End of financial year plus the US election

To our valued clients and friends

Being the end of the financial year we think of maximising tax efficiency which can include topping up super contributions in November we have the American election and the volatility is set to increase from now accordingly.

As always if we can help in any way, please don’t hesitate to reach out.

Cheers from Angus and the team at Hordern Wealth.

Christmas 2023 Wishes

To our valued clients and friends

We would like to take this opportunity to wish you all a very happy and safe Christmas and holiday season, as we reflect upon 2023 and share our hope for 2024. Angus can best be contacted via email until we return later in January – angus@hordernwealth.com

As always, thank you for your ongoing loyalty and support.

Cheers from Angus and the team at Hordern Wealth.

Pre-June 30 Update

To our valued clients and friends

The May budget was pretty much a nonevent however there have been quite a number of announcements concerning super et cetera pre-June 30. The following link from one of our platforms is very comprehensive. There will be something in it that will apply to you.

https://www.northonline.com.au/adviser/insights-and-education/news-and-insights/8-ways-to-optimise-your-EOFY-client-strategies

As always if we can help in any way, please don’t hesitate to reach out.

Cheers from Angus and the team at Hordern Wealth.

What will the Easter Bunny bring?

To our valued clients and friends

Interest rates have paused in April and inflation has slowed marginally, which gives us all hope especially at Easter, this holiest of times. We would like to take this opportunity to wish you all a very happy and peaceful Easter break with your family and friends .

As always if we can help in any way, please don’t hesitate to reach out.

Cheers from Angus and the team at Hordern Wealth.

2022 Christmas Wishes

To our valued clients and friends

We would like to take this opportunity to wish you all a very happy and safe Christmas and holiday season, as we reflect upon 2022 and share our hope for 2023. Angus can best be contacted via email until we return later in January – angus@hordernwealth.com

As always, thank you for your ongoing loyalty and support.

Cheers from Angus and the team at Hordern Wealth.

Budget and Markets – November 2022

To our valued clients and friends,

The new Federal Labour Government released its first budget last week. There weren’t many surprises ( which can be good ). What’s more concerning is what is happening around the world right now. It’s certainly the time to be financially conservative as I fear things will become worse, before they become better.

As always, if we can do anything to help, please don’t hesitate to contact us.

Cheers, Angus & the team

Link to YouTube Video (click video thumbnail below or on the link below)
https://www.youtube.com/watch?v=b_C8KQfqIYQ

Cheers, Angus & the team

 

June 2022 Update

To our valued clients and friends,

It’s the middle of the year already and sadly it has been another very eventful time, all for the wrong reasons. The cost of all this “ quantitative easing “ ( printing of money ) is washing through the system. The legacy of the covid tragedy is still and will continue to cost us all dearly in many ways. Rising costs from supply chain blockages are just one element of this. The ongoing war in Ukraine adds to the human tragedy and resource and supply/energy issues globally. Reserve banks around the world are increasing interest rates to try and control inflation. Investment earnings are consequently adversely affected, but the alternative of leaving money in the bank is not feasible with inflation over 5% already.

We remind you in June of the opportunity to put money into superannuation. The concessional ( tax-deductible ) limit, including your employer’s contribution is $27,500. And the non-concessional ( after-tax ) limit is $110,000.


Link to YouTube Video (click video thumbnail below or on the link below)
https://www.youtube.com/watch?v=b_C8KQfqIYQ
 
As always if we can do anything to help, please don’t hesitate to contact us.
 
Cheers,
Angus & the team

2021 Christmas Wishes

To our valued clients and friends,

We would like to take this opportunity to wish you all a very happy and safe Christmas and holiday season, as we reflect upon 2021 and share our hope for 2022. Angus can best be contacted via email until we return later in January – angus@hordernwealth.com

As always, thank you for your ongoing loyalty and support. 

Cheers from Angus and the team at Hordern Wealth.

Sydney Finally Out of Lockdown!

To our valued clients and friends,

Sydney has just finished a 3 month lockdown and there are more reasons to be positive than negative from a financial and personal perspective. Please listen to Angus’s update for 5 minutes on why you should continue to be invested during these volatile times.

We are planning to close the office a bit earlier this year so please let us know now if there is anything you would like to talk to us about rather than leaving it until December and January.

Cheers,

Angus and the team