OUR SUMMER NEWSLETTER - Amazon S3 · you decide to purchase or vary a financial product, your...
4
Ward Wealth Management Pty Ltd ABN 43 163 064 293 trading as Barker Ward Wealth Management is an Authorised Representative and Credit Representative of Hillross Financial Services Limited, Australian Financial Services Licensee and Australian Credit Licensee Ph. 1800 445 767. Any advice contained in this document is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Before making any decision, you should consider the appropriateness of the advice with regard to those matters. If you decide to purchase or vary a financial product, your advisers, our firm, Hillross Financial Services Limited, its associates and other companies within the AMP Group may receive fees and other benefits, which will be a dollar amount and/or a percentage of either the premium you pay or the value of your investments. Ask us for more details. If you no longer wish to receive direct marketing from us please call us on the number in this document and if you prefer not to receive services information from AMP, you may opt out by contacting AMP on 1300 157 173. To view our privacy policy visit www.hillross.com.au/privacy-policy. Welcome to the latest edition of our client newsletter. Our articles cover a range of topics which we hope you will find interesting. We aim to keep you informed of changes as they happen, but we also want to provide ideas to help you live the life you want – now and in the future. In this edition we discuss some useful ways to potentially avoid waste at Christmas, provide you with some holiday budgeting tips; and, some inspiration for our younger clients on how to potentially bring forward an early retirement! Wishing you a very Merry Christmas from the team at Barker Ward Wealth Management; and, we trust that you and your loved ones will have a wonderful and prosperous year ahead. Warmest Regards, Matt Ward MTaxFinPlan(UNSW) ProfCertSMSF(UA) BCom(UA) DipFP(FPA) DipFMBM(KPE), CFP® FTI GAICD SSA™ Managing Director and Senior Wealth Advisor Barker Ward Wealth Management OUR SUMMER NEWSLETTER Barker Ward Wealth Management 82 Melbourne Street North Adelaide SA 5006 P (08) 8364 3688 F (08) 8364 3686 E [email protected] W www.bwmgroup.com.au
Transcript of OUR SUMMER NEWSLETTER - Amazon S3 · you decide to purchase or vary a financial product, your...
Ward Wealth Management Pty Ltd ABN 43 163 064 293 trading as Barker Ward Wealth Management is an Authorised Representative and Credit Representative of Hillross Financial Services Limited, Australian Financial Services Licensee and Australian Credit Licensee Ph. 1800 445 767. Any advice contained in this document is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Before making any decision, you should consider the appropriateness of the advice with regard to those matters. If you decide to purchase or vary a financial product, your advisers, our firm, Hillross Financial Services Limited, its associates and other companies within the AMP Group may receive fees and other benefits, which will be a dollar amount and/or a percentage of either the premium you pay or the value of your investments. Ask us for more details. If you no longer wish to receive direct marketing from us please call us on the number in this document and if you prefer not to receive services information from AMP, you may opt out by contacting AMP on 1300 157 173. To view our privacy policy visit www.hillross.com.au/privacy-policy.
Welcome to the latest edition of our client newsletter. Our articles cover a range of topics which we hope you will find interesting. We aim to keep you informed of changes as they happen, but we also want to provide ideas to help you live the life you want – now and in the future. In this edition we discuss some useful ways to potentially avoid waste at Christmas, provide you with some holiday budgeting tips; and, some inspiration for our younger clients on how to potentially bring forward an early retirement! Wishing you a very Merry Christmas from the team at Barker Ward Wealth Management; and, we trust that you and your loved ones will have a wonderful and prosperous year ahead. Warmest Regards, Matt Ward MTaxFinPlan(UNSW) ProfCertSMSF(UA) BCom(UA) DipFP(FPA) DipFMBM(KPE), CFP® FTI GAICD SSA™ Managing Director and Senior Wealth Advisor Barker Ward Wealth Management
OUR SUMMER NEWSLETTER
Barker Ward Wealth Management 82 Melbourne Street North Adelaide SA 5006
P (08) 8364 3688 F (08) 8364 3686 E [email protected] W www.bwmgroup.com.au
