Looking Onwards to 2023
It’s been another big year for Australia and the world with the ongoing pandemic, cost of living crisis, war in Ukraine, and supply chain crunch all adding to a general sense of economic uncertainty. Throughout this year, we’ve put together a number resources – including videos, eBooks and articles – which can help you feel informed about the decisions you’re making to protect your future short and long-term.

We hope they’re helpful to you and always love to hear feedback.

Free financial planning information and insights
Ourvideo sectionhas a range of free videos that cover financial planning basics, such as how, when and why to get financial advice or understanding your superannuation and personal insurance. Scroll down formy personal video seriesfor my thoughts on issues like how to teach kids about money to habits that can help you transform your life.

Free eBooks

Download our free eBooks for more in-depth advice on superannuation and small business strategies.

It’s been a challenging time for small businesses, so we’ve got Tips and Advice to Help Your Small Business Thrive.With major cyber-hacks of large corporations such as Optus and Medibank making the news, it’s time for businesses of all sizes to think seriously about business cyber-security.

Savings and super
Wondering if you could be doing more with your superannuation? We put together a piece on Understanding Your Super that clarifies a few common questions and misperceptions. Many of us are tightening our belts with inflation on the rise – some Tips to Ease the Cost of Living Crisis.

News and views
My personal blogs have covered quite a bit of ground this year including, of course, my thoughts on how my clients can best protect their financial assets and lifestyle through insurance. Helping my clients reach successful insurance claim outcomes is one of the biggest highlights of my job.

From the team and I at IAS, wishing you a very happy holiday season, however you are celebrating.

Please note: Our office will be closed from 23 December and will reopen on 9 January.

Have you got questions about your financial planning or insurance needs? Callus anytime on (02) 8268 2900 for an obligation-free chat.

Disclaimer: The information contained in this article is general in nature and does not take into account your personal objectives, financial situation or needs. Please consider whether the information is appropriate to your circumstance before acting on it and, where appropriate, seek professional advice.