December 2023 Newsletter

Welcome to our last Newsletter for 2023.

As Financial Planners we are often asked ‘How much do we need to retire?” You will find quite a good article on this topic attached.

Also, with higher interest rates Negative Gearing has changed over recent times therefore we have included some information on this topic for your interest as well.

Finally, an article on the very challenging area of 'Aged Care Financial Planning' which I think is certainly worth a read.

Wishing you a safe and enjoyable Christmas and a happy and healthy New Year!

Clare Financial Services Pty Ltd is an authorised Representative of Consultum Financial Advisers Pty Ltd, ABN 65 006 373 995, AFSL Number 230323 an Australian Financial Services Licensee, Registered office at Level6, 161 Collins Street Melbourne Vic 3000

This advice may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial and tax and/or legal advice prior to acting on this information. The material contained in this newsletter is based on information received in good faith from sources within the market, and on our understanding of legislation and Government press releases at the date of publication, which are believed to be reliable and accurate. Opinions constitute our judgement at the time of issue and are subject to change.

286 Main North Rd, Clare SA 5453
(08) 8842 2391

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