We hope you had an enjoyable Easter and spent time with family and friends.
In our first article, we explore why rebalancing your investment portfolio regularly is important to ensure you are not overweight in any particular asset class which may impact your long-term financial goals.
Share market volatility can be unsettling for investors, especially when it comes to your super. If you are considering making changes to your super, there are some things you need to know before you do.
Whether you’re investing for the short- or long-term, it’s important to have a strategy in place to ensure you reach your financial goals. In this article, we provide a few tips to help you get started.
If you locked in your home loan to a fixed-rate term when interest rates were low, you may be nearing the end of the term. Here, we explain what to consider and how to prepare for it.
Having work at our fingertips with our mobile phones always on hand, it can be difficult to switch off, even when we are on holiday. We’ve provided some tips that can help to ensure you have the relaxing break that you deserve.
We love to hear from you, so please feel free to contact us with any questions about our articles in this newsletter on (03) 9436 6999 or email pksgfs@bigpond.com
Kind regards,
Trendium Wealth Management
