In this episode of Arrow Insights, Mark O'Leary and Mathew Ashton discuss the crucial role insurance plays in safeguarding the wealth of business owners and affluent families. Despite the common assumption that wealth eliminates the need for insurance, they explain why continuity strategies remain vital. From securing business assets to protecting family wealth, insurance can ensure that assets aren't liquidated prematurely due to unforeseen circumstances like death or disability.
The conversation also highlights how insurance can help with estate equalization and managing intergenerational wealth transfers. Mark and Matt explore different insurance types, including income protection, life insurance, and disability cover, and emphasize the importance of tailored strategies that align with a family's unique financial situation. This insightful discussion underscores the importance of planning and the value insurance can bring to both businesses and families.
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In the latest episode of Generations, Splashdown founder Glenn Preusker reflects on business success, family sacrifices, succession planning and building a lasting legacy.
As incomes grow, spending often grows with them. This discussion explores lifestyle creep, why gradual spending increases can be difficult to recognise, and how more intentional decisions can help balance enjoying life today with maintaining financial flexibility for the future.
Seton Leggett and Ryan Synnot explore how concentration risk can develop across shares, employee equity and property, and what investors can do to manage these exposures over time.
In this episode of Generations, Peter Leggett and Andrew Horsfield explore the often-overlooked connection between business, family and personal wealth planning. From separating business and personal wealth to having honest conversations with children, siblings and ageing parents, this discussion offers practical insight into how families can plan with greater clarity, intention and confidence.
Should you save first, invest first, or try to do both? In this episode of Arrow Insights, Tiffany Duncan and Kreston Leggett discuss how to balance short-term security with long-term wealth building, including the role of emergency savings, investing, inflation, and financial decision-making.
How much money do you really need to retire comfortably?
In this video, Judy Schmidt and Simon Lewis discuss the key elements of a strong retirement income plan, including how to estimate your income needs, structure your investments, use superannuation effectively, and balance today’s lifestyle with future security. It is an insightful discussion for anyone approaching retirement or wanting greater confidence around their long-term financial plan.
Latest Insights
Understand the superannuation contribution caps for 2026–27, including opportunities to boost your retirement savings through carry-forward and bring-forward rules, while avoiding costly contribution mistakes.
In the latest episode of Generations, Splashdown founder Glenn Preusker reflects on business success, family sacrifices, succession planning and building a lasting legacy.
Investment portfolios recorded modest declines in the third quarter of 2026 amid mixed market conditions and ongoing geopolitical uncertainty. We review quarterly performance, key portfolio adjustments and the launch of our new Arrow Accelerated Growth allocation, designed for investors seeking greater long-term wealth accumulation.
As incomes grow, spending often grows with them. This discussion explores lifestyle creep, why gradual spending increases can be difficult to recognise, and how more intentional decisions can help balance enjoying life today with maintaining financial flexibility for the future.
A successful business can create significant wealth, but relying too heavily on one asset can leave your financial future exposed. This article explores why building personal wealth beyond the business is essential for long-term security and freedom.
Arrow Private Wealth reflects on an inspiring evening with the Royal Flying Doctor Service, celebrating its vital work across remote Australia.
General Advice Warning:
Any general advice on this page does not take account of your personal objectives, financial situation and needs, and because of that, you should, before acting on the advice, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs. Information contained on this page was correct at the time of posting.