Explore Wealth Management - eNewsletter

Welcome to our first quarterly newsletter for 2010. We hope you all had a great Christmas and New Year, and are settling into 2010.

We are pleased to welcome two new members to our team.

Tim Greaney - Tim has worked in the financial services industry as a Mortgage Consultant since 2003. To further offer value to his clients, Tim has completed his financial planning qualifications and now seeks to provide a more complete financial service to his valued clients.

Hanita Bhana - Hanita joins us with 4 years experience in the financial services industry. As the Executive Assistant to Greg Healey, she will be happy to help you with any queries that you may have.

We hope you enjoy the articles in this newsletter, and we look forward to catching up with you soon.

Your team @ Explore Wealth Management

2010 - An interesting year

With the renewed optimism in financial markets and the reported end of the recent global financial crisis, comes inevitable interest rate rises. Now is the time to think about what impact rate rises may have on your financial situation.

Market snapshot - what’s on the horizon

Since worldwide markets bottomed-out in March 2009, concerted efforts by governments across the globe have resulted in significant market improvements into 2010. Read more about how the new environment is affecting your assets.

Sort out your super this financial year

Before you know it, the end of financial year will be upon us. Now is a great time to focus on some tips and strategies which may be valuable in assisting with your short-term tax, and long-term retirement plans.

Will you have enough money to retire comfortably?

According to the latest AMP Retirement Adequacy Index, over 40% of the Australian workforce is still not saving enough for a comfortable retirement. People aged under 40, female workers and spouses not working full-time are particularly over-represented in this category.

Dollar dazzlers

With a firm grip on her travel budget, Melanie Ball, a travel writer and photographer, explores Australia for dollar-friendly holiday options.

E: admin@explorewealth.com.au
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Greg Healey (ABN 40 903 379 148) trading as Explore Wealth Management is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licence 232706 and Australian Credit Licence 232706
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