Discover how investment bonds work, why they might suit your financial goals, and how they differ from traditional bonds. Learn about tax planning, compounding benefits, and whether this insurable investment vehicle is right for your portfolio.

Discover how to align your business strategy with your personal and family financial goals. In this Arrow Insights episode, Simon Lewis and Mark O’Leary share expert tips on integrating business planning, risk management and legacy strategies.

Understand downsizer contributions in 2025: eligibility, benefits, key rules, and strategy tips for boosting your super after selling your home.

Explore how wills, trusts, powers of attorney, and family conversations can help protect your legacy. In this Arrow Insights episode, Peter Leggett joins Ryan Synnot to discuss estate planning essentials—what to consider, how to prepare, and why it matters.

As families think more seriously about the long-term future — whether it’s helping adult children, supporting grandchildren, or planning for retirement — the idea of setting up a family trust often comes up.

Family trusts can be a useful structure in the right circumstances, but they’re not a one-size-fits-all solution. In this article, we’ll explore what a family trust is, why some people choose to use one, and what to consider before taking the next step.

Employee share schemes, like equity compensation, options or performance rights can be an incredibly rewarding part of your compensation. For employees working at high-quality companies, they offer the opportunity to participate in the business’s success and create long-term wealth. But if not carefully managed, they can also become a source of financial risk and emotional stress.

In this episode of Arrow Insights, Rod Runco is joined by Seton Leggett to unpack the growing threat of scams facing everyday Australians. With phishing attempts, AI-generated phone calls, and highly convincing frauds becoming more common, Seton shares insights from the frontlines—including a powerful real-life story where Arrow Private Wealth helped recover $200,000 for a scammed client. Their discussion highlights just how sophisticated modern scams have become, and how even cautious investors can fall victim.

Learn how to identify, prevent and respond to financial elder abuse. Practical tips for families and insights from experienced wealth advisers.

In this episode of Arrow Insights, Kreston Leggett sits down with Mathew Ashton to unpack the complexities of self-managed super funds (SMSFs). With over $1 trillion invested across more than 600,000 SMSFs in Australia, these structures are increasingly popular—but are they right for everyone? Kreston and Mathew delve into who SMSFs are most suited for, the typical entry requirements, and how control, flexibility, and direct investment options can be both empowering and demanding for trustees.

The start of April has seen heightened market volatility with the S&P500 declining more than 10% over two sessions in response to “Liberation Day”. The implications and outlook surrounding the US’s tariff policy and strategy remain highly uncertain and nearly impossible to forecast. This uncertainty, is likely to impact business conditions and consumer sentiment, which will increase the likelihood of a recessionary scenario unfolding in the US.

When people think about investment risk, it’s usually the immediate and dramatic kind — red numbers flashing across screens, alarming headlines, and sudden drops in portfolio value. It’s understandable. These moments feel urgent and emotional.

But not all risks are created equal. In fact, the greatest risk to long-term investors often isn’t the one grabbing the headlines. To invest with confidence, it’s important to understand the difference between volatility, permanent capital loss, and sequencing risk.

For many affluent and high-net-worth individuals, particularly those approaching or enjoying retirement, the idea of creating a 'living legacy'—sharing wealth and making a difference while you're here to see it—is increasingly appealing. Unlike traditional estate planning, a living legacy empowers you to witness the impact of your generosity firsthand, bringing significant emotional and financial benefits.

At Arrow Private Wealth, we often assist clients in exploring and implementing living legacy strategies tailored to their unique goals and circumstances.

In this episode of Arrow Insights, Ryan Synnot and Peter Leggett explore the growing role of the Bank of Mum and Dad—a phenomenon where parents assist their children in buying property. With housing affordability becoming an increasing challenge, more families are asking: Should we help our children get into the market earlier? What are the financial and legal risks? And how can we ensure fairness among siblings?

Equity market drawdowns are an inherent part of investing in shares. These temporary declines in the value of shares indices can be disconcerting, but they are a natural and common occurrence in finance. Understanding what drawdowns are, their causes, and how to navigate them is essential for any investor looking to succeed in the equity market.

In this episode of Arrow Insights, Mark O’Leary and Kreston Leggett explore the growing importance of intergenerational wealth transfer and the strategies families can use to invest for their children and grandchildren. With rising education costs, an increasingly challenging property market, and shifting financial landscapes, more affluent families are looking for structured ways to provide long-term financial support.

Self-Managed Superannuation Funds (SMSFs) are often positioned as the ultimate vehicle for retirement savings, offering control, flexibility, and tax advantages. However, they are not a one-size-fits-all solution. While an SMSF can be a powerful tool for the right investor, it can also be a costly and complex burden for others.

From a wealth planning perspective, the question isn’t just “Can I have an SMSF?” but “Should I have an SMSF?”

The Rule of 72 is a simple and powerful tool that helps investors understand how long it takes for an investment to double. To estimate this, simply divide 72 by the annual return. For example, if an investment earns a 10% annual return, it will double in 7.2 years. While this is a useful rule of thumb, there are important nuances to consider when applying it to real-world investing.

Investing is often seen as a rational, numbers-driven exercise, but in reality, emotions play a significant role in decision-making. Fear, greed, overconfidence, and herd mentality can all lead to choices that undermine long-term returns. As advisers, we see firsthand how psychological biases can cause investors to deviate from their strategy—especially during periods of political or economic uncertainty.