Tips from worlds best investors, gifting, age pension and more

As the festive season fills our hearts and homes with warmth, it also invites us to reflect on the year gone by and the opportunities that lie ahead. This special time of celebration, giving, and connection is the perfect backdrop for considering how we can make meaningful contributions to our lives and the lives of those we care about.

In this festive edition of our newsletter, we explore a range of thoughtful topics designed to inspire and guide you as you plan for the future. Whether it’s sharing your wealth with loved ones in impactful ways, learning lessons from the world’s most successful investors, or navigating how the Age Pension fits in with your retirement income plans, we’re here to provide practical insights and advice.

We also take a moment to focus on the art of truly unwinding, with tips for powering down and embracing a digital detox during your holiday break. And as the new year approaches, we encourage you to embrace the joy of saying “yes” to new opportunities, experiences, and connections.

As you savour the spirit of the season, we hope these articles will enrich your celebrations and empower you to step into the new year with confidence, clarity, and a renewed sense of possibility.