Financial Insights & Updates
We have a feature booklet this month, 'Value of an Adviser', which looks at how financial advisers have added 5.7% in value over the past year to their clients by providing counsel to them on matters such as tax planning, social security and estate planning. This included avoiding them making kneejerk decisions, reweighting their portfolios and encouraging clients to remain disciplined.
Our video this month 'Cleaning up after Storms' provides tips on what to do in the aftermath of severe storms, covering 1. Your safety, 2. Contacting your insurer, 3. Cleaning up. Our header article 'The impact of natural disasters on property values and insurance' then looks at how natural disasters such as storms, cyclones, flooding and bushfires can have a number of flow-on effects for those not directly affected that are of particular importance to homeowners and first home buyers.
Our video this month 'How to Create a Zero-based Budget', along with our article 'Zero-based budgeting - Making every dollar count', provides you with information on a method of budgeting that is ideal for people who love details and want to know where every single cent goes.
If you have yet to spend some time assessing your financial situation and making plans for 2023, it is still not too late because January is Financial Wellness Month. Financial wellness is a state of being in which you can fully meet your current and future financial obligations while feeling secure in your financial future and making choices that allow you to enjoy life.
The year seems to have flown past and we are now in the second quarter of the year, with Easter over and ANZAC Day coming up. This month we have our first quarterly economic update for the year.
The year seems to have flown past and we are now in the second quarter of the year, with Easter over and ANZAC Day coming up. This month we have our first quarterly economic update for the year.
If you have yet to spend some time assessing your financial situation and making plans for 2023, it is still not too late because January is Financial Wellness Month. Financial wellness is a state of being in which you can fully meet your current and future financial obligations while feeling secure in your financial future and making choices that allow you to enjoy life.
For many Australians, the primary goal of investing is to accumulate sufficient assets to fund a comfortable retirement and if you are close to retiring, you need to beware of the little-known sequence of returns (sequencing) risk that could take a huge slice out of your retirement income.
A sharp increase in inflation caused by rising costs of fuel, food and transport has sparked talks of an economic phenomenon associated with the 1970s and early 1980s: stagflation.
As both inflation and interest rates continue to be tipped to rise, it is becoming increasingly important to limit spending and increase savings.