Welcome to our first newsletter for 2023.

It was a bumpy ride on the share market in 2022. Here, we explain why market volatility is part and parcel of investing and why you need to pause and look at the bigger picture.

There are many different types of insurance available, and knowing how they work and what they cover can be difficult. Find out how some insurance policies can be affected by tax and what the pros and cons are when you have insurance inside your super.

In our next article, we discuss why being diversified is so important when it comes to your investment portfolio, especially when there is instability in the share market.

With cybercrime on the rise, being 'wary' and 'aware' is key when it comes to staying one step ahead of scammers. Here, we outline different types of scams and some of the signs you should look out for.

As we tick over to a new year, most of us will make some sort of New Year’s resolution. Having smaller monthly goals might make it easier to keep those promises we make to ourselves and achieve our goals.

We love to hear from you, so please feel free to contact us with any questions about our articles in this newsletter on (07) 3343 9228 or email admin@ascentwm.com.au

Kind regards,

Stephen Nielsen

Volatility is here to stay

Volatility is part and parcel of investing so it's important to put it into perspective and look at the full picture when thinking about your wealth, rather than focus on day-to-day market swings. Read full article >>

How is my insurance taxed?

With the cost of living on the rise, it’s more important than ever to have a financial safety net that protects you and your family in case the unexpected happens. Read full article >>

Strategies for long-term investing

Given the inherent volatility of security prices in capital markets, it is useful to remind ourselves of strategies that investors can utilise to meet their investment goals. Read full article >>

Banking and credit scams

How to spot and report scams and protect yourself Read full article >>

Stepping stones to reach your goals

Replacing one big resolution with smaller monthly goals might be key to keeping those promises we make to ourselves and achieving our goals. Read full article >>

IMPORTANT INFORMATION
Ascent Wealth Management Pty Ltd, ATF the Nielsen Family Trust ABN 55 986 954 935 is Corporate Authorised Representative No.326238 of Alliance Wealth Pty Ltd ABN 93 161 647 007, AFSL No. 449221, www.centrepointalliance.com.au/aw.

General Advice Warning
The information on this website has been provided as General Advice. We have not considered your financial circumstances, needs or objectives. You should consider the appropriateness of the advice. You should obtain and consider the relevant Product Disclosure Statement (PDS) and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned on this website.

Whilst all care has been taken in the preparation of the material on this website, it is based on our understanding of current regulatory requirements and laws at the publication date. As these laws are subject to change you should talk to an authorised adviser for the most up to date information. No warranty is given in respect of the information provided and accordingly, neither Alliance Wealth Pty Ltd nor its related entities, employees or representatives accepts responsibility for any loss suffered by any person arising from reliance on this information.

Our practice operates on Yagera and Yugambeh Lands and we pay our respects to the traditional owners, past, present and emerging.

Location
Room 3, Corporate House, Building 6, Garden City Office Park
2404 Logan Road, Eight Mile Plains QLD 4113

Mailing Address
PO Box 6493 Upper Mount Gravatt, QLD 4122
(07) 3343 9228

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