Welcome to 2025: A Year of New Beginnings!
January 2025 | Newsletter 21 A brand-new year is here, and with it comes the perfect chance to take stock of your finances. Whether 2024 was filled with financial wins or a few bumps in the road, 2025 offers a fresh start to reset, refresh, and refocus. Before diving into new goals, take a moment […]
Making Christmas a Time of Joy for You
December 2024 | Newsletter 20 It seems to arrive earlier and earlier every year. Just when you thought Christmas was only weeks ago, suddenly it’s only weeks away! While children count down the days, Christmas for many adults can be a difficult time. The stress involved in organizing and preparing meals, buying gifts or arranging […]
Financial Success: More Than Just Money
November 2024 | Newsletter 19 When discussing financial success, many people tend to use the terms “rich” and “wealthy” interchangeably. While being rich is often associated with having a lot of money or material possessions, being wealthy is about having financial abundance that is sustainable over the long term. Being rich is often associated with […]
9 Tried and True Money Tips
October 2024 | Newsletter 18 Life gets so busy and the months soon roll into years when suddenly you find that your finances are off track and you’re nowhere near achieving your goals. Instead of thinking it’s all too hard take a few moments to review the following tips. Set your goals using the S.M.A.R.T. […]
Are you investing or gambling?
September 2024 | Newsletter 17 The potential financial results of investing can feel limitless, and it can be tempting to think that just one stock pick could make you an overnight millionaire. Yes, stock-picking can have a place in your investment strategy, but if you’re focused on the allure of a “get rich quick” mentality, […]
Super Jargon Explained
August 2024 | Newsletter 16 Although it’s constantly reported on in the media, many Australians do not fully understand superannuation jargon. We’ve identified some of the most common terms and explain them in language everyone can understand. Apart from the family home, superannuation is probably the largest asset many people will own. In reality, it […]
Do you need to make a contribution to Super before 30 June 2024?
June 2024 | Newsletter 15 It’s important to note contributions must be received and cleared within your Superannuation Fund by 30 June 2024 (not just left your account). BT Cut off is 5.00 pm 28 June; HUB Cut off is EFT 5.00 pm 26 June, Bpay 5.00 pm 21 June). Want to help boost your […]
Federal Budget 2024 Highlights
May 2024 | Newsletter 14 The 2024 Federal Budget provides cost of living relief through 1 July tax cuts, lower power bills, higher welfare payments and support for small businesses. Energy bill relief. All Australian households will receive an energy rebate of $300 and eligible small businesses will receive $325 from 1 July. It’s not yet […]
Financial advice is not the same for everyone
April 2024 | Newsletter 13 Sure, investment planning is an important part of financial planning, but underpinning the whole process of creating wealth in the first place is having a good financial strategy. For many people that strategy is taking each day as it comes and letting the future look after itself; but in a complex and ever-changing world, isn’t […]
Quarterly economic and market update
February 2024 | Newsletter 12 Markets rallied to close out the year as hopes of a soft landing once more came to the fore. Bond yields fell as central banks signalled a pause and markets began to price in a potential path for rate cuts. This spurred a rally in bonds and propelled developed markets equities back towards all-time highs. Developed […]