Your 2026 Wealth Plan Starts Now: Build It with the Six-Star Team
Listen to Wealth Coffee Chats Podcast Now
Welcome to a brand new financial year! In today’s episode, Alex from the financial planning team kicks off FY2026 with a deep dive into why now is the perfect time to set clear goals and work proactively with your Six-Star Team.
From reviewing investment performance and property valuations to planning tax strategies and optimising lending, this session is all about building momentum for the year ahead. Whether you’re a seasoned investor or just starting out, learn how small steps today can make a big impact over the next 12 months.
🎥Chapters:
00:00 – Introduction
03:24 – FY2026 is here: What this new financial year means for your money
06:55 – Why now is the best time to set property and investment goals
09:42 – How your Six-Star Team can drive your financial outcomes
11:40 – Property, loans, tax: Key areas to review and optimise
13:13 – Planning vs drifting: Making your strategies actionable
16:00 – Final thoughts: Early action is your investment edge
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