Newsletter

 

 
 

As 2017 draws to a close, this is an important time to reflect on what you have achieved to date, and start to think about what you would like to achieve moving forward in the new year.

In this month’s newsletter, we begin by focusing on saving tips to keep your spending in check over the holiday period. In our animation, we discuss the importance of tracking your spending, as this can sometimes get away from us when we are caught up in our daily lives. With our increasing use of digital technology and the internet, especially when it comes to emails and social media platforms, it may be time to consider the inclusion of your digital footprint within your estate plan. In a similar vein to above, it’s also important to protect your personal information in the digital space as cybercriminals are constantly attempting to obtain it for financial gain; we have put together some helpful information regarding this. Lastly, we leave you with a video in which Chris Hemsworth suggests travel and exploration in our very own backyard – this may be just the ticket to collecting some memorable experiences and recharging your battery over the holiday period so that you are refreshed and ready for the year ahead.

We wish you a happy and safe holiday period and look forward to seeing you in 2018.

 
 
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Holiday period saving tips

With the holiday period almost here, it can be easy to let your holiday spending get the best of you. In this article, we provide you with several saving tips to help keep your holiday spending in check, whilst still allowing you to have the well-deserved break that you have been looking forward to. 

 

 
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Tracking your spending

Your spending habits can often have a profound impact on not only your existing financial situation, but also your capacity to influence the achievement of your financial goals and objectives. In this animation, we discuss the importance of tracking your spending. 

 

 
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Estate planning and your digital footprint

Your will is normally the main document that facilitates the distribution of your assets to your intended beneficiaries upon your passing. In this increasingly digital age, your online ‘digital footprint’ or ‘cyber assets’, may also be an important inclusion worth considering. 

 

 
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Data security 101: Protecting your personal information

In the age of digital technology and the internet, it’s important to keep your personal information secure and be alert to potential instances where someone may seek to obtain this from you for financial gain. In this article, we provide you with helpful tips regarding protecting your personal information.

 

 
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The collection of memorable experiences

When reflecting on life, often it’s not our material possessions, but rather the memorable experiences that we have accumulated over the years that hold greater meaning to us. In this video, Chris Hemsworth suggests travel and exploration of Australia to help you collect a few more memorable experiences.