THE ADVISER’S NOTEBOOK

November 2024

CONTENTS

NAVIGATING MARKET IMPACTS OF THE U.S. ELECTION: WHAT IT MEANS FOR YOUR PORTFOLIO

HOW U.S. POLITICS COULD AFFECT THE AUSTRALIAN ECONOMY

AUSSIES ARE SET TO SPEND BIG THIS CHRISTMAS: WHAT THAT MEANS FOR YOU

INVESTING FOR YOUR KIDS: BUILDING A FINANCIAL FUTURE

HOLIDAY SHOPPERS ADJUST BUDGETS AMID RISING COSTS

FINANCIAL WELLNESS IN 2024: KEY INSIGHTS FOR A BALANCED BUDGET

 

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

With the holiday season fast approaching, November is an ideal time to review your financial plans and prepare for the months ahead. At Your Wealth Hub Advice, we’re here to support you in making informed, strategic decisions that align with your financial goals—even during this busy time of year.

You may have already received an email, but we’re thrilled to share some exciting news about our very own Gavin, who has been recognised in the 2024 FS Power50 as one of Australia’s 50 most influential financial advisers, marking his third year on this prestigious list. Additionally, Gavin is a finalist in the ifa Excellence Awards for Holistic Adviser of the Year, a national recognition among Australia’s top professionals. This honor reflects Gavin’s dedication to serving clients and advancing financial literacy, and we’re grateful for the trust and support of our wonderful clients. Stay tuned for the awards announcement on December 5th!

This month, we’re focusing on key financial insights to help you navigate year-end decisions. Our articles cover a range of timely topics, from the potential impact of the U.S. election on global markets and the Australian economy, to practical strategies for holiday budgeting and spending. For those looking to invest for the next generation, we share advice on setting up investments for kids and insights from AMP’s Financial Wellness Report 2024 on improving financial well-being. Whether you’re budgeting for Christmas, planning family investments, or simply preparing for the year ahead, our lineup offers valuable perspectives to
guide you.

No matter where you are on your financial journey, our team is here to help you navigate these important decisions and support your financial well-being. Wishing you a productive November filled with progress and preparation!

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.

"Opportunities come infrequently. When it rains gold, put out the bucket, not the thimble."

Warren Buffett

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