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Financial Newsletters

In this edition:

How to plan and save for the dream family holiday
Secure your future with a financial plan
How to survive a downswing
Navigating uncertain times in financial markets

Latest News

Transition to Retirement

A must-read for those approaching retirement or if you’re looking to grow your nest egg while you are still working.

Economic Commentary November 2021

Our latest monthly Economic Commentary by Conrad Burge, Executive Chairman of Fiducian Investment Management Services is now available. The global economy is continuing a slow recovery from last year’s recession, which saw the biggest downturn since the Second World War. The global economy is forecast to grow by around 6% this year and 5% next year (IMF estimates), with the US forecast to expand more rapidly than most other advanced economies. 

8 Ways to Boost Your Super

Don't leave your Christmas planning till last minute

Christmas is a time to be spent with your friends, your family and to celebrate. With Australian’s planning to spend $726 on average each this Christmas, it is important to ensure you have a plan in place to save you from any post-Christmas financial worry. We have put together five Christmas financial planning tips that could help you come January.

Economic Commentary November 2021

Our latest monthly Economic Commentary by Conrad Burge, Executive Chairman of Fiducian Investment Management Services is now available. The global economy is continuing a slow recovery from last year’s recession, which saw the biggest downturn since the Second World War. The global economy is forecast to grow by around 6% this year and 5% next year (IMF estimates), with the US forecast to expand more rapidly than most other advanced economies. 

8 Ways to Boost Your Super

The best way to ensure you will have a financially comfortable retirement is to boost your super with regular contributions which includes your employer contributions and any additional contributions, if you can afford them, as well as reviewing your super funds on a regular basis. By starting now and making small changes to how you approach your super savings, you can get closer to the retirement you’d like – and hopefully make your savings last longer.
The ‘super booster’ strategies all have different eligibility criteria and so if you are unsure you should seek advice from a financial planner to help you find the best strategy to meet your super and retirement goals.

Financial Advice for Women

Women don’t share the same kind of financial experience that men do. So why should they receive the same financial advice? Read our tailored financial guide.

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