case for active EM allocation” – find out about the investment case for South Korea now, and the benefits of a nuanced approach to specific emerging markets.



Read the article:

Discretionary Wealth Management and Financial Planning Netwealth uses cutting-edge technology and an expert team to provide a cost-effective wealth management service. See how we can help manage your investments.

Providing a private education for children is often one of the biggest financial commitments families will make. So what should you think about?

Netwealth’s Lily Ball explores what you should assess, including your timeframe, whether you can realistically afford all the costs and why being tax efficient is so important.

Investing and financial planning to pay for a child's education Netwealth uses cutting-edge technology and an expert team to provide a cost-effective wealth management service. See how we can help manage your investments.

What factors have driven market performance this year? And what’s the economic outlook for the coming months?

Watch our latest on-demand webinar now: https://vimeo.com/1117748519

The year so far: Insights on market performance and economic outlook This is "The year so far: Insights on market performance and economic outlook" by Netwealth on Vimeo, the home for high quality videos and the people who…

Find out how you could manage your cash resources more effectively - with a simple, lower-risk solution and competitive return.

✔ No minimum lock-in period

✔ Low volatility, high security

✔ 4.1% gross yield

Learn more about Liquid Reserves here: https://www.netwealth.com/resources/our-views/manage-cash-more-effectively-with-a-simple-lower-risk-solution-and-competitive-return/

Thursday's webinar - at 11.10am - promises to be a must-watch. Gerard Lyons and Iain Barnes review the year so far and share our outlook for the rest of the year.

Register fr free here: https://webinars.netwealth.com/the-year-so-far/

“It always amazes me how we all work so hard for decades yet are then sometimes caught out by not having a well-thought-out financial plan for once we stop”

Our CEO Charlotte Ransom comments in Financial Times about funding retirement & living the life you deserve.

Charlotte also offers three key tips to keep the sense of freedom alive and make the sense of security last for decades.

Read the article (behind paywall):

https://www.ft.com/content/698aee26-36e2-444b-8a77-49f2d8e8dcfd

How to make the ‘third quarter’ of your life the best quarter Cruises, holidays, gifting: the early years of retirement are to be enjoyed — just make sure you have a robust pension decumulation plan in place

Our latest survey explores what’s important for investors – and aims to identify the factors that drive their choices.

These include finding out why they change wealth manager, the key reasons why they pick a provider to manage their investments, and what they look for when seeking financial advice.

Read the results here:
https://www.netwealth.com/resources/our-views/discerning-choices-the-factors-driving-investors-to-change-providers-in-2025/

Discerning choices: the factors driving investors to change providers in 2025 Multiple factors influence why investors make decisions around their money, affecting who they choose to manage their investments, why they ditch incumbents, and who they turn to for financial advice. Our latest survey gets to the heart of what’s important – identifying many of the factors that ...