It is no surprise that last night’s Budget had a significant focus on easing the cost of living and addressing challenges of a slowing economy. The healthcare system also received a boost and there were some wins for small business.
How to set yourself up for retirement
Being fed up with work is not a good enough reason to retire. It can lead to irrational decisions. You really need a clear picture of what you want your lifestyle to look like in retirement. Once you know what you want we can identify the cost and what you need to do to make it happen.
Ipswich Principal and Financial Planner Nat Webb has a special interest in setting people up for retirement. He loves to uncover financial opportunities and to see his clients achieve financial milestones. Here are some of his top tips.
Mastering your money: a ticket to freedom
If managing money feels daunting you are not alone. It’s one of the main reasons people come to see us for financial planning advice. Often clients arrive feeling overwhelmed about how to deal with their finances. This was the case for Claire. Aged 55 and recently divorced Claire had no experience in handling money. She was fraught with fear for her future and didn’t know what to do.
SUPPORTING THE FORTNUM FOUNDATION: MARCH 2023 UPDATE
In partnership with the Fortnum Foundation, Dobbrick Financial Services proudly sponsors an organisation called Love Mercy Australia. Love Mercy exists to empower communities in northern Uganda to overcome poverty caused by the horrors of war. Their vision is to see communities in northern Uganda thriving independently, by increasing access to health care, clean water, food security and income generation.
It is very satisfying to see these projects having impact on the ground. Here is an update on their progress..
How a financial plan can change your life
Financial planning is ultimately a story about people and lifestyle. The truth is that if you get on top of your financial situation will be empowered with choice – to do the things you want to do on this short time we have on the planet! A financial planner can help you set some goals and come up with a realistic strategy for achieving them.
