It’s hard to believe the beginning of the new financial year also marked the milestone of 10 years since founding Wealth Simplicity (or MORE Wealth Management, as it was previously known)! For some, the working relationship stretches back even further. To everyone, it’s been a real privilege to be part of your lives, helping with financial decisions and, in many cases, seeing commence and you enjoy retirement!
The occasion has been marked with a brand refresh. It is simple, the way it is supposed to be, with other updates to our website happening over time with as business as usual. You may also notice a refresh to the look and feel of our myProsperity portal. As things evolve, we will always hold true to our independence and personal advice based on an individual understanding of your needs. I’m looking forward to the next 10 years!
In the video for the quarter, I share my views on the current state of the economy, as inflation and interest rates remain the hot topics. I also mention how the world continues to muddle through geopolitical tensions and the unpredictability of the US political landscape.
Finally, in the article shared below, we round off the last financial year with changes to tax and superannuation legislation and the annual review of SMSF investment strategies.
Bye for now!
Rob
The information provided should not be considered personal financial advice as it is intended to provide general advice only. The content has been prepared without considering your personal objectives, financial situations or needs. You should seek personal financial advice before making any financial or investment decisions.