It is pleasing to see an uplift in the markets in the past couple of months which is certainly welcomed after a volatile 2022. Whilst there remain many factors at play that give us cause for concern, it is an encouraging sign, and we remain cautiously optimistic about 2023. Over the longer term we know our clients hold quality assets in their portfolios and maintaining a long term strategic approach to your investments will continue to achieve long term growth.
This month's featured articles include:
Budgeting - Are you a dollar stretcher?
Retirement Planning: it's not all about the money
Helping others - Catching the kindness bug
Please feel free to share this newsletter with your family, friends and work colleagues and if you have any questions please contact us on 9544 8863 or vgb@vgbgroup.com.au
Retirement is often a massive life change for the majority of people who experience it. Most of us will have mixed emotions around the end of our working life and the beginning of our 'second half'. Read full article >>
Helping others does not have to be something that we only do in times of crisis, so when you are faced with the choice of how to react to a situation - take the opportunity to be kind. Read full article >>
VGB Wealth Pty Ltd trading as Acorn Wealth and Vickery Galvin Brittain Financial Services Pty Ltd Authorised Representatives Consultum Financial Advisers Pty Ltd, Australian Financial Services Licensee
Any advice on this site is general nature only and has not been tailored to your personal objectives, financial situation and needs. Please seek personal advice prior to acting on this information. Any advice on this website has been prepared without taking account of your objectives, financial situation or needs. Because of that, before acting on the advice, you should consider its appropriateness to you, having regard to your objectives, financial situation or needs.
Before making a decision to acquire a financial product, you should obtain and read the Product Disclosure Statement (PDS) relating to that product.
Past performance is not a reliable guide to future returns.
The information on this site reflects our understanding of existing legislation, proposed legislation, rulings etc as at the date of issue. In some cases the information has been provided to us by third parties. While it is believed the information is accurate and reliable, this is not guaranteed in any way.
Opinions constitute our judgement at the time of issue and are subject to change. Neither, the Licensee, nor their employees or directors give any warranty of accuracy, nor accept any responsibility for errors or omissions in this document.
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Postal Address: PO Box 81, Mt Waverley BC Vic 3149
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