November 2024 Newsletter

Welcome to our November newsletter

In our first article, we will explore bonds. We explain what they are and how they could play a part in your investment portfolio.

If retirement is not too far in the distant future, you may be considering what your retirement income options are. Here, we weigh up different retirement income options with a list of pros and cons to find one that matches your financial goals, lifestyle and risk tolerance. 

Managing the paperwork for buying and selling shares can seem overwhelming, however, it is important to keep your records up to date when it comes to tax time to ensure you can show any capital gains or losses.

We all know superannuation is there to fund our retirement but having a good understanding about how much super your employer should be paying and ways to boost your super is equally important to ensure you make the most of the tax benefit opportunities over the course of your working life.

There are many different ways to describe how people manage their money. In our final article, we explore characteristics of an impulsive spender and how these types of spenders can set savings goals.