IN THIS ISSUE

Prepare for Life

Setting yourself up for success in the new financial year

The start of a new financial year is the perfect time to get your financial affairs in order. Whether it’s tidying up your paperwork, assessing your portfolio or dealing with outstanding issues, there are plenty of practical actions you can take.

In newsletter link below are some strategies for starting the new financial year on the right foot including:
Managing paperwork, budget, your portfolio, insurance, Federal budget and superannuation.

How do interest rates affect your investments?

Interest rates are an important financial lever for world economies. They affect the cost of borrowing and the return on savings, and it makes them an integral part of the return on many investments.

It can also affect the value of the currency, which has a further trickle-down effect on other investments.

Think you’ll never fall for a scam? – Think again!

It’s no secret that scammers are getting more sophisticated. As this is an ever-evolving space, scammers are constantly developing new ways to part you with your hard-earned cash – and they cast their net wide.
While it’s easy to think “it will never happen to me”, people who never expected to be victims of scams are actually among the most vulnerable to being taken advantage of.

The reality is scammers don’t discriminate and people of any age or demographic who believe they are too smart to be tricked may be less careful and more likely to suffer a loss. And the losses are considerable. Australians were expected to lose around $4 billion to scams in 2022.

CONTACT US for further information or an appointment.