School is back and 2018 is in full swing! We are excited about the year ahead and look forward to assisting you reach your financial goals.
In our February newsletter, we look at ethical investing in superannuation and why it's important to look beyond share prices. We have also included an insight into investing in 2018.
We outline four key financial issues that women face and some things women can do to improve their long-term financial position.
Finally, we provide some tips for managing your mobile phone.
If you have any questions about any articles in this newsletter, or would like to speak to one of our team, please contact us on 1300 895 311 or email ivan@ibaa.com.au.
Millennials – take a bow. Not only are you concerned about how your super is invested, you are more likely than other age group to act on your beliefs when choosing a super fund.
The cost of mobile phones and other devices is often not in the purchase but in the upkeep, and as many teenagers are discovering (many too late), mobile phones can lose them a good credit rating even before they’ve left school.
Ivan Bakin, Authorised Representative No. 26745
Ivan Bakin & Associates Pty Ltd ABN 60 112 357 543
Corporate Authorised Representative (No 285888) of Alliance Wealth Pty Ltd AFSL No 449221
General Advice Warning This information may be regarded as general advice. That is, your personal objectives, needs or financial situations were not taken into account when preparing this information. Accordingly, you should consider the appropriateness of any general advice we have given you, having regard to your own objectives, financial situation and needs before acting on it. Where the information relates to a particular financial product, you should obtain and consider the relevant product disclosure statement before making any decision to purchase that financial product.
Nexus Building
Suite 510, #4 Columbia Court
Baulkham Hills
NSW 2153
1300 895 311