THE ADVISER’S NOTEBOOK

June 2023

CONTENTS

DISCOVER FIVE STRATEGIES TO ALIGN YOUR INVESTING WITH YOUR BEHAVIOR

EXPLORING THE AVERAGE NEW HOME LOANS IN AUSTRALIA: KEY INSIGHTS REVEALED

AVOID A TAX TIME SPLURGE: HOW TO SPEND YOUR REFUND WISELY

UNLEASH YOUR CREATIVE POTENTIAL: LEARN FROM THE DAILY ROUTINES OF FAMOUS INNOVATORS

NAVIGATING THE RBA’S RECENT RATE RISES: INSIGHTS ANF FORECASTS FOR INVESTORS

UNVAILING A NEW TREND: WOMAN CHOOSING WELLBEING, CREATIVITY, AND FREEDOM AS A WAY OF LIFE

 

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Welcome to the June Edition of the Adviser's Notebook.

As winter sets in and the end of financial year approaches, it’s a good time to embrace the cooler months, and spend some time reviewing your finances. We are dedicated to empowering you on your financial path.  

In this month's edition, we have carefully curated a selection of articles that encompass a wide range of topics, offering invaluable insights to help you make well-informed decisions about your finances.  

Discover effective strategies to align your investing with your natural behavior, unlocking the potential for improved long-term investment outcomes. Dive into a comprehensive exploration of Australia's average new home loans, revealing key insights into recent market trends and lending indicators. Gain wisdom on how to make the most of your tax refund wisely, ensuring your hard-earned money contributes to your long-term financial well-being.  

Explore the daily routines of renowned innovators and tap into their secrets for unleashing your own creative potential. Learn about the implications of the recent rate rises by the Reserve Bank of Australia (RBA) and gain valuable forecasts and strategies for navigating investing during times of high inflation and rates. Lastly, delve into a transformative trend where women prioritise wellbeing, creativity, and freedom as a way of life, discovering inspiring stories of personal growth and fulfillment.

We hope this month's edition empowers you, providing insights that inspire positive changes in pursuit of your financial goals. As always, our dedicated team is here to assist you with any questions or concerns you may have. Wishing you a month filled with fulfillment, prosperity, and progress. Stay Warm!  

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.

Your financial independence is within reach. Believe in your abilities, embrace calculated risks, and persist through challenges. Success is not just a dream; it's a journey that starts with taking the first step.

Richard Branson

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