Summer 2025 Newsletter

Stay up to date with practical financial insights, retirement planning guidance, insurance tips and market trends. This edition breaks things down in a simple, easy to read format so you can make confident decisions about your future.

In this issue:

  • Retirement confidence is improving, with more focus on flexible income options and helping Australians enjoy the wealth they’ve built.
  • Tips for reducing life insurance costs, including reviewing cover, pausing indexation, adjusting payment frequency and updating personal circumstances.
  • Breakdown of what drives market volatility such as supply chain issues, geopolitical events, regulatory changes, tech innovations and earnings reports.
  • Insights into mental bandwidth and how simplifying choices can support better decision-making across work, home and life stages.
iNSIGHTS

Other News & Insights

Spring 2025 Newsletter

This Spring 2025 edition of Connect explores how changing interest rates, lifetime income products, and self-awareness can shape financial confidence in retirement.

Winter 2025 Newsletter

The Winter edition of Connect Newsletter covers a range of important information including life insurance premiums, interest for investment bonds and cyber safety, plus more!
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Get in touch with our team and discuss your individual wealth goals. Alternatively, reach out to us by calling (02) 6762 4244.

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