Achieving Financial Freedom!

Winter 2019 Quarterly Insight Newsletter

Mid-year update

As the cooler weather starts to set in, many of you will be feeling more relaxed, with uncertainty around the Federal Election now resolved.

Thoughts now turn to tax. With that in mind, we’re starting off this month with a list of tips to make the end of financial year as easy as possible. Now is also a great time to review your professional goals. To help you out here, we’ve included a piece on the traits of successful people. Have you got the right habits to reach the top?

We then look at what it means to have a long and happy relationship with your super, before putting a spotlight on life insurance. There are many variables involved in choosing the cover that’s right for you, and we help you make sense of them.

To wrap things up, we analyse the growing trend of financial stress amongst Australians, before finishing with some tips on how to avoid information overload.

Making the most of the end of the financial year – As the end of the financial year draws closer, thoughts turn to tax. So how can you streamline your tax return while ensuring you take advantage of all the claims that are possible? (See more…)

Traits of successful people – Richard Branson, of Virgin fame. Red Balloon founder Naomi Simpson. Bill Gates of Microsoft. Oprah Winfrey of… well, you get the theme. (See more…)

The benefits of a long, happy relationship with your Super – Superannuation is a long-term financial relationship. It begins with our first job, grows during our working life and hopefully supports us through our old age. (See more…)

How much life insurance is enough? – Australians enjoy access to a strong safety net, with universal healthcare and the new Disability Support Scheme. But will this be enough to protect your family’s standard of living if you or your partner die or become too ill to work? (See more…)

Tackling financial stress – You’ve probably heard of social stress – fear of fitting in, feeling anxious about meeting new people. But there’s another form of stress on the rise that’s potentially affecting Australians much more regularly and seriously than getting butterflies before giving a speech. (See more…)

Managing the information overload – It’s 2019. We’re well and truly in the digital era. Statistically speaking, you probably not only have a desktop computer, but a laptop and a smart phone too. (See more…)

With that in mind, if you can’t make sense of the media noise, perhaps it’s time for a review. We’re always here to help you make sense of changes as they apply to your financial situation, while keeping your goals and circumstances front of mind.

We hope you have a wonderful winter.