Winter has arrived, and we're on the home stretch now towards the end of the financial year.
We have included an insight into the importance of setting retirement goals. Our article on volatility provides 10 key messages to help investors steer their portfolios through volatile times. We take a look at why you should check the asset allocation of your super fund when you reach a significant birthday.
If you are a business owner, then our article on estate planning is a must-read. Set the tone for a productive, happy day with some healthy morning habits.
To arrange a review or to speak to one of our team, please contact this office on 02 9875 2966 or client@nkp.net.au.
Financial markets can be subject to periods of event-related volatility during which investor confidence can be significantly undermined. Here, we provide 10 key messages to help investors steer their portfolios through volatile times.
My alarm is set to the song "Happy" by Pharrell Williams. It’s impossible to not smile when this song plays. This, combined with the other habits below, set the tone for a productive, happy and healthy day.
Andrew Newcombe and John Kritsimas
GP Thornleigh Pty Ltd ABN 50 131 194 058 + Euthenia Financial Services Pty Ltd ABN 52 145 820 622
Trading as: Newcombe Kritsimas Partners ABN 53 760 991 834
Authorised Representative(s)Godfrey Pembroke Group Pty Ltd Australian Financial Services Licensee
This email is sent by or on behalf of the named sender identified above. If you do not wish to receive any email marketing material from us in the future, please forward the contents of this email to client@nkp.net.au with the message "unsubscribe” in the subject box.
This information is purely factual in nature. Please do not rely on this information to make any financial decisions as this information has not been tailored to your personal. circumstances. If you would like financial product advice or services please let me know and I will set up an appointment for you.
Any advice in this email is of a general nature only and has not been tailored to your personal objectives, financial situation and needs. Before acting on this advice, you should consider whether it is appropriate having regards to your personal objectives, financial situation and needs.
Before making a decision to acquire a financial product, you should obtain and read a Product Disclosure Statement (PDS) relating to that product, it is important for you to consider these matters and to seek appropriate advice.
The material contained in this email is based on information received in good faith from third party sources, and on our understanding of legislation and Government press releases at the date of publication, which are believed to be reliable and accurate.
Past performance is not a reliable guide to future returns.
Suite 404, 85 George St
Parramatta, NSW 2150
02 9875 2966