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Diego
Director, Senior Accountant, Mortgage Broker and Financial Planner
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Teresa
Office Manager
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Sonia
Self Managed Superfund Specialist
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Shahn
Wealth Management Assistant
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Sophia
Wealth Management Assistant
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Jane
Accounting Clerk
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Madi
Receptionist
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The Impact of Trump’s Second Term on Australia
Donald Trump has officially been sworn in as the 47th President of the United States, marking the start of his second, non-consecutive term. His return to the Oval Office has already brought a flurry of executive orders and policy announcements, many of which echo his "America First" agenda from his first term. Whether you agree with his politics or not, one thing is clear: Trump's leadership often brings significant changes, and this time is no different. Let’s explore what this might mean for Australian investors and financial planning.

When Computers Start Doing Your Homework
Imagine having a personal assistant who could handle all those tedious tasks we often put off - like booking your holiday or arranging your life insurance and wills. That's essentially what AI or Artificial Intelligent agents aim to do, amongst other things. Let’s take a closer look at what they are, their potential impact and what you need to look out for as a consumer. Don't worry if you're not tech-savvy - we'll break it down in simple terms.

The FIRE Movement and Money Management
Happy New Year! I hope this message finds you refreshed and recharged after the holiday season. As we return to our routines, it's the perfect moment to reassess our financial strategies and set fresh goals for 2025. I'm excited to share insights that could reshape your financial outlook for the year ahead. The Financial Independence, Retire Early (FIRE) movement has sparked conversations about financial freedom and life choices, offering a fresh perspective as we step into a new year.

Wishing You a Joyous Holiday Season!
As we approach the end of another year, we want to take a moment to extend our warmest wishes to you and your loved ones. The holiday season is a time for reflection, gratitude, and celebration, and we hope you find joy in the company of family and friends.
Whether you’re enjoying festive traditions, relaxing with a good book, or planning for the New Year, we encourage you to take this time to recharge and unwind.
We also want to inform you that our newsletter will resume in January 2025, bringing you fresh insights, tips, and resources to help you navigate your financial journey in the year ahead.
Thank you for being part of our community. We look forward to reconnecting with you in the New Year, ready to tackle new goals and opportunities together.
From all of us, have a wonderful holiday season and a prosperous New Year!