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September 2020 Market Update from Bennett Wealth Group

  • September 16, 2020

We wanted to document some of the conversations we’ve been having with clients around the state of the markets and the economies in this disturbing and unusual time. The Summary Version We are probably in the world’s deepest recession since…

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BWG Federal Government Stimulus Packages

  • May 19, 2020

We have been going through the recent announcements from the Federal Government in regard to the economic stimulus related to the recent events. Fitzpatricks Private Wealth Head of Technical Services - Colin Lewis, has put together a brief summary of…

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BWG March Investment Update

  • May 19, 2020

There is a lot going on in investment markets this year and we have provided a question and answer format discussion below. The short version however is that the oil price war and corona virus (COVID-19) has impacted markets which…

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The Optimisation Plan

  • April 7, 2016

Unstructured and No Clear Direction *To respect the privacy of our clients we have not used their real names. Kevin and Lisa were asset rich however up to their ears in debts. Despite earning a great income, they felt as…

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Case study: The Karratha exit plan.

  • January 12, 2016

How BWG helped us escape the trap. *To respect the privacy of our client we have not used their real names. Four years ago, Anna and Ben wanted to know how they could develop a plan to exit Karratha successfully.…

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