January Monthly Musings

Good afternoon!

Here is our Monthly Musings for January.

In this edition, our Markets Update is followed by new episode six of 3 Minute Tech that looks at “Concessional Contribution Catch-up Provisions”. The link to the previous five episodes of 3 Minute Tech is also contained below if you would like to revisit any of the previous episodes. 3 Minute Tech has been very well received by our readers so please do not hesitate to share with those who you feel would benefit.

Personal Finance Lessons of 2020

The health crisis seen over the past 12 months has caused widespread disruption, with economic damage still being assessed and confronted. Whether we are savers, spenders or investors, there are many personal finance lessons we can learn from these events.

This month’s ‘Focal Point’ covers off on a few of these lessons and makes for a thought provoking read however please feel free to contact your adviser if you have any queries.