Financial Insights & Updates - March 2022

                                                                                                           Xnip2022-03-28_13-12-16.jpg

Welcome to the March edition of Financial Insights and Updates.

One of the most important aspects of financial planning is knowing what your expenses are. In order to have an idea of what your annual expenses are, it is essential to track your expenses each month. As part of the process of tracking your expenses, you should make a habit of checking your transactions. While it may be an extra step, it allows you to spot problems with your account and it can prevent you from overdrawing. Our video this month 'How to check your bank statement' together with our article 'Unauthorised and mistaken transactions' will provide you with a guide on how to go about checking your bank statement and what to do if you find any unauthorised or mistaken transactions.

The article 'Kids and Super' will be relevant for those who are considering the impact of having to take a career break or reduce work hours due to having/raising kids. With the Federal budget due out later this month on the 29th, we will be in touch with a breakdown of items that may have an impact on your finances.

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: How to check your bank statement

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

Xnip2022-03-28_13-24-19.jpg

                                                                                                                      Xnip2022-03-28_13-28-42.jpg

Unauthorised and mistaken transactions

If you find a transaction in your account that you don't recognise, it could be unauthorised or mistaken. If you think something is wrong, contact your bank as soon as possible. Read More

                                                                                                                      Xnip2022-03-28_13-29-22.jpg

Kids and super

If you have already started a family or are planning to go there, you already understand the costs associated with kids, particularly solving the dilemma of going back to work or staying at home.  Read More

                                                                                                                      Xnip2022-03-28_13-29-32.jpg

Digital vs physical assets

Not a day goes by where we don’t hear about bitcoin in the news or from a friend who has a hot tip on a new cryptocurrency. The past few years have seen an increase in the popularity of digital assets such as...  Read More

                                                                                                                      Xnip2022-03-28_13-29-55.jpg

Getting more out of income protection insurance

If you’re working and haven’t yet reached the point of financial independence then income protection insurance should be on your radar. As the name implies, it can help you protect your greatest asset – the ability to...  Read More

                                                                                                                     Xnip2022-03-28_13-30-05.jpg

Who pays your debts after you die?

It would be nice to think our debts magically disappear upon death however, this is not the case. If you haven’t planned in advance, financial debts can have a significant impact on those you leave behind. Read More

                                                                                                                     Xnip2022-03-28_13-30-17.jpg

The risk of losing your home

As house prices spiral ever higher and interest rates test record lows, it has never been easier for anyone to borrow too much when buying a home and then suddenly find themselves struggling to meet the repayments. 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: [email protected]
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 [email protected] 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 [email protected].

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 [email protected]  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 © 2022 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