THE ADVISER’S NOTEBOOK

August 2024

CONTENTS

BEYOND FINANCES: THE COMPLETE RETIREMENT READINESS GUIDE

BIGGER IS BETTER: WHY RENTERS ARE OPTING FOR MORE BEDROOMS

PURSUING NEW DREAMS: OLDER AUSTRALIANS EMBRACE UNIVERSITY FOR CAREER CHANGES

AUSTRALIA’S INFLATION RATE: WHAT IT MEANS FOR YOUR MORTGAGE

10 WAYS TO BOOST YOUR SUPER SAVINGS

FINDING YOUR SUPER SWEET SPOT: HOW MUCH DO YOU REALLY NEED TO RETIRE?

 

SCROLL THROUGH THE STORY REEL BELOW

Welcome to the August Edition of the Adviser's Notebook!

As we move through the new financial year, it's a great time to take another look at your goals and make any necessary adjustments before the year end. At Your Wealth Hub Advice, we're here to give you helpful tips and strategies to reach your financial dreams. This month is perfect for tweaking your plans, adjusting to changes, and making sure you're on track for success.

In this edition, we explore how to go beyond finances for complete retirement readiness and why renters are opting for properties with more bedrooms. We also dive into how older Australians are embracing university for career changes and what Australia’s inflation rate means for your mortgage. Plus, we share 10 ways to boost your super savings and help you find your super sweet spot to determine how much you really need to retire.

We hope these articles inspire you to take action towards a better financial future. As always, our team is here to help with any questions or concerns you might have.

Wishing you a successful and insightful new financial year!

Warm regards,

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.

"Building wealth is about creating a life that you want, not just amassing money. It's about having the freedom to do what you love and live on your own terms."

Scott Pape, Australian financial advisor and author

GET THE ADVISER’S NOTEBOOK DELIVERED

STRAIGHT INTO YOUR INBOX.