Seasons greetings! Here’s to a happy and prosperous 2023

December 21, 2022

End-of-year festivities have snuck up on us! Wishing you and yours a swell Noel and a wonderful new year.

It’s time to dust off that kitsch Christmas t-shirt, deck the halls, and give Bing Crosby a spin.

We hope you have the happiest of holidays and a cracking 2023.

As we all bid adieu to 2022, it’s a great time to reflect on the year past. And to dream up plans for the year ahead.

This year had a few challenges for us all (hello rate rises). So we hope you get to enjoy some well-earned rest, and all the merriment the season has to offer.

We are truly grateful to you, our fabulous clients, for your ongoing support and loyalty. May 2023 bring you opportunities to flourish and thrive.

If you’d like to get the ball rolling on those 2023 financial goals, get in touch. We’d love to help you make them happen!

Disclaimer:  The content of this article is general in nature and is presented for informative purposes. It is not intended to constitute tax or financial advice, whether general or personal nor is it intended to imply any recommendation or opinion about a financial product. It does not take into consideration your personal situation and may not be relevant to circumstances. Before taking any action, consider your own particular circumstances and seek professional advice. This content is protected by copyright laws and various other intellectual property laws. It is not to be modified, reproduced or republished without prior written consent.

Updates

A woman with eyeglasses is reading the current interest rate in a newspaper.
By Dave Barbeler April 30, 2025
Tariff-triggered cuts to interest rates could be just around the corner, with Australian borrowers the likely winners if they come to fruition.
By Dave Barbeler April 30, 2025
There’s a common misconception around offset account home loans that making loan repayments more frequently helps to pay off the balance much sooner. We bust that myth and reveal the real secret to harnessing the power of your offset account.
A beautiful exterior view of a building illuminated with lights.
By Dave Barbeler April 23, 2025
Australians will head to the polls on May 3, and with housing affordability shaping up as a key election issue, we unpack how the two major parties are pledging to help first home buyers.
More Posts