Investing can be one of the most powerful ways to grow wealth over time. But despite the long history of investment markets and the wealth of information available today, many investors still make common mistakes that can reduce returns, increase risk and lead to unnecessary stress.

Investment portfolios delivered solid results in Q4 2025, capping another strong year of performance across strategies. While markets were more volatile toward year-end, disciplined portfolio management, selective rebalancing and diversification supported returns, with full-year outcomes outperforming peers. Looking ahead to 2026, portfolios remain positioned cautiously, balancing attractive income and defensive assets against elevated valuations and ongoing geopolitical and economic uncertainty.

In this episode of Generations, Peter Leggett speaks with accountant and specialist adviser Robert Scheiber about the ATO’s increasing focus on family trusts, particularly Section 100A, and what it means for families managing intergenerational wealth. The big shift is that trust distributions can’t just be “paper” outcomes for tax purposes: if income is distributed to a beneficiary, that beneficiary must genuinely receive the benefit.

Peter Leggett’s Ausbiz interview uncovers the key risks to intergenerational wealth and the strategies families can use to build lasting, purpose-led legacies.

Arrow Private Wealth proudly celebrates three team members recognised at the INFIN Future Financial Leaders Awards.

Join Peter Leggett and Mark O’Leary as they discuss how families can turn wealth into lasting legacy. This episode delves into the importance of communication, shared values, and stewardship in building and preserving intergenerational success. A must-listen for anyone navigating family wealth and succession.

How young Australians can grow long-term wealth, strengthen financial resilience and take advantage of compounding in a high-cost economy.

We are proud to share that Peter Leggett, Chairman and Chief Investment Officer of Arrow Private Wealth, has once again been recognised in the Barron’s Top 150 Financial Advisers list for 2025.

Kreston Leggett joins Ausbiz to discuss how families can transfer wealth with clarity and intent. By focusing on purpose, values and consistent communication, he explains how families can create a legacy that supports both financial outcomes and the relationships behind them.

The third quarter of 2025 delivered another period of positive investment outcomes across our portfolios. Compared with the prior quarter, it was a quieter few months from a headlines perspective, as markets continued their steady upward trend.

Learn how Transition to Retirement pensions work, who can access them, and how they can help you reduce work hours, manage tax, and boost super savings.

Employee share schemes are transforming how Australians build wealth through work. In this episode of Arrow Insights, Seton Leggett and Ryan Synnot unpack how equity ownership can align incentives, create long-term opportunity, and introduce new financial risks, and why understanding both the strategy and psychology behind it is essential.

Learn who can receive your superannuation when you die, the difference between binding and non-binding nominations, and how to avoid common mistakes. Discover how to keep your beneficiary nominations valid and aligned with your estate plan.

Discover how private markets can unlock exposure to high-growth, transformative themes like artificial intelligence, clean energy, and healthcare innovation. In this episode of Arrow Insights, Kreston Leggett and Ryan Synnot explore how to identify emerging opportunities, evaluate risks, and align thematic investing with long-term goals.

Protect your family and wealth with personal insurance. Learn about life, income, trauma, and TPD cover in Australia.

In this Arrow Insights episode, Ryan Synnot joins Seton Leggett to break down the common portfolio mistakes he sees when reviewing prospective clients. From missing income provisions to emotional attachment to single shares, Ryan outlines what can go wrong—and more importantly, what smart investors can do to get back on track. Whether you're preparing for retirement or just starting out, this episode delivers actionable advice to strengthen your portfolio and your financial future.

Discover key insights from the Q2 2025 Investment & Market Update by Arrow Private Wealth. Explore expert analysis on economic trends, equity performance, inflation, and portfolio strategy.

Learn how Victoria’s Vacant Residential Land Tax (VRLT) works, who it applies to, key exemptions, and how to avoid penalties on vacant property.