As investment advisers we get to discuss many things with clients. As most financial decisions are intertwined with family and personal issues we see how money issues play such an important part in the ongoing wellbeing of investors and families. Interest rates, investment performance and taxation are all in the mix of discussions but one of the biggest concerns clients have is what will happen to their children. Will they be happy? Will they be able to cope? This month we have included an article about raising resilient children. We hope this may resonate with some of you.
The Economist, Shane Oliver looks at how the Ukraine is going to get a lot worse before it gets better and how it will affect world markets. We also take a look at how online fraud is on the increase and some simple things we can do to protect ourselves from this crime.
Speaking of online issues, we look at how you incorporate your digital assets in your estate planning?
Taurus Financial Services Pty Ltd is an Authorised Representative of Synchron AFS Licence #243313 and provides Financial Planning Services in respect of Shares, Managed Investments, Superannuation and Personal Risk Insurance. Synchron is only responsible for the services provided by your Adviser through Taurus Financial Services Pty Ltd. You may also receive services from Taurus Mortgage Services Pty Ltd for Mortgage Origination and Debt Re-Financing, and from Taurus Professional Services Pty Ltd in respect of Banking facilities, Taxation, Estate Planning and Migration Services. Taurus Accounting Services Pty Ltd in respect of Accounting and Taxation Services. Taurus Business Partners in respect of Accounting and Taxation Services. Taurus Migration Consultants Pty Ltd in respect of Migration Services and Hatch & Associates Pty Ltd in respect of Legal Services including Estate Planning and Conveyancing. Synchron is not responsible for advice provided by your Adviser through Taurus Mortgage Services Pty Ltd, Taurus Professional Services Pty Ltd, Taurus Accounting Services Pty Ltd, Taurus Business Partners, Taurus Migration Consultants Pty Ltd, Hatch & Associates Pty Ltd or any other company.
