THE ADVISER MONTHLY

VOLUME III. ISSUE 3. MARCH 2023.

March Into Financial Success: Learn About Investing, Tackling Inflation, and More:

What You Need to Know

Welcome to the March Edition of the Adviser’s notebook. 

As we move towards the end of Q1, it’s a great time to reflect on your financial goals and assess the progress you’ve made so far. March is all about new beginnings and growth, so why not use this opportunity to take positive steps towards improving your financial health? 

At Make Work Optional, we’re committed to helping you take control of your financial future. We’ve curated a selection of articles that cover a range of financial topics in this month’s edition. These include expert tips for saving money in a challenging economy, insights on being prepared for investment success, and tackling inflation in Australia. You’ll also learn about low-risk investment strategies through ETFs, inspiring stories of resilience and empathy, and maximizing your super contributions for a better future. 

Our team is here to provide you with the resources you need to make informed decisions about your finances. We understand that navigating the world of money management can be daunting, but we’re here to support you every step of the way. Take some time to read through the articles and let us know how we can help you further. 

As always, feel free to contact us with any questions or concerns. We wish you a successful and fulfilling March and look forward to continuing to work with you closely. 

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EXPERT TIPS FOR SAVING MONEY IN A CHALLENGING ECONOMY

With rising interest rates and inflation, saving money in today’s economy can be challenging. This article offers expert tips on how to reduce debts, cut spending, and find ways to save money. You’ll also find answers to common questions, such as how much you should save and how to save on your electricity bill, to help you build your savings and achieve financial security. 

WHY BEING PREPARED IS KEY TO INVESTMENT SUCCESS: WISDOM, TIPS FOR TODAY’S INVESTORS

Investing in today’s rapidly changing world requires a proactive approach to risk management. The unexpected can and will happen, and it’s essential to be prepared. Take a moment to read Morningstar’s article which provides valuable insights and strategies on how to protect your portfolio and navigate market turbulence. 

AU INFLATION: WHAT’S CAUSING IT AND HOW TO TACKLE IT

Inflation in Australia has reached its highest point in over three decades, impacting the economy and people’s lives. This article delves into the causes of inflation, how it affects financial management, and the tools used to tackle it, with insights from industry experts. Gain a comprehensive understanding of Australia’s current price crisis and its implications. 

EXPLORING PASSIVE INCOME THROUGH ETFS: A LOW-RISK INVESTMENT STRATEGY

Are you looking for a safer way to invest and earn a passive income? Exchange Traded Funds (ETFs) have been gaining popularity as a low-risk investment option. Learn what ETFs are, how they work, and the differences between passive and actively managed ETFs. Understand the potential for generating passive income through ETFs, as well as the risks involved and the importance of diversification.

FROM CANCER SURVIVOR TO COMMUNITY SUPPORTER: MACARENA’S INSPIRING JOURNEY

This uplifting tale follows Macarena Erbs, a breast cancer survivor from Chile, who has turned her own journey into a beacon of hope for others. Despite losing her hair during treatment, Macarena now runs her own business and helps others feel beautiful and confident too. Her inspiring story is all about resilience and empathy, making it a true-blue inspiration for anyone going through a tough time.

MAXIMISING YOUR SUPER CONTRIBUTIONS FOR A BETTER FUTURE

Are you looking for ways to optimise your super contributions? If you’re in your retirement sweet spot, you may be doing better than you think. This article provides insights into factors to consider when winding back contributions and how even with less money in your super account, it can still go further than you realise.

Thought to live by.

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We always overestimate the change that will occur in the next two years and underestimate the change that will occur in the next ten. Don’t let yourself be lulled into inaction.” 

BILL GATES, BUSINESS MAGNATE, AUTHOR, INVESTOR, AND PHILANTHROPIST 

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