About Orbis Wealth Management
We believe your family is your most valuable asset… so this is the focus of our business.
Orbis Wealth Management is a boutique wealth management and financial advisory firm focused on managing wealth strategies for a range of clients including individuals, families, small business owners and business executives.
We help our clients maximise the probability of achieving their financial goals and lifestyle aspirations. To do this we take a holistic approach and spend the time to ascertain what is really important to them. We empower our clients to achieve great things, through advice, education and planning.
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Australia avoids recession
Australia avoided a recession at the end of last year by recording Gross Domestic Product (GDP) growth of 1.1 per cent in the December quarter after recording a very weak -0.5 per cent in the September quarter. The main reasons for the rebound were increased exports, helped by stronger commodity prices, household consumption and public investment.
End of financial year strategies
June 30 is fast approaching but there’s still time to consider the strategies available to you to build your wealth. Below are simple tips that could help maximise what you’ve got this financial year.
Reviewing your insurance strategy is a solid investment
We’re all interested in reviewing the current status of our wealth creation plan to see how our investments are performing. Unfortunately however, reviewing our insurance strategy is often forgotten, as many of us adopt a ‘set and forget’ approach.