Welcome to the Spring edition of the Grow. Protect. Enjoy. newsletter.
Spring, what a wonderful time of the year when we get to thaw out from the chilly Winter months and to welcome in the new season. Here is your next edition of the Grow. Protect. Enjoy. newsletter to keep you updated.
In this edition, we’ve started with the important subject of making sure you have collated all of the important life records and documentation for when they might be needed; then we explain the concept of “sequencing risk” when it comes to investing, in particular close to retirement.
On an entirely different subject but one that can affect your savings and investments – what should you do if a friend or family member asks you for a loan? The article provides some guidance on how you might respond and arrangements to put in place if you agree.
There are details on where to find the Federal Government’s aged care fee estimator; and we end on a much lighter note – the joys (and health benefits) of volunteering.
We hope you enjoy reading this edition and don’t forget to share it with family and friends.
Imagine you were no longer able to look after your financial affairs, or, less dramatically, simply found it an increasing burden to manage your money. How easy would it be for a trusted family member to step in and help you?
The information contained here is of a general nature only. It does not take into consideration your specific needs or individual circumstances. You should consult a licensed financial planner to review your own personal situation and requirements before making any financial decisions.
P O Box 6043
North Ryde NSW 2113
Frances Hesse T/A Lifetime Advisers Pty Ltd is an Authorised Representative 231502 of Solar Financial Advisory ABN 89 161 427 916 AFSL 431915
1300 135 573