Happy Easter and welcome to our April newsletter

In our first article, we explore why rebalancing your investment portfolio regularly is important to ensure you are not overweight in any particular asset class which may impact your long-term financial goals.

We spend approximately one-quarter of our lives in retirement, so planning early can help to provide more peace of mind when you finally retire.

Here, we outline 8 pearls of wisdom to help you on your investment journey.

Most of us are concerned about the recent cybersecurity breaches but what about financial abuse, do you know what signs to look out for? We explain what financial abuse is and how to recognise the signs.

Having work at our fingertips with our mobile phones always on hand, it can be difficult to switch off, even when we are on holiday. We’ve provided some tips that can help to ensure you have the relaxing break that you deserve.

We love to hear from you, so please feel free to contact us with any questions about our articles in this newsletter on 02 7200 5355 or email admin@scmfp.com.au

Kind regards,

SCM Wealth Management

What is portfolio rebalancing?

Just like your car needs a periodic service to stay in tune, here's why you should rebalance your portfolio from time to time. Read full article >>

Four steps to plan for a better retirement

Here is a practical approach to creating a retirement plan that will help enable financial peace of mind. Read full article >>

8 pearls of wisdom for investors

To help you out, we’ve put together a cut out and keep 8-step guide to successful investing. Read full article >>

How to spot and stop financial abuse

Now that financial abuse is being talked about more openly, it’s important to know how to recognise the signs and where to go for support. Read full article >>

Leave your cares at home when you travel

It’s not uncommon to arrive back from a holiday more tense than ever, so here are some tips to ensure your break is all you want it to be. Read full article >>

SCM Wealth Management Pty Ltd, an SCM Financial Group entity, is an Authorised Representative of Elect Wealth Management Pty Ltd ABN 24 611 404 883 AFSL 499 272, Registered office at Level 2, 917 Riversdale Road, Surrey Hills VIC 3127.

This advice may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial and tax and/or legal advice prior to acting on this information. The material contained in this newsletter is based on information received in good faith from sources within the market, and on our understanding of legislation and Government press releases at the date of publication, which are believed to be reliable and accurate. Opinions constitute our judgement at the time of issue and are subject to change. Neither, the Licensee nor their employees or directors give any warranty of accuracy, nor accept any responsibility for errors or omissions in this email.

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02 7200 5355

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