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Autumn 2019 Quarterly Insight Newsletter

New year, new start

Summer has come to an end and those days by the beach may be feeling like a distant memory as the year really kicks into gear.

Our first edition for the year has a range of articles to inform, inspire and set you up for a successful and prosperous 2019.

We’re covering everything from budgeting tips to deal with cost of living increases, to the need to consider your medium-term goals and even investment psychology – specifically how to avoid the pack mentality in your approach to investing. With Valentine’s day just behind us, we also take a look at love, money and the importance of communication, before finishing on an important lesson outlining how to teach your kids about finances.

Family finances – the tick of approval? – As the prices of petrol, groceries, school fees, electricity and water all creep upward, families are under increasing pressure just to make ends meet. (See more…)

Using technology to keep your finances in great shape – While online banking has given bank customers the ability to check their balance and monitor ingoings and outgoings easily, today’s finance apps go much further than this. (See more…)

Keep your eye on your medium term goals – When it comes to setting financial priorities, medium-term goals often suffer from middle child syndrome, not taken as seriously as the oldest or indulged as much as the youngest. (See more…)

Investing and avoiding the ‘pack mentality’ – Many of us yearn to have the cold, hard, robotic logic of the world’s most successful investors. Unfortunately, we ordinary folk are governed by something a bit more basic. Something that even those stock market legends had to struggle through at the very start. (See more…)

Love and money – maintaining financial harmony – As a wise man once said, “I don’t know what they want from me. It’s like the more money we come across, the more problems we see.” (See more…)

Money lessons for kids – While some wealthy parents may believe their progeny are not equipped to handle wealth wisely, others simply want their kids to learn how to strive to get ahead just as they did. (See more…)

2019 also promises to be a big year on the national and global stage, with concerns about property prices and the upcoming Federal Election cause for much conversation.

With all that said, now is the perfect time to book in for a review. We can help you put your goals in focus and create a financial strategy that takes into account both external factors and your personal situation.

We hope you’re enjoying the new year. Enjoy the read.