Welcome to the November issue of Financial Insights and Updates.
This month our video ‘What is a power of attorney’ provides you information about what a power of attorney does, why you might need one and whom you can nominate to be your power of attorney. Our feature article ‘5 tips for a stress-free conversation about your Will’ will give you some ideas on how to approach what can be an uncomfortable conversation you should have with your family.
Other interesting articles include ‘Discovering Your Financial Mindset – The Key to Unlocking Financial Success’, which seeks to help you understand if you are a Spender, Saver, Avoider or Investor, and ‘Stepping back into the workforce’ which looks at retirees who re-enter the workforce for various reasons and the financial implications to consider. As always, feel free to forward any articles to friends and/or family that you feel may benefit from the information.
In signing off, please remember that we are always available to answer any questions or queries you may have and to come speak with us before making any major investment decisions.
Warm regards,
Feature Video:
What is a Power of Attorney?
5 Tips for a Stress-Free Conversation about your Will
No one likes unpleasant surprises. Talking about your Will with your family can be stressful, but it can also help to avoid a worse situation when you are gone.
Fortify your Finances - A Recession Survival Guide
In the ever-fluctuating world of economics, recessions are an inevitable part of the financial cycle.
While they can be daunting, understanding their nature and preparing for their impact can make a significant difference in weathering the storm.
Discovering Your Financial Mindset - The Key to Unlocking Financial Success
In the quest for financial stability and success, we often focus on tangible elements like earning more money, saving diligently, or investing wisely.
But have you ever stopped to consider the role your financial mindset plays in achieving your financial goals?
One in Four Aussies won't have Enough Super to Retire
More than 4.5 million Australians could be forced to keep working beyond retirement age because they won’t have enough money to draw upon in order to get by, new research conducted by comparison website Finder has revealed.
Stepping Back Into the Workforce
The life cycle of work has traditionally ended with retirement. Yet news of an emerging phenomenon suggests a growing trend towards ‘unretirement’ is turning the idea of retirement on its head. Making the decision to return to work is a significant one and, just like retiring, requires some consideration and planning.
Generational Risk Management
Personal risk management is a critical foundation stone of any financial plan. The key personal insurances are Life insurance, Total and permanent disability insurance, Income Protection insurance, and Trauma insurance.