Welcome to our first quarterly newsletter for 2023.

In our first article, we explain share market volatility - what causes it and how it could impact your investments.

Making sure your super is working hard for you early on in your career could help you achieve the retirement you want. Find out the different types of contributions you can make, along with many other benefits that may help boost your retirement nest egg.

Investing your hard-earned money shouldn’t be a ‘set and forget’ type of investment. As your circumstances change over time, so should your investment strategy. Discover more here.

Interest rates have been on the rise for the past 8 months, so now could be a good time for you to review your home loan – is it still the right one for you? Here, we outline the pros and cons of 3 different types of home loans.

As we tick over to a new year, most of us have probably made some sort of New Year’s resolution. Having smaller monthly goals might make it easier to keep those promises we make to ourselves and achieve our goals.

We love to hear from you, so please feel free to contact us with any questions about our articles in this newsletter on (02) 9602 7200 or email fmartino@lwplanners.com.au

Kind regards,

Frank Martino

Market volatility: defined and explained

Volatility is an investment term that describes when a market or security experiences periods of unpredictable, and sometimes sharp, price movements. Read full article >>

Super contributions - types, limits and benefits

There are different types of super contributions and different limits for how much you can contribute. Here’s a quick breakdown. Read full article >>

Your investing style - as unique as you

Your style of investing needs to work for your unique goals and circumstances - so the ‘right’ investment strategy is the one that's right for you. Read full article >>

Understanding fixed, variable and split-rate home loans

Should you fix your interest rate, opt for a variable one, or do both? We explain the benefits and considerations of all three options. Read full article >>

Stepping stones to reach your goals

Replacing one big resolution with smaller monthly goals might be key to keeping those promises we make to ourselves and achieving our goals. Read full article >>

Lifetime Wealth Planners, ABN 46 106 947 960, is an authorised representative of AMP Financial Planning Pty Limited (Australian Financial Services Licence No. 232706).
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