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.

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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.

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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.

Launch Video

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.

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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.

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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.

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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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