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Our Practice Newsletter

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Harvest Times is a quarterly newsletter from our Practice for our clients.  Replacing previously named Wealth Plus Wisdom, we hope Harvest Times gives you an insight to our business and staff, community news and updates, and financial articles we trust you find beneficial.


Latest Edition

We farewell one of our long term employees in Issue 38, and celebrate the achievements of another in his Financial Planning career.

Previous Editions

Issue 37 looking after your most important asset "YOU", and some tips for saving money

An interesting article on Australians' dangerous delay in retirement planning features in Issue 36 for June 2017

Issue 35 an update on our Insurance Claims successes.

Issue 34 includes some background information on newly elected US President Donald Trump.

Spring cleaning your finances and some Case Studies on ensuring your future is protected are highlights of Issue 33 September 2016 

Issue 32 has some simple to understand information on the proposed Superannuation changes in the upcoming Federal Budget for 2016-2017.

If you want a simple explanation of what an "Annuity" is, our article in Issue 31 will be helpful.

Issue 30 the last for the year - 2015 The Year That Was

 Awards won at the 2015 National Conference in Issue 29 and some financial websites of interest.

All about travel in  Isssue 28 with some interesting statistics on Holiday Packages, and tales from staff holidays.

Research from Roy Morgan on consumer satisfaction with the banks in Isssue 27.

Issue 26 Merry Christmas from the team, together with the "Ying and Yang of Retirement income.

If you're planning on "cruising" for your holiday, check out Issue 25 which has some interesting stats from Roy Morgan Research.

Some information on the Federal Budget in Issue 24, and we continue our "10 reasons to insure" segment.

Plenty of news from around the office in Issue 23 our first practice newsletter for 2014, and important information on insurance.

Issue 22 is our final edition for 2013 we wrap up what's been happening around the office, and include a piece on Aged Care.

Introducing new adviser Kylie George, and an essential article for women and the importance of superannuation in September Issue 21

An insight into Superannuation changes proposed in the Federal Budget is outlined in Issue 20 June 2013

A few staff changes and an interesting article on setting and achieving personal goals, in our March Issue 19

Issue 18 holds our Christmas message, our new office location, and some tips on saving money over Christmas.

Harvest Wealth recently announced "Practice of the Year" 2011/2012, for Finanancial Wisdom group is just some of the exciting news in Issue 17 of the Harvest Times.

Important information on the Federal Budget announcements, and an introduction to our newest staff member in Issue 16 of the Harvest Times

Some tips on how to achieve the ultimate "Work/Life/Balance" in Issue 15 - our first newsletter for 2012.

Final newsletter for 2011 Issue 14 provides some light reading, with exciting news of our recent win at the National Financial Wisdom Awards.

Is it a "bull" or "bear"? In Issue 13  we try to clarify just what these two often discussed markets mean.

We introduce a new staff member in Issue 12 and outline requirements for eligibility for the government superannuation co-contribution for year ending 30 June 2011.

An interesting article from Roy Morgan Research on home ownership in Issue 11, from the State of the Nation Report 2010.

Christmas and New Year are not the only reason to celebrate, as we share some exciting news from our team in Issue 10

The first of our new brand newsletter Issue 9 we introduce our new Director and Financial Planner.

We share with you some exciting changes happening within our Business in Issue 7 which we are all looking forward to.

An interesting article in Issue 6 for those Empty Nesters who are looking to spread their wings.

You will find a summary and photos of our major Annual Seminar in Issue 5 with Guest Speaker Olympian James Tomkins, held on 8th October.

August Issue 4  there's some in-house celebrations we share.

Superannuation and Redundancy are two interesting articles in Issue 3.

Issue 2 includes a nice little article highlighting the importance of Savings, which would ideal to share with your children and grandchildren.

In Issue 1 of Wealth Plus Wisdom we outline our Company Mission, Vision and Values, and begin introducing our staff members.

 

 

Renamed recently from Inscopes, Inform provides in-depth information about topics to provide our clients with more insight into different areas of financial strategy and investments.  Follow the links below to the most recent copies of Inform

February 2018 "Financial Goal Settings"
November 2017 "How to be financial prepared for Christmas"
October 2017 "Navigating the options of Aged Care", and "Women and Cancer - what you need to know"
September 2017 "Housing affordability in Australia" and "Why women and men invest differently".
August 2017
"Undersanding the Medicare Levy"
July 2017 "Property Owners - What the 2017 Federal Budget means for you"
June 2017 "Running a Home Business - Are you covered?"
May 2017
"Making the dream purchase a reality"
April 2017
"Is an SMSF right for you?"
March 2017
"Help your kids avoid the debt spiral"
February 2017
"Investing in Property"; "Cost of your Children's Education" and "Time to Ask for a Pay Rise?"
December 2016
"New Years Financial Resolutions" and "Baby-Proof your Finances"
November 2016
"Estate Planning - How to get it right"
October 2016
"Flying Solo: Financial Advice for Singles"
September 2016
 "Are you prepared for life's unexpected plot twists?"
August 2016 "Goals first, Strategy second" and "Managing the costs of Aged Care"
July 2016 "Is Everyone in yuor Family getting the Financial Advice they should?"
June 2016 "Apps to simplify our Financial Lives" and "Borrowing to Build Wealth"
May 2016 "Investing for Income"
April 2016 "Navigating your First Year of Retirement"
March 2016 "Retirement, 12 months & counting" and "Women taking Control"
February 2016 "Protecting your Income" & "Lessons from Super Fund Investment Strategy Rules"
December 2015 "Money Lessons for your Adult Children" & "A Super Resolution"
November 2015 "I Did it My Way" & "Savings and the Silly Season"
October 2015 "How much Super is enough?" and "The China Effect"
September 2015
"Simple Steps ... No Regrets"
August 2015
"Teaching Kids about cash" and "Insuring your life, Naturally"
July 2015
"A Gender Imbalance" and "Winning the Money Mind Games"
June 2015
"What is Income Protection" and "Spring Cleaning your finances"
May 2015
"Maximising your super contributions" as an end to the financial year
April 2015
" Women and Super, small changes, big effects", & Lump Sum vs Income Stream" in retirement.
March 2015
"Superannuation and Divorce, & Living Longer, Working Longer".
February 2015
"Protection for your Financial Plan".
December 2014
"Christmas Cash Splash" and "Buying Property overseas - risk and reward".
November 2014
"Healthy and Wealthy New Year".
October 2014 "How much does life cost" and "The Number One Retirement Question."
September 2014 "Where to now for the Australian Economy" & "How to be financially prepared this Christmas"
August 2014 "Seven tips to save around the house" & "Understanding global financial effects"
July 2014 "Retirement planning after Budget 2014" & "What to do with your tax refund"
June 2014 "What to do with your tax return" & "The nitty-gritty of financial goal setting"
May 2014
"making sure you're OK for End of Financial Year"
April 2014
"leadup to Federal Budget"
March 2014
"successful retirement" & "what is the share market doing?"
February 2014 "lifestage planning for women" & "demystifying superannuation"
December 2013
 "how to save during the silly season"
November 2013
 "10 Strategies to avoid costly financial mistakes"
October 2013 "Financial habits of successful people"
September 2013 "Ethical Investments, a true appreciation"
August 2013 "Alternative avenues for risk-averse investors"
July 2013 "Dollar down, opportunity up"
June 2013 "Events that shape our world"
May 2013 "Optimism among consumers & investors"
April 2013 "Growth or Defensive"
March 2013 "The China effect"
February 2013 "TPD - Insurance when you need it most"
December 2012 "Financial peace of mind"
November 12 "reading the economic signposts"
October 2012  "smart super strategies for women"
September 2012 "spring clean your finances"
August 2012 "good news for savers"
July 2012 "the sharemarket in perspective
June 2012
"make the most of your tax return"
Special Edition
 "update on the volatility in the Market"
May 2012 "an update on the uncertainties of Europe"
Feb 2012
 "the importance of having a sound retirement strategy"
Nov 2011
 "seven steps to consider when choosing a portfolio"
Update Sept 2011
 "answering your market volatility questions"
Sept 2011 "the quandry of the Reserve Bank"
Issue 33 -_Aug_2011
 "a European snapshot"
Issue 32 - July 2011
 "the next 11 key emerging markets"
Issue 31 - June_2011 "the strong Australian dollar"
Issue 30
 "federal budget 2011-2012"
Issue 29 "what is driving inflation globally?"
Issue 28 "impact of natural disasters on the economy"
Issue 27 "a look at the baby boomer generation"
Issue 26 "soft commodity investing"
Issue 25 "what is quantitive easing?"
Issue 24 "taking control of your financial situation"
Issue 23 "re-election of the ALP and initiatives that may affect investors"
Issue 22 "millionaires on the rise in Australia"
Issue 21 "global growth and a three speed global economy"
Issue 20 "the China Story"
Issue 19 "tax resolutions for the end of financial year"
Issue 18 "the cost of an ageing population"
Issue 17 "stragegies for managing your cashflow"
Issue 16 "explores options for getting back into the market"
Issue 15  "exploring the differences between passive & active investment styles"
Issue 14 "interest rate increases and Australia's economic strength"
Issue 13 some "smart super strategies" to assist with retirement planning
Issue 12 "What are emerging markets?"
Issue 11 "personal risk insurances"
Issue 10 "a month by month look at the last 12 months"
Issue 9 "a look at the 2009 Budget"
Issue 8 "superannuation a valuable saving"
Issue 7 " the importance of planning in volatile times"
Issue 6 " what lies ahead in 2009?"
Issue 5 "surviving the silly season"
Issue 4 "markets are volatile, but have we seen worse?"
Issue 3 "recent events in the USA - can Australia escape this economic meltdown?"
Issue 2 "looks at the different asset classes available to investors"
Issue 1 "how the global economic environment has changed in the last year"
 

An easy read brochure detailing, our values, services, and philosophies, and how we can help you achieve your goals and lifestyle aspirations.

Harvest Wealth