Welcome to our first newsletter for 2023.

It was a bumpy ride on the share market in 2022. Here, we explain why market volatility is part and parcel of investing and why you need to pause and look at the bigger picture.

There are many different types of insurance available, and knowing how they work and what they cover can be difficult. Find out how some insurance policies can be affected by tax and what the pros and cons are when you have insurance inside your super.

In our next article, we discuss why being diversified is so important when it comes to your investment portfolio, especially when there is instability in the share market.

With cybercrime on the rise, being 'wary' and 'aware' is key when it comes to staying one step ahead of scammers. Here, we outline different types of scams and some of the signs you should look out for.

As we tick over to a new year, most of us will make some sort of New Year’s resolution. Having smaller monthly goals might make it easier to keep those promises we make to ourselves and achieve our goals.

We love to hear from you, so please feel free to contact us with any questions about our articles in this newsletter on 1300 895 311 or email ivan@ibaa.com.au

Kind regards,

Ivan Bakin

Volatility is here to stay

Volatility is part and parcel of investing so it's important to put it into perspective and look at the full picture when thinking about your wealth, rather than focus on day-to-day market swings. Read more >>

How is my insurance taxed?

With the cost of living on the rise, it’s more important than ever to have a financial safety net that protects you and your family in case the unexpected happens. Read more >>

Strategies for long-term investing

Given the inherent volatility of security prices in capital markets, it is useful to remind ourselves of strategies that investors can utilise to meet their investment goals. Read more >>

Banking and credit scams

How to spot and report scams and protect yourself Read more >>

Stepping stones to reach your goals

Replacing one big resolution with smaller monthly goals might be key to keeping those promises we make to ourselves and achieving our goals. Read more >>

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.

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1300 895 311

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