top of page
News Reading

Latest News

WealthAdviser Newsletters

Issue 129 - January 2026

Inside

​

  • The $500,000 Question: Navigating Aged Care Costs and Refundable Accommodation Deposits in Retirement

  • Insurance as Wealth Infrastructure: Strategic Cover for Building and Protecting Family Legacies

  • Downsizer Contributions Demystified: The $300K Super Opportunity After 55

  • Q&A: Ask a Question

Screenshot 2026-02-02 at 9.00.02 am.png
Click here to read full newsletter

Issue 128 - January 2026

Inside

​

  • Living With Dementia Up Close: What Families Can Do Now To Protect Dignity, Finances And Peace of Mind

  • From Waiting Lists to Water Pipes: Turning Australia's Infrastructure Squeeze Into Investment Resilience

  • Beyond The Greenback: Building Resilient Portfolios When the US Dollar No Longer Feels Bulletproof

  • Q&A: Ask a Question

Screenshot 2026-01-19 at 1.36.02 pm.png
Click here to read full newsletter

© 2023 by Heart Financial Advisers. Powered and secured by Wix | Financial Services Guide (FSG)

|Privacy Policy

  • Twitter
  • LinkedIn
  • Facebook

Stu Varidel AR 324007 and Your Choice Financial Planning Pty Ltd ABN 80124246877 trading as Heart Financial Advisers CAR 323623 are authorised representatives of Sentry Advice Pty Ltd  AFSL 227748.

Disclaimer:​

​

The information contained in this website and any of the resources available through it including eBooks, fact sheets and seminars ('Content') has been prepared for general information purposes only and is not (and cannot be construed or relied upon) as personal advice. No investment objectives, financial circumstances, or needs of any individual have been taken into consideration in the preparation of the Content. Financial products entail risk of loss, may rise and fall, and are impacted by a range of market economic factors, and you should always obtain professional advice to ensure trading or investing in such products is suitable for your circumstances.

​

Under no circumstance will any of Your Choice Financial Planning Pty Ltd trading as Heart Financial Advisers, Sentry Advice Pty Ltd, its officers, representative, associates, or agents be liable for any loss or damage, whether direct, incidental, or consequential, caused by reliance on our use of the Content. This Content is restricted to Australian residents and is for the intended recipient only. From time to time, representatives or associates may hold interests in or transact in companies or products mentioned herein, and may receive fees or other benefits, in connection with the making of any recommendation or facilitating a transaction. ALL Rights Reserved. 

bottom of page