Welcome to the December 2024 edition of the Advice Evolution and Fintegrity Newsletter. This month, we explore key insights on managing rising business insurance costs, potential tax changes for large superannuation withdrawals, and strategies for effective retirement planning. Stay informed on the latest trends and developments to help secure your financial future.
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Advice Evolution & Fintegrity Monthly News Update
Welcome to this month’s insights. In these articles, we explore tips and advice to help you tackle these important life stages with confidence and clarity. Read on to unlock valuable guidance that can help you move forward.
Navigating small business success: top questions answered with tips
Running a small business requires dedication, resilience, and adaptability. Along the journey, you'll encounter many questions and challenges. To assist, we've addressed five common questions from small business owners and provided actionable tips to help guide you.
Taking a break during the festive season
Numerous countdowns for Christmas and the New Year are everywhere, yet the festive season often arrives unexpectedly. This can lead to feelings of panic and being overwhelmed by the holiday rush. Such emotions can hinder what should be a time for introspection and rest before the new year begins.
Some helpful tips to save money this Christmas
Christmas brings warmth and cheer, but many people are feeling financially strained this year. As the holiday approaches, the need to buy gifts for friends and family is weighed against the current economic climate, leaving many with less money to spend on the gifts they usually give.
Mandatory cybersecurity standards under new laws
New laws in Australia, passed by the Albanese government, will enforce cybersecurity standards for smart devices and require some businesses to report ransom payments. This legislation establishes Australia's first standalone Cyber Security Act.
Investment markets and key developments – Weekly market update 22-11-2024
Despite geopolitical risks, high share valuations, and a declining equity risk premium, positive factors are supporting share markets. These include a "Goldilocks" economic environment, central bank rate cuts, strong earnings growth, and expectations of increased US fiscal spending. US stocks rose 1.7% last week, bringing their year-to-date gain to 25%. Australia's market increased 1.3%, reaching a record high but underperforming the US, with a 10% gain year-to-date. Eurozone and Japanese stocks fell. US 10-year bond yields held steady at 4.4%, while the US dollar rose nearly 7% since the election, pressuring the Australian dollar. Bitcoin is nearing $100K, fueled by expectations of a crypto-friendly US administration.
Advice Evolution and Fintegrity - November 2024 Newsletter
Stay up-to-date with the tips, news and updates from Advice Evolution and Fintegrity’s latest newsletter.
The benefits of financial planning and personalised strategies
Protect your small business: recognise and prevent common scams
How insurance can help you
Read the latest newsletter here
Advice Evolution Monthly News Update
Welcome to this month’s insights. In these articles, we explore tips and advice to help you tackle these important life stages with confidence and clarity. Read on to unlock valuable guidance that can help you move forward.
A path to independence: guiding adult children to contribute at home
Many parents face the question of when their adult children living at home should start paying board and contributing to household expenses and chores as they transition into adulthood.
The question of when and how much to charge, as well as the balance of responsibilities, is influenced by various factors, including family values, financial stability, and the unique dynamics of each household.
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Unlocking your future: the power of choosing the right subjects for career success
Choosing the right subjects in school or university can significantly shape your future career pathways.
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Navigating the law when dealing with custody dispute
The longstanding myth that fathers have slim chances of securing primary custody is being progressively dismantled.
Read more
Advice Evolution and Fintegrity Newsletter - October 2024
Stay up-to-date with the tips, news and updates from Advice Evolution and Fintegrity’s latest newsletter.
Understanding why we need income protection insurance
Super and planning for retirement
Urgent need: aged care providers’ reality
Read newsletter here.
Top 10 legal concerns: why seeking professional legal advice is essential
When navigating personal or business matters, legal questions often arise with significant implications.
Seeking proper legal advice ensures that you avoid costly mistakes and operate within the confines of the law.
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Advice Evolution Newsletter - August 2024
Stay up-to-date with the tips, news and updates from Advice Evolution’s latest newsletter.
Claiming business expenses - Your guide to claiming business expenses correctly.
Crafting a Happy Retirement: Personalised Planning and Essential Tips for a Fulfilling Future.
Why Time Is Wealth.
The problem with chasing money.
Smartly spend your time wealth.
Shifting the attention from material wealth to time wealth.
Read full newsletter here.
Advice Evolution Newsletter - July 2024
Stay up-to-date with the tips, news and updates from Advice Evolution’s latest newsletter.
Five common life insurance questions to ask
A comprehensive guide to managing personal finances
Controversial ‘travel tax’ behind border security boost
Advice Evolution Newsletter - June 2024 - Investing, Insurance & Superannuation
Optimise your investments and ensure a secure financial future with your Financial Adviser.
Here’s how:
Prioritise Personal Connection
Value Open Communication
Set Clear Expectations
Understand the Value Proposition
Schedule Regular Reviews
Stay Informed and Open-minded
Read full newsletter here.
Advice Evolution Newsletter - May 2024
Stay up-to-date with the tips, news and updates from Advice Evolution’s latest newsletter.
Maximising tax savings: Top 10 End of Financial Year tips and the value of professional advice
Some ideas to future-proof your family finances
Use these 3 tips to maintain a good credit score
Read more here
Advice Evolution Newsletter - April 2024 - Life Insurance, Retirement and Finance
Key points:
Securing Peace of Mind
Planning Your Next Chapter
How to thrive despite higher inflation
Ride the high-inflation tide
Read full article here.
Advice Evolution March 2024 Newsletter - Ethical Investing, Finance, & Lifestyle
Key points:
What does ethical investing mean? How does it relate to ESG investing?
ESG vs Ethical Investing
Empowering Your Future: The Top 10 Reasons to Start Your Own Business
Read the newsletter here
A guide to managing personal finances
Key points:
Understanding Your Income
Creating a Budget
Building an Emergency Fund
Controlling Debt
Navigating Student Loans
Using Credit Wisely
Planning for the Long-term
Prioritising Insurance
Maximising Tax Benefits
Self-Care and Delegation
Read full article here.
Advice Evolution Newsletter - February 2024 - Finance, Property & Legal
Key points:
Where does all my money go?
How much should I be saving each week?
How do I make the most of my savings?
Where should I put my money while i’m saving?
What is the benefit of starting early?
Residential vs Commercial Real Estate
Read full article here.
What is your "big picture"?
Key points:
Wealth and happiness
How your finances impact your big picture
Make your big picture come true
Read full article here.
Advice Evolution Newsletter - January 2024 - Property, Investment & Life Insurance
Key points:
5 ways to increase your property value
Tips to grow your superannuation
5 important questions to ask yourself before buying life insurance
Read full article here.
The Types, Pros, and Cons of Ethical Investing
The investment technique known as ethical investing prioritises the investor’s moral, religious and social ideals over financial gain. The reason for this is that a growing number of investors have begun to demand social responsibility from the companies they invest in, primarily because of the rise in dubious and unlawful investment arrangements.
Ethical investing entails fair labour practices, the production of healthy and beneficial goods and services, and abstaining from unethical business activities.
Investors who want to utilise their money to support good causes should consider ethical investment. Those who are interested in this type of venture have several options to choose from.
Read full article
Achieving Your New Year Goals: A Realistic Approach
New Year’s resolutions are a time-honoured tradition where people aim to make positive changes in their lives as the calendar flips to January 1st. While setting goals is easy, the real challenge lies in sticking to them throughout the year. Here’s a guide to not only choosing your resolutions wisely but also ensuring that you stay committed to them.
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Advice Evolution Newsletter - December 2023
Key points:
Preparing for retirement in today’s world
Preparing for a longer life
Modern family setups
Options for retirement
Common investment pitfalls to avoid
Refinancing your mortgage, fixed or variable?
See full article here.
Why Financial Security is Paramount for a Satisfying Retirement
Retirement is often idealised as a carefree chapter in life, where one can indulge in long-postponed hobbies, travel, and quality time with loved ones. However, the idyllic vision of retirement is predicated on a foundation of financial stability. Without it, retirement can become a period of stress and uncertainty, rather than relaxation and enjoyment.
The Comprehensive Benefits of Financial Preparedness:
Peace of Mind
Upholding Lifestyle Standards
Healthcare Costs Management
Family Stress Reduction
Longevity and Inflation Preparedness
Read the full article here.