Insights

Categories
Arrow Insights Arrow Wealth Arrow Insights Arrow Wealth

Employee Share Schemes | Arrow Insights | Ep 19

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.

Read More
Strategy Talk Arrow Wealth Strategy Talk Arrow Wealth

Who Gets Your Super When You Die?

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.

Read More
Arrow Insights Arrow Wealth Arrow Insights Arrow Wealth

Accessing Emerging Thematics | Arrow Insights | Ep 18

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.

Read More
Arrow Insights Arrow Wealth Arrow Insights Arrow Wealth

Common Investment Mistakes | Arrow Insights | Ep 17

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.

Read More
Invest Smart Arrow Wealth Invest Smart Arrow Wealth

Understanding Investment Bonds

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.

Read More
Strategy Talk Arrow Wealth Strategy Talk Arrow Wealth

Family Trusts: What to Know Before Setting One Up

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.

Read More
Invest Smart Arrow Wealth Invest Smart Arrow Wealth

Navigating Employee Share Schemes

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.

Read More
Arrow Insights Arrow Wealth Arrow Insights Arrow Wealth

Client Scammed. How we recovered $200k | Arrow Insights | Ep 14

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.

Read More
Arrow Insights Arrow Wealth Arrow Insights Arrow Wealth

Suitability of SMSFs | Arrow Insights | Ep 13

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.

Read More
Arrow Wealth Arrow Wealth

Q1 2025 Investment Market Update

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.

Read More
Invest Smart Arrow Wealth Invest Smart Arrow Wealth

Defining Risk – Volatility vs Loss of Capital

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.

Read More