Welcome to this edition of our quarterly update!
It’s beginning to look and feel like Autumn here in Melbourne. We’ve been making the most of the crisp weather with some lovely weekend trips. Our most recent outing took us to the charming town of Warburton. We enjoyed a loop walk that led us to some stunning spots, and we even spotted two lyrebirds energetically scratching along the path, their delightful song adding a magical touch to our adventure.
In this edition, we spotlight a historic event: the Reserve Bank of Australia’s rate cut in February 2025—the first in five years—and explore its potential impact on your finances. As autumn unfolds, the swift pace of Trump’s agenda continues to surprise globally.
Despite a strong investment year, uncertainties remain, making it crucial to stay invested and embrace a long-term, diversified strategy.
We will also delve into emerging topics like ‘unteritiremt’—or semiretirement. We’ll offer practical insights on balancing work and life as you plan for a more flexible, future-ready retirement strategy.
Happy reading!
Best,
Mark.
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