September Newsletter 2023


Footy Finals Fever is here and so is our September Newsletter. The winter chill is slowly retreating and making way for warmer Spring days, perfect for getting out in the garden or enjoying the great outdoors. 

This month we discuss buying insurance through your Super, how the Aussie dollar impacts your investments and some out of the ordinary holiday destinations to spark the travel bug.

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August Newsletter 2023


Our August newsletter highlights the potential for sunnier economic conditions as the rate of price increases slows down, according to the Consumer Price Index. Inflation has eased, leading to positive performance in share markets, particularly in the US. However, cost-of-living pressures persist, affecting retail turnover in Australia.

In this edition we delve into electric vehicles, boosting your super with a lump sum and the growing reliance on the Aged Pension in Australia.

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July Newsletter 2023


Our July newsletter has just landed in your inbox. In it you will find a summary of the super changes that have come into effect this new financial year, we share the warm welcome of the newest mini member to the Income Solutions family and have some tips on managing the cost of raising children as the cost of living continues to spiral.

Have a read here

June Newsletter 2023


As we welcome winter and approach the end of the financial year it is the perfect time to get your financial affairs in order. It is a great time to set yourself up for success in the new financial year and reassess your goals and budget.

In our June Newsletter you’ll find some strategies to get you started, along with some tips on transitioning into retirement and if a testamentary trust is right for you and your loved ones.

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May Newsletter 2023


While we await the delivery of the Federal Budget by Treasurer Jim Chalmers on May 9, we are keeping our eyes on the cash rate decision from the Reserve Bank of Australia which many predict will be another pause.

In our latest newsletter we explore how an emergency fund delivers peace of mind, May’s market movements and resident superstar Ash Irwin talks about credit scores.

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April Newsletter 2023


Daylight savings is officially over, the mornings are getting chilly and Easter is just around the corner. To say we are egg-cited is an understatement!

In our April Newsletter we talk about how interest rates may be affecting your investments, Associate Will Clark talks about his pathway to becoming a Financial Adviser and we wrap-up our first Common Sense Investing information evening post Covid.

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March Newsletter 2023

Autumn is here and with it the return of our Common Sense Investing information evenings for the first time post Covid. We are so excited and can’t wait to welcome everyone back into our auditorium, all of the details are in the March newsletter with the first presentation on Wednesday 29th March at 6:00pm.

Also in our newsletter we touch on the importance of being flexible when planning for retirement and the new star rating system for aged care making family choices easier when moving a loved one into aged care accommodation.

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February Newsletter 2023

The year is off to a great start with the return of the Cadel Evans Great Ocean Road Race to the region and the Festival of Sails attracting visitors from all over boosting our local economy.

In this month’s newsletter we explore some tips on how to best prepare for retirement and avoid some of the common mistakes people often make. We also look into raising resilient kids and how to best equip them with the skills to navigate difficulties and stepped vs. level premiums for life insurance.

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January Newsletter 2023

As we welcome in 2023 and reflect on the year that was, it’s a great time to think about your values and goals and whether or not you are on the path to achieving them.

In the January edition of our Newsletter we dive into sustainable investing with more and more people now aligning their money with their values, and tackling those tough conversations around ageing.

Click here to read more.

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