30 Jun 2023
- Posted by Dejan Pekic BCom DipFP CFP GAICD, Senior Financial Planner
Morning all and we wanted to wish you a wonderful EOFY (End of Financial Year) celebration today.
This is our 33rd EOFY in a row helping clients accelerate their wealth and it has been a good year for Newealth clients who have held and added to their portfolios.
You will discover that performance is well over 10% after all cost over the past 12 months for Newealth clients however we are still below the pre-Ukraine War peak in asset prices.
We expect asset prices to continue to improve but Mr Market is an unreliable fellow and we continue to be prepared to take advantage when he has his next metal snap.
If you have family, friends or colleagues that want financial advice please ask them to contact us and we will work out how best to help.
At Newealth we are always looking to support and promote our clients wherever possible and if you have any ideas or comments, please feel free to email me or to call me on +61 2 9267 2322.