Assure Wealth

https://assurewealth.com.au/how-to-turbocharge-your-investment-returns/

If you’d invested $10,000 into the whole Australian share market back in 2002, your initial investment amount would have grown to almost $50,000 by 30 June 2022.

Yet, as good as that all sounds, you could have done much better.........

How to turbocharge your investment returns How to turbocharge your investment returns January 27, 2023 by Patrick Casey If you’d invested $10,000 into the whole Australian share market back in 2002, your initial investment amount would have grown to almost $50,000 by 30 June 2022. It’s a huge gain. Around 385 per cent to be precise. And,...

https://assurewealth.com.au/how-much-money-do-i-need-to-retire/

When I retire, will I have enough money built up in superannuation and other savings to enjoy the sort of retirement lifestyle I want to have?

Working out how much superannuation you’ll have by the time you reach your intended retirement age may be easier than you think.

How much money do I need to retire? How much money do I need to retire? January 31, 2023 by Patrick Casey When I retire, will I have enough money to enjoy the retirement lifestyle I envision? It’s a question many of us will need to ponder at one point. It’s a question most of us will need to ponder at some stage in our lives. When...

This time of year, people’s thoughts start turning to their tax return, but it can also be a good time to set things up so you don’t pay more tax than required this financial year.

Salary sacrifice to cut tax and boost your super Salary sacrifice to cut tax and boost your super July 18, 2022 by Patrick Casey This time of year, people’s thoughts start turning to their tax return, but it can also be a good time to set things up so you don’t pay more tax than required next financial year.Simply talking to your employer abou...

Being close to paying off your home loan is an enviable position. If you’re wondering what to do next, we discuss some benefits of investing further versus being mortgage free.

Should I pay off my home loan or invest in more assets? Should I pay off my home loan or invest in more assets? July 4, 2022 by Patrick Casey Being close to paying off your home loan is an enviable position. If you’re wondering what to do next, we discuss some benefits of investing further versus being mortgage free. Your mortgage, your super or your...

Are you thinking about investing your superannuation in a more ethical manner?

Here is the beginner's guide to Environmental, Social and Ethical (ESG) investing.

Starters Glossary Praemium ESG Newsletter What does ESG stand for. The starter's ESG glossary 17/06/2021 2 minutes to read Back to all Praemium ESG Newsletter Investment management is known for its bevy of TLAs (Three Letter Acronyms). Some of them you may have heard before such as SAA (Strategic Asset Allocation), M...

"How much superannuation do I need to retire?"

This has to be one of the most common questions I am asked as a Financial Adviser.

Some people want you to believe that you need millions in super, where one of the most famous personal finance books in Australia quotes the figure of $250,000 for a couple (which I completely disagree with).

The answer, like most things in life is 'it depends'. This article covers the topics you need to consider.

How much super you need - Assurewealth You probably know how much super you have now, but do you know how much you'll have when you retire?

If you’re employed, your employer should be paying a percentage of your earnings into your super account.

It’s worth checking to make sure you’re being paid the right amount.

If you can afford it, making extra contributions is a great way to boost your retirement savings.

Super contributions is a great way to boost your retirement savings - Assure Wealth If you're employed, your employer should be paying a percentage of your earnings into your super account. Super contributions is a great way to boost your retirement savings - Assure Wealth

Renowned scientist Albert Einstein famously described compound interest as “the eighth wonder of the world”.

Which is where starting out early really comes into play. By following a strategy of reinvesting investment distributions such as dividends, and by making additional contributions over a long period of time, the combination of market growth and compounding returns will likely deliver strong results.

A beginner's investment guide to long-term wealth A beginner's investment guide to long-term wealth. It's often said that starting out early on one's investing journey will deliver good long-term results.

Planning is the key to successful investing.

Creating a plan will help you find investments that fit your investing time frame and risk tolerance, to help you reach your financial goals sooner.

Developing your investment plan - Assure Wealth Planning is the key to successful investing. Creating a plan will help you find investments that fit your investing time frame and risk tolerance, to help you reach your financial goals sooner. 1. Review your finances Before you invest, review your financial situation. Write down what you owe (your....

During these uncertain times, you might be nervous about your superannuation and investments. It’s important to consider your long-term goals and make well-informed decisions.

Here are some steps to take with your super or investments in shares to ride out ups and downs in the investment markets.

COVID-19 super and shares - Assure Wealth During these uncertain times, you might be nervous about your investments. It’s important to consider your long-term goals and make well-informed decisions. Here are some steps to take with your super or investments in shares to ride out ups and downs in the investment markets. 1. Avoid focusing o...