• English
    • 繁體中文
World-map
SWU Financial Planning SWU Financial Planning
  • About
  • Team
    • Simon Wu
    • Jonathan Wu
    • Benny Huang
  • Services
    • Financial Advisory
      • Our Investment Philosophy
      • Strategies For Building Wealth
      • Personal Risk Management
    • Accounting
      • Accounting And Tax Returns
      • Company And Trust Formation
      • Self-managed Super Fund (SMSF)
      • Tax Advice
    • Credit Advisory
      • Home Loans
      • Investment Property Loans
      • Commercial Loans
      • Equipment and Motor Vehicle Finance Loans
    • Estate Planning
      • Wills
      • POAs, Enduring Guardianship and AHDS
      • Testamentary Trusts
  • Insights
  • SWU Online Invest
  • Contact

Insights

Down-arrow
Blog
May 29,2025

Beyond the Big Four: Smarter Ways to Borrow for Your Next Home

View Insight
Blog
May 29,2025

Are You in the Retirement Risk Zone?

View Insight
Blog
May 29,2025

Not All That Glitters: The Hidden Risks in Chasing High-Yield Private Credit

View Insight
Blog
May 29,2025

Transfer Balance Cap Increase to $2M from 1 July 2025

View Insight
Blog
May 02,2025

Mirror Wills: When Good Intentions Lead to Unintended Consequences

View Insight
Blog
May 02,2025

Retirees Beware: The Biggest Risk to Your Nest Egg Might Be Your Adult Children

View Insight
Blog
May 02,2025

Your Spending Habits Could Be the Difference Between Loan Approval and Rejection

View Insight
Blog
May 02,2025

Division 293: The Hidden Tax Every High-Income Earner Should Understand

View Insight
1 2 3 4 5 … 25
SWU Financial Planning
Address
  • Suite 38-39, Level 2
    330 Wattle St,
    Ultimo NSW 2007
    Australia

Contact
  • financialsuccess@simonwu.com.au
  • +61 (02) 9211 0228

Subscribe to our Newsletters

    If you wish to receive our investment updates article each week, please enter your email below.

    • Privacy
    • Contact

    © 2025 SWU Financial Planning Pty Ltd | A Corporate Representative of Personal Financial Services Limited (PFS) No. 234459

    Website Design by Jala Design
    • About
    • Team
      • Simon Wu
      • Jonathan Wu
      • Benny Huang
    • Services
      • Financial Advisory
        • Our Investment Philosophy
        • Strategies For Building Wealth
        • Personal Risk Management
      • Accounting
        • Accounting And Tax Returns
        • Company And Trust Formation
        • Self-managed Super Fund (SMSF)
        • Tax Advice
      • Credit Advisory
        • Home Loans
        • Investment Property Loans
        • Commercial Loans
        • Equipment and Motor Vehicle Finance Loans
      • Estate Planning
        • Wills
        • POAs, Enduring Guardianship and AHDS
        • Testamentary Trusts
    • Insights
    • SWU Online Invest
    • Contact
    • English
      • 繁體中文
    World-map

    Search on SWU Financial Planning