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With higher levels of uncertainty in financial markets due to a myriad of global issues (COVID, the Ukraine war, supply chain interruptions), many have postponed investing with the worry of losing their hard-earned cash.

Often the first thing that comes to mind when thinking about starting a family are the softer pleasantries of having a baby and the joy that comes with a new family member. Having a baby is an exciting stage of your lives but can also be an anxious time for those ill prepared. One large aspect of getting ready for a baby will involve looking at your financial position.

The lifestyle you have envisioned for the future versus what you can afford will depend upon how much money you can save before retirement…

17 Aug 2021

Google vs Advice

We’ve all used Dr Google at some point in time, and have been suitably horrified at the results – so, should we be doing the same with our finances?

Being a business owner means you probably have a million things on the go. But although you are busy, do not ignore the need to consider what would happen to your business if one of the owners or a key person within your business.

Key medium to longer-term implications flowing from the coronavirus shock are: lower for longer interest rates; a further blow to globalisation; another leg up in the US/China cold war; bigger government and public debt; a long-term risk of higher inflation; consumer & investor caution; faster embrace of technology; bad for airlines; another test for the Eurozone; and lower immigration.

Boutique Advisers are here to help you create your best future. Boutique Advisers are committed to helping you achieve your wealth, lifestyle and legacy goals through a consultative, planning based approach – with a customised solution and guided implementation. Call a Boutique Adviser today on 08 9381 8779 or email advice@boutiqueadvisers.com.au

Adviser Katie McDonald recently appeared on 9 News Perth regarding motherhood and some important aspects of finances. If you or anyone you know need some assistance in this area please contact the office and arrange a time to speak with Katie.

You might have finished top in your class at university and gone onto have a professional career, become a CEO or even a small business owner but it seems very few women get top marks where their own finances are concerned. Boutique Advisers financial consultant Katie McDonald said these are smart, successful women who have […]