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Welcome to the fifth edition of Advice Insights.

In this edition:

  • With 2024 underway, Advice Manager Iby Ibrahim delivers a New Year financial checklist for you to get started on the right foot, plus a review of the most important legislative highlights from 2023.
  • The Investment team delivers the latest on the world economy and markets, and how they’re impacting your investments.
  • Plus: explore some of the latest research on healthy aging, with practical tips for staying healthy and active.

Market outlook

Chief Investment Officer Damian Graham provides a recap on the first half of the 2023/24 financial year, and what’s expected for the next six months to 1 July.

What's new

Iby Ibrahim delivers a financial checklist for you to get started on the right foot in 2024, plus his review of the most important legislative highlights from 2023.

Healthy life = healthy retirement

Read about tips on wellbeing and lifestyle aimed at living a longer and healthier life. Here’s what you can do to maintain your physical health and continue an active lifestyle.

Book your next appointment

Your financial planner can answer any questions or discuss topics or insights in this newsletter at your next review. Book a call back or call us on 1300 192 602 to book your next appointment.


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