Newsletter

May 2018

As the months get cooler and the days are shorter, many of us find it hard to get motivated. We may also delay those activities that require some extra effort – like preparing a tax return. So with 30 June approaching, May is crunch time for those important end-of-financial-year preparations. For instance, now may be the perfect time to put a bit extra into your super before 1 July to make the most of the annual contribution caps. If you need help getting your finances in shape, please give us a call.

This month also sees the Government hand down its Federal Budget on Tuesday 8 May. Depending on your circumstances and financial objectives, these proposals could have an impact on your financial situation. As always, we will be on hand to explain how the Federal Budget announcements may impact your personal situation and your long term financial plan. We can discuss these during your next review, but if you have any questions or concerns, please contact us.

In this edition to keep you informed and inspired we discuss about Fitness for Life, How much Super is enough and Making the aged care journey smoother.

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March 2018

March is a special time for women, with International Women’s Day being celebrated around the world earlier this month. And because many women face unique financial challenges throughout their lives – from wage inequality to the super gap – we’re committed to helping our female clients enjoy the same level of financial security as men.

March also tends to be when the property market starts to pick up again after the summer lull. And with the new downsizer super contributions for seniors coming into effect on 1 July this year, some of you may be already considering your housing options.

To keep you informed and inspired, in this edition we discuss about 5 economic trends shaping 2018, 5 things to consider before a sea or tree change and life stage financial planning for women.

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We look forward to hearing from you if you have any questions.

February 2018

Happy New Year! We hope you celebrated the start of 2018 in good spirits with family and friends. Now that we are a few weeks into the New Year, it’s good to look ahead and think about what this year may bring us.

Perhaps you want to travel around Europe or buy a new car? Secure that promotion or make 2018 the year you finally stop working? There is no greater feeling in life than accomplishing something you’ve set out to do. The first step is to know what you are planning for. If you would like to talk about your priorities for the year ahead (and beyond), and what you might need to do to keep on track, give us a call. As always, we can help you with a clear and realistic plan to make 2018 your year.

To keep you informed and inspired, in this edition we discuss about teaching kids the secrets of financial success, wedding thrills minus the endless bills and pensioner Concession Card reinstated.

We look forward to hearing from you if you have any questions.

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November 2017

The sun is shining and there is a buzz in the air with Christmas just around the corner. It’s often hard to focus on your financial goals with so many festivities going on – but November can herald the start of a pricey time of year. It could be a good opportunity to set a budget for yourself now for the holiday season, so you avoid a nasty surprise in the New Year.

You might also be thinking about that well-deserved break that is coming up, and even reflecting on the year that was. If you would like to talk about your priorities for next year and what you might need to do to keep on track, give us a call. As always, we can help you with a clear and realistic plan to help achieve your goals and dreams. To keep you informed and inspired, in this newsletter we take a look at how to be financially prepared this Christmas?, how would your life be affected if you had no income? and insuring inside or outside super.

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We look forward to hearing from you if you have any questions.

September 2017

As we wave goodbye to Winter and flowers are beginning to bloom, it’s a sure sign that spring is just around the corner.

The Australian economy has been a bit slower to spring to life, but there are some green shoots. Australian consumers had a new spring in their step as July progressed, thanks to a rising Aussie dollar, lower petrol prices and a jump in full-time employment. Inflation is also under control, with the June quarter CPI easing from 2.1 per cent to 1.9 per cent. This is below the Reserve Bank’s target band of 2-3 per cent, reducing the chance of a rise in official interest rates in the short-term.

To keep you informed, in this newsletter we take a look at 7 strategies for balancing a successful career and parenthood, managing the costs of child care, and how much will your child’s education cost?

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We look forward to hearing from you if you have any questions.