Financial Insights & Updates - September 2021

                                                                                                           Xnip2021-09-24_08-59-40.jpg

Welcome to the September edition of Financial Insights and Updates.

This month we have the final part of the video series on the future of retirement presented by the ABC’s Alan Kohler. 

The video this month looks at the cost of aged care and the best way to fund it into the future. At the end of the video it reiterates the importance of superannuation and also of seeking financial advice.

Our 2 articles this month “Advised clients outperform” and “Value of advice highlighted for Super accounts” further support the rationale of having a qualified professional look after your financial affairs. 

“Managing the largest movement of wealth in our history” is an article which discusses the estimated $3.5 trillion dollars expected to change hands through inheritance over the next 20 years.  For the older generation, it urges them to get their estate planning in place and for the younger generation, it strongly encourages them to speak to a financial adviser about how best to manage and invest the funds to be received, including potential implications on Centrelink entitlements. Definitely an article worth reading and even forwarding on to your loved ones.
 
In signing off, please remember that we are always available to answer any questions or queries you may have.

Warm regards,

The Team at Savanna Pride

 

Feature Video: The Future of Retirement with Alan Kohler:
Part Four - 7.30

Please click on the image below to watch the video)

https://savannapride.us17.list-manage.com/track/click?u=d67ce0336a0358555f22b3517&id=5fda6f6112&e=ba11a6e7be

Xnip2021-09-24_09-03-38.jpg

                                                                                                           Xnip2021-09-24_09-06-00.jpg

Advised clients outperform

Russell Investments has released the findings from its fourth annual Value of an Adviser Report, which validates the true value that financial advisers provide to clients... Read More

                                                                                                           Xnip2021-09-24_09-07-58.jpg

Managing the largest movement of wealth in our history

More than $3.5 trillion dollars in inherited funds are expected to change hands within Australia during the next 20 years, with Australians enjoying one of the highest inheritance payout rates anywhere in the world... Read More

                                                                                                          Xnip2021-09-24_09-10-30.jpg

How to give your finances a health check

How healthy are your finances? Isn’t it time you put your own financial wellbeing front and centre? You can take control of your financial future quickly and easily, with a simple financial health check... Read More

                                                                                                           Xnip2021-09-24_09-19-59.jpg

Which is more precious?

It’s the middle of the night and you’re jolted awake by extreme pain in your chest. You feel like the life is being crushed out of you and immediately realise you’re having a heart attack... Read More

                                                                                                           Xnip2021-09-24_09-21-50.jpg

Value of advice highlighted for super accounts

Responding to short-term market moves can have a detrimental effect on your super balance, as those who switched to cash last March could be up to $27,000 worse off (based on a balance of $100,000), according to SuperRatings.. Read More

                                                                                                           Xnip2021-09-24_09-23-49.jpg

Money worries and your mental health

Worrying about your finances can take a real toll on your mental health. With many people experiencing financial stress this year, we look at what you can do to improve your financial (and mental) wellbeing... Read More

                                                                                                           Xnip2021-09-24_09-24-08.jpg

Should I still change jobs despite COVID-19?

With pandemic lockdowns in place across much of the country, is now still a good time to look for a new job? After falling to a 10-year low in June, the unemployment rate is again tipped to edge higher... Read More

 
Share Share
Tweet Tweet
Forward Forward
 

Savanna Pride
Level 1, Suite 4, 24 Muriel Avenue
Innaloo WA 6018

P: 08 6102 3453
E: office.admin@savannapride.com.au
W: www.savannapride.com.au
 
Disclosure: Savanna Pride Holdings Pty Ltd ATF Savanna Unit Trust ABN 57 347 787 059 is a Corporate Authorised Representative of Sentry Advice Pty Ltd Australian Financial Services License No 227748. 
 
This email is sent by or on behalf of the named sender identified above.

If:                                                                                                                                    

(a)    you do not wish to receive any email marketing material from me in the future, please forward the contents of this email with the message 'unsubscribe' in the subject box to office.admin@savannapride.com.au or
(b)    you wish to unsubscribe from all central email marketing lists used by our business,
please forward the contents of this email, with the message 'unsubscribe from all central email marketing lists' in the subject box to office.admin@savannapride.com.au.

Notice: This message contains privileged and confidential information intended only for the use of the addressee named above. If you are not the intended recipient of the message you are hereby notified that you must not distribute, copy or take action in reliance of the information contained in this message. If you have received this message in error please notify office.admin@savannapride.com.au  immediately. Any views expressed in this message are those of the individual sender, except where the sender specifically states them to be the view of Savanna Pride Holdings Pty Ltd.

The advice contained herein does not take into account your particular objectives, needs or financial situation.  Before making a decision regarding the acquisition or disposal of a Financial Product you should assess whether the advice is appropriate to your objectives, needs or financial situation.  You may wish to make this assessment yourself or seek the help of your adviser.  No responsibility is taken for any person acting on the information provided. Persons doing so, do so at their own risk. Before acquiring a financial product a person should obtain a Product Disclosure Statement (PDS) relating to that product and consider the contents of the PDS before making a decision about whether to acquire the product
Copyright © 2021 Savanna Pride, All rights reserved.
You have received this email because you are a valued client of Savanna Pride. For more information about what you have read, please feel welcomed to contact me on (08) 6102 3453.

Our mailing address is:
Savanna Pride

PO Box 1008

Osborne Park, WA  6916

Australia


Add us to your address book

Want to change how you receive these emails?
You can update your preferences or unsubscribe from this list.

Email Marketing Powered by Mailchimp

 

Financial Insights & Updates - August 2021

                                                                                                                   Xnip2021-08-30_13-54-57.jpg

Welcome to the August edition of Financial Insights and Updates.

This month we have part three of the video series on the future of retirement presented by the ABC’s Alan Kohler. 

The video this month looks at Australians who have not been able to retire yet, either by choice or not. It also talks about getting retirees to use their retirement income more efficiently to live a better life, rather than just drawing the minimum pension amount. It explores the debate on whether retirees should use up all their pensions or leave some as inheritance. The current issue of low interest rates and its impact on the returns in pension accounts is also discussed. The video goes on to talk about Reverse mortgages and the Pensions Loan Scheme and finishes with urging people to seek advice from a financial planning professional. 

Two of our articles this month, “Not ready to retire – This might be another option” and “How much can we spend in retirement”, are good supplementary reads following the video. 

Another interesting article is “Super Success for Women”, which discusses the disparity between super balances of men vs women and provides some simple steps the latter can take to boost their retirement savings. 
 
In signing off, please remember that we are always available to answer any questions or queries you may have.

Warm regards,

The Team at Savanna Pride

Feature Video: The Future of Retirement with Alan Kohler:
Part Three - 7.30

(Please click on the image below to watch the video)

https://www.youtube.com/watch?v=bU0mka1GAY0

Xnip2021-08-30_14-02-55.jpg

Not ready to retire? This might be another option

The word “retirement” conjures up many images. While most baby boomers might be dreaming of more time on the golf course or booking a cruise, you might be thinking about buying a business. Crazy? Maybe not... Read More

 

                                                                                                                  Xnip2021-08-30_13-55-20.jpg

How much can we spend in retirement?

Having spent most of our lives accumulating retirement savings, it is easy to understand why retirees are fearful of spending their hard-earned nest egg. This article explains how an adviser can help evaluate the... Read More

                                                                                                                   Xnip2021-08-30_13-55-37.jpg

Do you have the right protection for your loan?

Buying a property is one of the biggest investments many people will make in their lives. When it comes to securing a mortgage, many buyers may be so focused on the immediate steps ahead that they don't consider... Read More

                                                                                                                   Xnip2021-08-30_13-55-52.jpg

Super Success for Women

While women earn less and spend less time in the workforce than men, sharply eroding their super contributions throughout their working lives, there are some simple steps women can take to boost their retirement... Read More

                                                                                                                   Xnip2021-08-30_13-56-07.jpg

Investing: how to reduce concentration risk

Concentration risk. No, it’s nothing to do with thinking too hard about something. In fact, it’s more likely to be a result of not paying enough attention.. Read More

                                                                                                                   Xnip2021-08-30_13-56-24.jpg

Investing in trends

What are some of the big ideas, the themes, that are likely to influence the economy, both locally and globally, in coming years? How about Australia’s aging population? As we collectively grow older we should see... Read More

                                                                                                                   Xnip2021-08-30_13-56-36.jpg

Tax deductible donations: Get the most out of giving back

Giving to charity can be a great way to help others and give your tax return a boost, but not all donations are tax deductible. Here’s what you need to know about making a tax deductible donation... Read More

                                                                                                                   Xnip2021-08-30_13-56-50.jpg

 

 

Share

Share

Tweet

Tweet

Forward

Forward

 

 

 

Savanna Pride
Level 1, Suite 4, 24 Muriel Avenue
Innaloo WA 6018

P: 08 6102 3453
E: office.admin@savannapride.com.au
W: www.savannapride.com.au

 

 

 

Disclosure: Savanna Pride Holdings Pty Ltd ATF Savanna Unit Trust ABN 57 347 787 059 is a Corporate Authorised Representative of Sentry Advice Pty Ltd Australian Financial Services License No 227748. 
 
This email is sent by or on behalf of the named sender identified above.

If:                                                                                                                                    

(a)    you do not wish to receive any email marketing material from me in the future, please forward the contents of this email with the message 'unsubscribe' in the subject box tooffice.admin@savannapride.com.au or
(b)    you wish to unsubscribe from all central email marketing lists used by our business,
please forward the contents of this email, with the message 'unsubscribe from all central email marketing lists' in the subject box to office.admin@savannapride.com.au.

Notice: This message contains privileged and confidential information intended only for the use of the addressee named above. If you are not the intended recipient of the message you are hereby notified that you must not distribute, copy or take action in reliance of the information contained in this message. If you have received this message in error please notify office.admin@savannapride.com.au  immediately. Any views expressed in this message are those of the individual sender, except where the sender specifically states them to be the view of Savanna Pride Holdings Pty Ltd.

The advice contained herein does not take into account your particular objectives, needs or financial situation.  Before making a decision regarding the acquisition or disposal of a Financial Product you should assess whether the advice is appropriate to your objectives, needs or financial situation.  You may wish to make this assessment yourself or seek the help of your adviser.  No responsibility is taken for any person acting on the information provided. Persons doing so, do so at their own risk. Before acquiring a financial product a person should obtain a Product Disclosure Statement (PDS) relating to that product and consider the contents of the PDS before making a decision about whether to acquire the product

Copyright © 2021 Savanna Pride, All rights reserved.
You have received this email because you are a valued client of Savanna Pride. For more information about what you have read, please feel welcomed to contact me on (08) 6102 3453.

Our mailing address is:

Savanna Pride

PO Box 1008

Osborne Park, WA 6916

Australia


Add us to your address book



Want to change how you receive these emails?
You can update your preferences or unsubscribe from this list.

Email Marketing Powered by Mailchimp