8am-6pm

Monday to
Friday

L1, 6/8 Eddy St

Moonee Ponds
VIC, 3039

Office Ph:

8am-6pm

Monday to
Friday

L1, 6/8 Eddy St

Moonee Ponds
VIC, 3039

Office Ph:

Tanya Harber No Comments

Intergenerational Wealth – February 2018 Newsletter

February 2018

Welcome to the latest edition of our client newsletter.

Our articles cover a range of topics which we hope you will find interesting. We aim to keep you informed of changes as they happen, but we also want to provide ideas to help you live the life you want, now and in the future.

In this edition we discuss managing your money when you move in together and provide you with information on what to do when you come into money and a growing family doesn’t have to blow the budget.

If you would like to discuss any of the issues raised in this newsletter, please don’t hesitate to contact us.

In the meantime we hope you enjoy the read.

Intergenerational Wealth – February 2018 Newsletter

 

All the best,

Emilio and the team at Intergenerational Wealth

Emilio Bangit No Comments

Intergenerational Wealth – Financial Snapshot – Correction time for shares?

Correction time for shares?

Key points

– The US share market is long overdue a decent correction. This now appears to be unfolding and may have further to go as higher inflation, a slightly more aggressive Fed and higher bond yields are factored in.

– This will impact most share markets including Australian shares.

– However, in the absence of an aggressive 1994 style back-up in bond yields or a US recession – neither of which we expect – the pull back in shares should be limited in depth and duration to a correction (with say a 10% or so fall) and shares should have positive returns this year as a whole.

– However, it’s likely to be a more volatile year than last year.

For further information, please refer to the link below.

AMP Chief economist correction-time-for-shares (Feb 2018)

 

Yours Sincerely,

Emilio and the team at Intergenerational Wealth

Emilio Bangit No Comments

Intergenerational Wealth – January 2018 Newsletter

January 2018

Welcome to the latest edition of our client newsletter.

Our articles cover a range of topics which we hope you will find interesting. We aim to keep you informed of changes as they happen, but we also want to provide ideas to help you live the life you want, now and in the future.

In this edition we discuss Add some extra cash to your New Year and provide you with information on Sports lovers enjoy better financial fitness and The year that was and the year ahead.

If you would like to discuss any of the issues raised in this newsletter, please don’t hesitate to contact us.
In the meantime we hope you enjoy the read.

Intergenerational Wealth – January 2018 Newsletter

 

All the best,

Emilio and the team at Intergenerational Wealth

Emilio Bangit No Comments

Intergenerational Wealth – December 2017 Newsletter

December 2017

Welcome to the latest edition of our client newsletter,

Our articles cover a range of topics which we hope you will find interesting. We aim to keep you informed of changes as they happen, but we also want to provide ideas to help you live the life you want, now and in the future.

In this edition we discuss 12 ways to enjoy summer without spending a fortune and provide you with information on one in three Aussies travel without protection and is your insurance overdue?

If you would like to discuss any of the issues raised in this newsletter, please don’t hesitate to contact us.
In the meantime we hope you have a wonderful Christmas, and enjoy a the read.

Intergenerational Wealth – December 2017 Newsletter

All the best,

Emilio and the team at Intergenerational Wealth

Emilio Bangit No Comments

Intergenerational Wealth – November 2017 Newsletter

November 2017

Welcome to the latest edition of our client newsletter,

Our articles cover a range of topics which we hope you will find interesting. We aim to keep you informed of changes as they happen, but we also want to provide ideas to help you live the life you want,  now and in the future.

In this edition we discuss 2017 has been kind to investors and provide you with information on Digital payment options could see you spend more this Christmas and If you’ve always thought property prices only go up…

If you would like to discuss any of the issues raised in this newsletter, please don’t hesitate to contact us.
In the meantime we hope you enjoy the read.

Intergenerational Wealth – November 2017 Newsletter

All the best,

Emilio and the team at Intergenerational Wealth

Emilio Bangit No Comments

Intergenerational Wealth – October 2017 Newsletter

October 2017

Welcome to the latest edition of our client newsletter.

Our articles cover a range of topics which we hope you will find interesting. We aim to keep you informed of changes as they happen, but we also want to provide ideas to help you live the life you want – now and in the future.

In this edition we discuss simple money steps for women and provide you with information on prepare for retirement and be the boss of your cash.

If you would like to discuss any of the issues raised in this newsletter, please don’t hesitate to contact us.
In the meantime we hope you enjoy the read.

All the best,
Emilio and the team at Intergenerational Wealth.

Emilio Bangit No Comments

Intergenerational Wealth – September 2017 Newsletter

September 2017

Welcome to the latest edition of our client newsletter,

Our articles cover a range of topics which we hope you will find interesting. We aim to keep you informed of changes as they happen, but we also want to provide ideas to help you live the life you want, now and in the future.

In this edition we discuss six traits of Australians living the dream and provide you with information on money can buy you happiness, you’re just spending it wrong and planning is the key to making it financially.

If you would like to discuss any of the issues raised in this newsletter, please don’t hesitate to contact us.
In the meantime we hope you enjoy the read.

All the best,
Emilio and the team at Intergenerational Wealth

All the best,
Emilio and the team at Intergenerational Wealth

 

Tanya Harber No Comments

Intergenerational Wealth – July 2017 Newsletter

July 2017

Welcome to the latest edition of our client newsletter.

Our articles cover a range of topics which we hope you will find interesting. We aim to keep you informed of changes as they happen, but we also want to provide ideas to help you live the life you want, now and in the future.

In this edition we discuss what’s your debt age and provide you with information on what financial records I need to keep and why goals succeed where resolutions fail.

If you would like to discuss any of the issues raised in this newsletter, please don’t hesitate to contact us.

In the meantime stay warm and we hope you enjoy the read.

Intergenerational Wealth – July 2017 Newsletter

All the best,
Emilio and the team at Intergenerational Wealth

 

Tanya Harber No Comments

Intergenerational Wealth – June 2017 Newsletter

June 2017

Welcome to the latest edition of our client newsletter.

Our articles cover a range of topics which we hope you will find interesting. We aim to keep you informed of changes as they happen, but we also want to provide ideas to help you live the life you want, now and in the future.

In this edition we discuss watch out for tax scams and provide you with information on it pays to contribute to your partner’s super and the door is closing on super’s current caps.

If you would like to discuss any of the issues raised in this newsletter, please don’t hesitate to contact us.

In the meantime stay warm and we hope you enjoy the read.

Intergenerational Wealth – June 2017 Newsletter

All the best,
Emilio and the team at Intergenerational Wealth

 

Tanya Harber No Comments

Intergenerational Wealth – May 2017 Newsletter

May 2017

Welcome to the latest edition of our client newsletter,

Our articles cover a range of topics which we hope you will find interesting. We aim to
keep you informed of changes as they happen, but we also want to provide ideas to help
you live the life you want, now and in the future.

In this edition we discuss Safeguard your ability to pay off your home loan and provide you
with information on Five tax deductions to know about, and Five, four, three… it’s not too
late to get more in super.

If you would like to discuss any of the issues raised in this newsletter, please don’t hesitate
to contact us.

In the meantime stay warm and we hope you enjoy the read.

Intergenerational Wealth – May 2017 Newsletter

All the best,
Emilio, and the team at Intergenerational Wealth

 

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