12 Steps to Christmas – Financial Planning
Welcome to our 12 Steps to Christmas, our guide to advance your financial health by Christmas 2024.
In this month’s edition of the 12 Steps to Christmas, we have a great (and long!) chat with Alex Uszynski from CPB Financial Planning.
Alex and Scott take a look into superannuation and the many benefits to focusing on the growth of your superannuation or investment portfolio.
Gain a little more understanding on voluntary superannuation contributions to minimise tax payable, the importance of reviewing your fund, alternative investment options outside of superannuation, retirement planning and how your superannuation is linked to your estate planning.
Scott throws a few funny curveballs at Alex, displaying Alex’s professional skillset and breadth of knowledge as a trusted Financial Planner you could consider working with.
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Important Information
*The information provided in this article is general in nature and does not take into account your personal circumstances. Since everyone’s personal situation is different, this article should not be taken as advice. Market commentary is based on recent economist reporting and references can be made available upon request.
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