Autumn Update 2023: Financial Planning Newsletter Ed 1
Goodbye Summer. Hello Autumn!
We hope you made the most of summer, but now it’s time for whistles and sirens as footy and netball are back. Good luck to your team(s) and your tipping!
On a more sombre note, as interest rates made their relentless upwards march over many months, the pressure on millions of Australians has increased. Concerningly, for many it’s not about which model of new car to buy next, but rather how to keep a roof over their families’ heads and put food on the table.
Please be aware and compassionate – this may be your neighbour, your mate, your colleague, your relative.
After a challenging year for markets globally, our first article, ‘Australia – the lucky country again?’, takes a look at the performance of Australian equity which was one of the best performing asset classes in 2022. We share our outlook for 2023.
Click here to download your Quarterly Insight.
Continuing the theme of financial awareness: as you look to the future with a rewarding and carefree retirement lifestyle in mind, ‘8 retirement mistakes and how to avoid them’ is a must-read piece.
Have you really considered all of these sufficiently?
One of the questions you may be asking yourself in the current economic climate is where to invest your savings: super or mortgage? See the insights and key factors to consider in the ‘Mortgage vs Super’ article (spoiler alert – it’s not a one-word answer).
While it is not always easy to accept the consequences of our decisions, our success is ultimately based on the decisions we make and the actions we take. In the article, ‘Holding yourself accountable to achieve success’ we look at ways to help develop your personal accountability.
Lastly, some food for thought as we go about our busy lives with our final article ‘The benefits of a digital detox’. When you take a look at your daily lifestyle you would probably be shocked at how long you spend on devices and in front of a screen.
Enjoy the upcoming Easter break and safe travels, especially if you are on the road. Keep active and stay healthy.
As always, we are here for you and your loved ones. Do not hesitate to contact us!
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About Lan Nguyen
Lan is the Founder and Chief Strategist at Success Accounting Group, Melbourne based CA firm. In a matter of short 8 years she has built up a reputable Chartered accounting firm with 3 offices and a team of 6 professional accountants and support team members. Her mission is to provide Innovative and Strategic Financial advice to help her customers make smarter financial decisions today for a brighter future.
Success Accounting Group is for established business owners who would like help to grow a sustained business. As a business owner you understand what drives your business success with our accounting team taking care of the rest.
Success and Wealth
Success Accounting Group Pty Ltd
Oakleigh, VIC, 3166
