July 2022 Newsletter
The 2021-22 financial year can be separated into two contrasting halves, MLC’s Senior Economist and Portfolio Specialist, Bob Cunneen, provides a review of what happened in investment markets over the year, and why.
We’ve introduced our new Q&A feature, where each month we’ll answer a common question on a hot financial topic. For July; What should I do with my inheritance?
Enjoy!
Kind Regards,
The team at Bellwether Financial Group
Newsletter Articles
Q&A: What should I do with my inheritance?
Deciding whether to boost your super, pay down your mortgage, or help your kids out is a common dilemma. We look at some of the considerations to weigh up.
2021-22 financial year in review
The 2021-22 financial year can be separated into two contrasting halves, with global economic recovery threatened by high inflation and rising interest rates.
The secrets to a successful retirement
Dr Joanne Earl from Macquarie University shares her research insights on the key ingredients to a positive and happy retirement.
3 ways to start an investing conversation with kids
Introducing kids to the idea of investing to build long-term wealth could be life changing. We share some ideas on how to get the conversation started.
A round up of 1 July changes and what they mean
Read about some of the key changes to super, tax, and social security measures as the new financial year gets underway.
Why life insurance premiums have gone up
The effects of the pandemic have led to significant increases in life insurance premiums in recent months. We look at what to consider before making any changes to your policy.
Corporate Documents
CPD Policy
Financial Services Guide - Martin Watson
Financial Services Guide - Stephen Davies
Privacy Policy
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Bellwether Financial Group Pty Ltd
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Address
Level 20 Exchange Tower
2 The Esplanade Perth WA 6000
PO Box Z5393 St Georges Tce
Perth WA 6831
Contact us
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08 9225 4462
or 1800 236 652
Email us at:
admin@bellwetherfg.com.au
