THE ADVISER MONTHLY

VOLUME III. ISSUE 4. APRIL 2023.

Welcome to the April Edition of the Adviser’s Monthly.

As we step into the second quarter of the year, it’s the perfect time to renew our focus on financial well-being and keep working towards achieving our goals. This month is a reminder that it’s never too late to make positive changes in our financial lives, and we’re here to support you in your journey towards financial success.

At Make Work Optional, we remain dedicated to providing you with the tools and resources you need to make informed decisions about your finances. This month’s edition brings you a diverse range of articles, covering everything from protecting your home finances from the “fixed-rate cliff” to mastering the work-life balance. Be inspired by empowering stories of financial transformations, such as one Aussie woman’s mortgage mastery journey and Sharesies co-CEO Brooke Roberts’ rise in the world of finance.

Take the time to explore these articles, which are designed to help you navigate your financial journey with confidence. Remember, our team is always here to assist you with any questions or concerns you may have. We hope that you find this month’s edition both informative and inspiring.

We wish you a prosperous and fulfilling April and look forward to supporting you in your ongoing financial journey.

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PROTECTING YOUR HOME FINANCES FROM THE FIXED-RATE CLIFF: 5 EXPERT INSIGHTS

Treasurer Jim Chalmers has unveiled the much-awaited Federal Budget 2023, outlining key areas that will receive increased funding and the potential impact on taxpayers. From healthcare and aged care to affordable housing and renewable energy, the budget outlines a range of measures aimed at supporting vulnerable groups and modernizing the economy. However, as with any budget, there are winners and losers. Check out our cheat sheet to see where the funding is going and who will be footing the bill.

FROM FINANCIALLY CLUELESS TO MORTGAGE MASTERY: ONE AUSSIE WOMAN’S 200K JOURNEY

Discover the remarkable story of Sandy, a 32-year-old Australian woman who transformed her financial life, paid off half her mortgage, and built an impressive investment portfolio, all within five years. Learn the three crucial lessons she picked up from a life-changing financial education course and how her newfound knowledge has impacted her family, career, and future. Don’t miss this empowering tale of financial success and the importance of financial literacy.

ACHIEVING ZEN IN THE SMALL BUSINESS HUSTLE: MASTERING WORK-LIFE BALANCE

Explore the secret to maintaining a healthy work-life balance as an Aussie small business owner. Learn to recognise the signs of stress and discover practical tips for reclaiming your personal time, without compromising your business success. Embrace the art of juggling work and play for a happier, more fulfilling life.

BABY BUDGET BREAKDOWN: AUSSIE PARENTS’ GUIDE TO FINANCIALLY PREPARING FOR A NEWBORN

Expecting a baby in Australia? Get ready with this comprehensive financial guide detailing the costs involved in welcoming a little one. From setting up your home to health care options, it’ll help you navigate the essential expenses and share tips for saving along the way. Prepare for your baby’s arrival without breaking the bank with our handy breakdown.

CONQUERING FINANCIAL FEARS: STRATEGIES FOR SURVIVING REDUNDANCY IN 2023

Discover how to regain control of your financial future in an age of redundancy and economic uncertainty. Learn the importance of budgeting, preparing for potential job loss, and breaking free from the shame that surrounds financial stress. Empower yourself with practical advice and expert insights to safeguard your finances and embrace a more stable future.

SMASHING IMPOSTER SYNDROME: BROOKE ROBERTS’ JOURNEY TO EMPOWERING WOMEN IN FINANCE

Dive into the inspiring story of Sharesies co-CEO, Brooke Roberts, who overcame imposter syndrome and climbed the finance ladder. Learn from her wisdom as she shares valuable tips on taking charge of your finances and encourages more women to embrace investing. Turn your financial life around with her practical advice, from setting goals to saving for emergencies.

Thought to live by.

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Develop a passion for learning. If you do, you will never cease to grow. And in the world of finance, continuous learning is the key to making better decisions.

KERR NEILSON, AUSTRALIAN BILLIONAIRE INVESTOR AND FOUNDER OF PLATINUM ASSET MANGEMENT

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