Welcome to our quarterly newsletter

With the end of financial year in our sights, now is the time to think about giving your retirement planning a boost with an injection of funds to your super before 30 June. We also outline the superannuation changes commencing on 1 July 2024.

Interest rate rises have been at the forefront of conversations over the past 2 years and it’s still up in the air as to when the RBA will start reducing the cash rate. Find out why investors are focused on where interest rates are headed.

If you’re nearing retirement and wondering how you will shift into retirement, then now is the time to start planning.

When getting ready to buy a property, there are a number of things you need to keep track of as settlement approaches. So, what do you need to do in terms of having the right insurance? Find out more here.

You can’t stop the clock, so the saying goes, but science has some of the answers to staying healthy and happy as you age. Discover more in our final article.

We love to hear from you, so please feel free to contact us with any questions about our articles in this newsletter on 0437 782 836 or email andrew@fortiswm.com.au

Kind regards,

Andrew Boyer

New increased super contribution caps

Give your retirement planning a boost with an injection of funds into your super. But act quickly to weigh up your options. Read full article >>

Why investors are firmly focused on interest rates

2024 is very much a story of how quickly and how sharply rates will start coming down. Read full article >>

How to shift into pension mode

When and how you can access your super to start an account-based pension. Read full article >>

What insurance do you need when buying a house?

When getting ready to buy your next property, there are a number things to keep track of as settlement approaches, so what do you need in terms of insurance? Read full article >>

Evidence-based ways to hold back the hands of time

You can’t stop the clock, so the saying goes, but science has some of the answers to staying healthy and happy as you age. Read full article >>

Andrew Boyer trading as Fortis Wealth Management ABN 35 604 017 371 is an Authorised Representative of Synchronised Business Services Pty Ltd
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