Grow Protect Enjoy Winter 2017

As the days get shorter and the nights cooler, and the “excitement” of the Federal Budget settles down, it’s time to take some time out and enjoy our quarterly newsletter, Grow. Protect. Enjoy.

The winter edition has something for everyone – Millennials, Baby Boomers, Seniors, Mums & Dads and Holidaymakers! You are guaranteed to learn something new.

Remember, when you read an article in our newsletter that you would like to learn how it might apply to your own personal situation, give us a call or send an email to make a time to meet. We’re here to help.

By all means, please share this information with your friends and family if you think they would also benefit.

Regards

Peter Talty

Millennials & Money – your unique needs

If you entered the world between 1980 and 1996 you’re part of the “millennial generation”. You’ve grown up in an age of unprecedented abundance and incredible technical innovation, and as a group, enjoy a greater wealth of opportunity – professionally, socially and recreationally – than any previous generation.

Building your ‘Family Future Fund’

How much does it cost to raise a child? Obviously the answer is highly dependent on individual circumstances. However, as a guide, a 2013 national study ¹ found that a typical middle income family would spend about $812,000 on raising two children from birth to age 24.

The super difference for women

Recent decades have seen huge gains made in the financial empowerment of women. However complete financial equality won’t happen soon and in some cases may be unattainable. So what are the areas where women lag financially, and when it comes to super, what can be done?

We’re an ageing population; the media keeps reminding us, as does the government, but are we prepared for what this means? As a society? As individuals? One thing’s for sure – it’s something we cannot ignore.

You might remember the movie, “The Holiday” starring Kate Winslet and Cameron Diaz. Two women are experiencing relationship problems so they exchange their houses for a holiday away from men. Kate swaps her quaint English cottage for Cameron’s LA mansion. Both love the extreme differences but, of course, there are men everywhere they go! (It ends happily ever after.)

IMPORTANT NOTE: Grow. Protect. Enjoy. is a private communication to recipients and contains general information only. As the particular circumstances and needs of individual investors may vary greatly, the information herein should not be used as a substitute for personalised professional advice. Whilst every effort has been made to ensure the information is correct at time of publishing, its accuracy and completeness cannot be guaranteed, thus the sender cannot be held responsible for any loss suffered by any party due to their reliance on the information or arising from any error or omission.

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