Planwell Newsletter – Summer 2023
Welcome to the Summer edition of our client newsletter. After a very late arrival it seems Summer has finally arrived.
After a much needed rest, the whole team is back on deck, ready for a big year ahead.
This quarter we explore:
- Making downsizer contributions into superannuation,
- Five money tips for the Year of the Rabbit, and
- Rising interest rates.
To see the full newsletter, please click here.
We wish you and your family a safe, happy and successful 2023.
All the best,
Planwell Financial Group