Welcome to our first quarterly newsletter for 2023! We trust you had a restful break with family and friends.
We have a range of articles outlined below for your interest.
In our first article, we explain share market volatility - what causes it and how it could impact your investments.
Making sure your super is working hard for you early on in your career could help you achieve the retirement you want. Find out the different types of contributions you can make, along with many other benefits that may help boost your retirement nest egg.
Investing your hard-earned money shouldn’t be a ‘set and forget’ type of investment. As your circumstances change over time, so should your investment strategy. Discover more here.
Interest rates have been on the rise for the past 8 months, so now could be a good time for you to review your home loan – is it still the right one for you? Here, we outline the pros and cons of 3 different types of home loans. If you'd like to have a chat with the practice's Mortgage Broker Todd Davies you can make an appt using Todd's booking link.
As we tick over to a new year, most of us have probably made some sort of New Year’s resolution. Having smaller monthly goals might make it easier to keep those promises we make to ourselves and achieve our goals.
In our final article we outline our belief that our clients plan for the entire retirement experience including for some that may be the 'frailty' years. To assist clients understand the complexities and costs of aged care, we offer specialist advice in this important area.
As always, we love to hear from you, so please feel free to contact us with any questions about our articles in this newsletter on (08) 8357 3999 or by return email. If you'd prefer to arrange a review appointment directly simply choose a day and a time that best suits you using the practice's online booking link.
Volatility is an investment term that describes when a market or security experiences periods of unpredictable, and sometimes sharp, price movements. Read full article >>
Your style of investing needs to work for your unique goals and circumstances - so the ‘right’ investment strategy is the one that's right for you. Read full article >>
Should you fix your interest rate, opt for a variable one, or do both? We explain the benefits and considerations of all three options. Read full article >>
Replacing one big resolution with smaller monthly goals might be key to keeping those promises we make to ourselves and achieving our goals. Read full article >>
No-one likes to talk about getting old, but when you or a family member needs help, there’s no getting around it. Many of our clients want to know what choices they have in their older years – and before the crisis hits.
MBA Financial Strategists Pty Ltd ABN 13 008 285 756 and Mark Borg, Darren James, Raimon Lewandowski, Brian Lynch, Peter Berresford, Darren Holst, Nicholas Munro, Jayden Mitchell and Tim Haysman are Authorised Representatives and Credit Representatives of AMP Financial Planning Pty Limited, Australian Financial Services Licensee and Australian Credit Licensee. Todd Davies is a Credit Representatives of AMP Financial Planning Pty Limited, Australian Credit Licensee.
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