Julie's Blog Posts

Here you will find interesting quotes, useful information and links to helpful articles on a wide variety of subjects.
Season's Greetings!

Merry Christmas and Happy New Year from all of us at ES&A. Here's to a bright and successful year ahead.

Our Office will be closed from Friday 20th December and we re-open with skeleton staff from Monday 6th January 2025.  

 

A thought for this week...

I get the honour of helping many people prepare & enjoy their Retirement - and planning for this time is key.

However, I also see how many people never get to enjoy a full, long term Retirement as their health either reduces their capacity to do all the things they want or sadly, they don't make old age.

Don't just have a plan for the 'future' - make sure you are making the most of each and every day that you are walking around, in good health with your partner beside you.  It's a gift

Happy New Year!
Merry Christmas from ES&A!

Merry Christmas to all our beautiful clients and friends on behalf of all of us at ES&A.

Thank you for your support and friendship over the last year - it has been an absolute pleasure assisting you all.

Our office is now closed from Thursday 20th December and we reopen on Tuesday 2nd January 2024.

 

Quote of the week!
Quote of the Week
Quote of the Week
More changes to our super seem likely!

A new government = more tampering with superannuation.  Whilst I recognise that we have a country to run and a budget to meet - why is that the superannuation members of Australia seem to have a target on them?  Look it's early days and we really don't know what is going to change - I read the article attached below in the Financial Review on 23 February and it's a bit of an eye opener on what is potentially on the table.

What is clear is that constant changes to the superannuation tax settings erode confidence in the system and discourage members from making long-term savings plans.

I guess at this very early stage... it's just 'watch this space' with your heart in your mouth :-(

Regards,

Julie

Pages