Welcome to our March newsletter

Before we begin, I wish to advise an update to our team. After 35 years as a financial adviser, and a 50 year working career, Steve has finished up from providing active financial advice as of 24 February. His passion for and knowledge of the profession will be missed.

Steve commenced in the advice industry in 1988 and has been practicing in the South Bank precinct since 1996. In providing financial advice, Steve has always put “client’s best interests” first; his characteristic trait being to focus on the person, not just the advice.

Steve intends to remain active in the industry, primarily through investment research, and in connection with many of you who have become, through time, friends. We thank him greatly for the mentoring and guidance he has provided throughout his career and time at MaKe Financial Decisions.

In our first article, we discover ways to help you become a confident investor, even when there is market volatility.

Having insurance should the unthinkable happen is important. Here, we explore income protection insurance – why you may wish to have it and what it covers.

Whether you're nearing retirement or it is still a long way off, having a steady income is important but retirement is more than just money. In this article, we explain other considerations you should factor in for an enjoyable retirement.

With interest rates still rising, reviewing your current home loan is probably high on the agenda. There are many things besides the interest rate that you should consider.

In our last article, find out why helping others doesn't have to be something we only do in times of crisis. When you are faced with the choice of how to react to a situation - take the opportunity to be kind. 

We love to hear from you, so please feel free to contact us with any questions about our articles in this newsletter on 07 3844 3899 or email admin@makefd.com.au

Kind regards,

Mary Kelly