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Spring 2019 Quarterly Insight Newsletter

It’s September, and spring is in the air. It’s time to shake off the winter blues, head to the stadium to cheer the footy finals, or dress to the nines for the spring racing carnival.

It’s also a good time of the year to think about an annual tune up, to check in to see how you are tracking in terms of your goals, finances and general well-being.

We also look at the options available for assisted living, given that our aging population makes it inevitable that more people will need some sort of living assistance, either at home or in a residential facility.

Low interest rates seem to be here to stay, and we outline the best ways to manage your finances in a sustained, low interest rate environment. We then look at how much is enough super to fund the retirement you envision for yourself.

For those of you who are wondering what to do when that tax refund lands in your account, we outline some options to get the most benefit from it. And finally, we look at the most common scams running at the moment, and the best ways to stay safe and protect your financial future.

Time for your annual tune-up? Checking in on your goals, finances & health – We don’t think twice about taking our car in for a regular tune up. Why? Because we know it’s going to mean our car runs at its best and saves unexpected problems down the track. (See more…)

Home care versus residential – Options for assisted living – If there is ever a time when stress levels and emotions can run high, it is facing the myriad decisions around caring for an elderly family member or loved one. (See more…)

Making the most of low interest rates – The current low interest rate environment is good news for anyone with a mortgage or hoping to buy their first home, but a challenge for savers. Whatever your personal situation, the question now is how to make the most of low rates. (See more…)

How much Super is enough? – Most of us dream of the day we can stop working and start ticking off our bucket list. Whether you dream of cruising Alaska, watching the sun rise over Uluru, improving your golf handicap or spending time with the grandkids, Superannuation is likely to be a major source of your retirement income. (See more…)

Smart ways to invest your tax return – Tax time can often feel like a hassle, but it’s all worth it when that tax refund lands in your account. So, what’s the best way to spend it? (See more…)

How to avoid a scam – Con artists make entertaining subjects for Hollywood scriptwriters (think The Wolf of Wall Street, Ocean’s Eleven and Catch Me If You Can), but there’s nothing enjoyable about being conned and fleeced in real life. (See more…)

We hope you enjoy the read. As always, if you have any questions, or need any additional information, make a time to have a chat. We are here to help.