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Welcome to our first quarterly newsletter for 2023.

With cybercrime on the rise, being 'wary' and 'aware' is key when it comes to staying one step ahead of scammers. Here, we outline different types of scams and some of the signs you should look out for. 

Ensuring your wishes are carried out when you eventually pass away is something that most of us hope will happen, but it’s commonly known that a lot of us don’t have a will or estate plan in place. Explore more here.

In this article, we discuss why being diversified is so important when it comes to your investment portfolio, especially when there is instability in the share market.

If you’re edging closer to retirement, you’re probably considering what different types of pensions are available to you. Find out more about what options may be available.

As we tick over to a new year, most of us have probably made some sort of New Year’s resolution. Having smaller monthly goals might make it easier to keep those promises we make to ourselves and achieve our goals. 

We love to hear from you, so please feel free to contact us with any questions about our articles in this newsletter on (08) 6188 4540 or email clientservices@aspfp.com.au

Kind regards,

Aspire Financial Planners

Protecting yourself from super and investment scams

Super and investment scams target your personal wealth by convincing you to invest in fake schemes and companies. Read more >>>

Estate planning: the essentials

Many of us, naturally, put off thinking about our own mortality. But estate planning – legally laying out what happens to your assets after you’ve gone – can free you up to get on with life. Read more >>>

Finding a good balance

In the same way finding a balanced lifestyle is conducive to good health, finding balance in an investment portfolio gives investors the healthiest chance of achieving their long-term goals. |READMORE

Read more >>>

Retirement pensions in Australia

In this article we look at the different types of retirement pensions available, including some of the areas to consider before choosing one. Read more >>>

Stepping stones to reach your goals

Replacing one big resolution with smaller monthly goals might be key to keeping those promises we make to ourselves and achieving our goals. Read more >>>