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September Newsletter

It’s September and spring is in the air. It’s time to shake off the winter blues, head to the stadium tocheer 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 what 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.
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.

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