THE ADVISER’S NOTEBOOK

JUNE 2020

The effects of the coronavirus pandemic are now slowly being realised. As it rages on, specific sectors in the economy are experiencing financial loss, while others are looking for ways to keep their investment afloat.

This month, I am sharing with you articles that focus on the plight of retirees in relation to their Super, how home builders may have a chance to fund construction, how tenants have the upper hand when it comes to rental costs and amenities, and how the COVID-19 opened doors to investment opportunities such as cryptocurrency and ESG.

In addition, I'm giving you access to a video series that I've done, aptly called 'Financial Fitness During COVID-19.' Each episode focuses on one area of financial wellbeing, from debt management to retirement planning.

Humour hasn't totally been lost during these times, and I've included a cute video that details the story of friendship between a piglet and a calf.

It's challenging these times but our cheerful paranoia may help us get through it.

As always, if have any questions about these articles or your own financial position, please do not hesitate to reach out to me.

Gavin Glozier, AdvFP
CEO & Principal Financial Adviser
P 1300 763 498 • M 0408 155 140
Level 33, 264 George St NSW, Australia
Life the life you want to live.

THE NEW AUSTRALIAN HOMEBUILDER SCHEME

Good news if you are wanting to build a new home or renovate an existing one. The Australian government has just announced a HomeBuilder scheme that will provide eligible owner-occupiers (including first home buyers) with a tax-free grant of $25,000.

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RETIREES WARNED ABOUT LOSS OF INCOME

The impact of COVID-19 on retirees Super savings is only just starting to be understood, and many people who are not getting regular financial advice may be left in a tough position. This article outlines the issues retirees are now facing and what you may do.

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TENANT BARGAINS AS LANDLORDS DROP RENTS

If you are renting and are under financial stress, you may want to have a look at what else is out there to bag a bargain These times, the market has now swung in favour of tenants by presenting opportunities. Learn more by reading this article.

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CRYPTOCURRENCY: THE FUTURE OF FINANCE?

Cryptocurrency is an investment in tomorrow's financial system: the decentralised finance or DeFi. But first, what is it? Second, how it can be used? Third, who are the key players? Fourth, how will it shape the future? These questions and more are answered in this article.

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COVID-19 AND ESG INVESTING

What is ESG investing? How can you benefit from understanding this, and how have these portfolios stood up through Covid-19?

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