Quarterly Lifeplanner Newsletter - March 2016

It is hard to believe it is already Autumn. After a few hot weeks in Wagga it is good to have a few cooler days.

A review of some client feedback has identified provision of a newsletter on a monthly basis could be too often. As a result we are altering the frequency to be quarterly. This quarter I have selected a number of different articles providing a broad scope of information.

With International Women’s Day being held in March the article ‘Women and super – the facts’ is a timely reminder of the lower levels of super some women have and steps they can take to help boost their financial situation and security through increased retirement savings;
‘The new Australian dream is paying off the mortgage’ provides research about Australian’s attitudes to their mortgages and the impact this has on their standard of living;
‘There’s no one-size-fits-all retirement income’ details recent federal government thinking about appropriate levels of retirement incomes;
‘Expert financial advice imperative’ highlights the complexities surrounding the financial issues of aged care; and
’15 ways to pay attention to your finances’ – is a great article detailing ways we can all, no matter the stage of our life, pay closer attention to our finances.

I hope you enjoy the newsletter and, as always, I welcome your feedback and encourage you to share the information with friends and family

Please contact the Lifeplanner Financial Services office if you would like to update your personal information, review your situation or you have had a change in circumstances and require financial advice.

Best wishes

Shane

<Adviser Name(s)>, <Name of company if Corporate Authorised Representative, Pty. Ltd. if applicable, otherwise name of individual> <trading as, if applicable> is an/are Authorised Representative(s) of GWM Adviser Services Limited ABN 96 002 071 749, trading as Garvan Financial Planning an Australian Financial Services Licensee, Registered office at 105 –153 Miller St North Sydney NSW 2060 and a member of the National Australia group of companies.

This advice may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial and tax and/or legal advice prior to acting on this information. The material contained in this newsletter is based on information received in good faith from sources within the market, and on our understanding of legislation and Government press releases at the date of publication, which are believed to be reliable and accurate. Opinions constitute our judgement at the time of issue and are subject to change. Neither, the Licensee or any of the National Australia group of companies, nor their employees or directors give any warranty of accuracy, nor accept any responsibility for errors or omissions in this email.

26 Fitzhardinge St, Wagga Wagga NSW 2650
02 6921 2077

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