September 2024 Newsletter

September 2024 Newsletter

Welcome to our September newsletter In our first article, discover more about the often-dizzying performance of leading tech stocks and how this provides a real-time lesson in market dynamics and cycles. Investors need to focus on the long term when the share market is volatile. Moving a loved one into an aged care facility can … Read more

Mistakes to avoid when markets are turbulent

Mistakes to avoid when markets are turbulent

These three common mistakes are easy to avoid. Making them could be costly.  Sharp downturns on global financial markets are always unsettling. Recently and largely in response to growing fears that the United States is heading into a recession, share markets fell heavily before rebounding. Share markets may remain volatile over the short term. But … Read more

5 practical tips for getting your financial foundations right

5 practical tips for getting your financial foundations right

Think of your finances like your home: how its foundations are built and maintained determines its ability to stand strong for years to come. Money expert Helen Baker shares how you can get your finances in tip-top shape. Most of us are feeling the pinch from the cost of living crisis: essentials like housing, groceries, and energy … Read more

Transition to retirement: Access your super while you keep working

Transition to retirement: Access your super while you keep working

A ‘transition to retirement’ (TTR) strategy lets you access some of your super and keep working. Setting this up can be complicated, so contact your super fund or financial adviser for advice. How transition to retirement works If you’ve reached your preservation age (aged 60) and still working, you can use a TTR strategy to: supplement your … Read more