Alex’s Articles

Is Your Financial Strategy Still Working for You?

Why “Set and Forget” Doesn’t Work for Financial Planning A financial strategy isn’t something you create once and never revisit. Life changes, circumstances shift, economic conditions change, and what worked…

Quarterly Economic Update: April – June 2025

Navigating Market Turbulence: Your Q2 2025 Economic Update We’ve certainly had a wild ride here in our Newcastle office in the second quarter of 2025. As your financial advisors, we’ve…

Define and Accelerate Your Wealth

What Does Financial Success Mean to You? At Virtuous Wealth, we’ve found that wealth isn’t one size fits all. Your definition of financial success might be completely different to your…

Quarterly Economic Update: February-April 2025

Market Volatility and Political Shifts: What Newcastle Investors Need to Know These last few months have shown us just how fragile investment markets are to economic and political events. From…

Estate Planning: Preparing for the Inevitable

We don’t like to think about our own mortality, but planning for the inevitable can save your loved ones a lot of heartache and financial stress. At Virtuous Wealth, we…