Ausbiz | New Era of Wealth Transition
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.
Q3 2025 Investment Market Update
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.
Understanding Transition to Retirement Pensions
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 | 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.
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.
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.
Protecting What Matters Most: The Case for Personal Insurance
Protect your family and wealth with personal insurance. Learn about life, income, trauma, and TPD cover in Australia.
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.
Q2 2025 Investment Market Update
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.
Understanding the Vacant Residential Land Tax (VRLT) in Victoria
Learn how Victoria’s Vacant Residential Land Tax (VRLT) works, who it applies to, key exemptions, and how to avoid penalties on vacant property.
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.
Aligning Your Business & Family Goals | Arrow Insights | Ep 16
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.
Downsizer Contributions: Unlocking Superannuation Opportunities for Over 55s
Understand downsizer contributions in 2025: eligibility, benefits, key rules, and strategy tips for boosting your super after selling your home.
What happens when I'm no longer here? | Arrow Insights | Ep 15
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.
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.
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.
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.
Protecting Older Australians from Financial Abuse
Learn how to identify, prevent and respond to financial elder abuse. Practical tips for families and insights from experienced wealth advisers.