IN THIS ISSUE

Prepare for Life Summer 2024 – 2025

Financial wellbeing is a gift worth giving yourself

The festive season is a time of joy and celebration but, for some, it can also lead to a financial hangover in the New Year.
Overspending on gifts, parties, and decorations can quickly add-up, leaving us with unwanted debt in the New Year.
In 2022, Australians spent more than $66.7 billion during in the pre-Christmas sales in preparation for the festive season. The rising cost of goods and services mean that even though many are trying to curb their spending, it is expected that we will spend a little extra this year.

Helping the kids without derailing your retirement plans

As parents, the instinct to support our children never truly fades, even when they become adults but when you are looking at giving them a financial helping hand there is a bit to consider.
It’s important to ensure any support you provide is not at the expense of your financial future. It can also be tricky knowing what form your support should take, in order to maximise the benefits for your kids.

Unlocking success: Lessons from the world’s best investors

While effective investing is crucial for wealth creation, there is a lot to know and many pitfalls to avoid, as many of the world’s most successful investors have learned over their respective investment journeys.
Those who have achieved success have often spent a considerable amount of time developing the requisite knowledge and skills to achieve solid and reliable returns, learning from their failures as much as their triumphs.
There is a lot to be gained by looking at the methods and philosophies of those who have mastered the art of sustainable wealth creation, and their learnings can serve to inspire you on your own investing journey.

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