NEO Newsletter – December 2021

NEO Newsletter – December 2021

Super news for the new financial year From 1 July 2021, there were some exciting changes to super including an increase to the Super Guarantee amount and an increase to the super contribution caps…. Staying safe from scams If lockdowns and travel bans weren’t...
How to Prepare to be Financially Fit in Retirement

How to Prepare to be Financially Fit in Retirement

One of the most common questions we hear people ask is “how much do I need to have a comfortable retirement without spending all my retirement savings?” The answer is a lot simpler than you may think. It is a basic mathematics equation, specifically: The...
Retiree Spending Patterns

Retiree Spending Patterns

The financial services industry may have underestimated the dramatic fall-off in retiree spending as retirees age, according to our analysis of real-world expenditure data. This is potentially a positive message for retirees and their advisers dealing with the...
Magellan Videos

Magellan Videos

We are pleased to provide a link to a series of short videos produced by Magellan who continue to be a world leader in global investing and funds management. The range of current topics include: – cryptocurrencies & a cashless society – luxury goods...
Our role as your Financial Adviser

Our role as your Financial Adviser

Investment returns are only a small part of the role a financial adviser plays in ensuring your goals and objectives are achieved and maintained. There is no quick fix when seeking financial advice, although significant benefits can be achieved in the short term via...