Total Wealth Management > News

Newsletter – 4th Oct 2018

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Dear Emma ,

There isn’t a lot to report from the office this month.  We have all been quite busy keeping Rod organised.  Monica is back to work after her recent surgery and is now busy reviewing some old policies and super funds.

For those clients with MLC investment accounts, some of the tax statements still have not been released but the estimated completion date is now showing as the 12th October 2018.  We have been keeping a close eye on the ones who have requested the statements so will email through as soon as we see them released.

Monica has another seminar coming up on Wednesday 24th October 2018 here in the office.  If you or anyone you know would benefit from attending this, please feel free to share the following link and register your attendance:

https://totalwealth.com.au/the-value-of-you

Until next month,

Emma

Newsletter – 7th Sep 2018

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Dear Sir/Madam,

In office news, Monica is still slowly recovering from her recent surgery and whilst not back in the office just yet, she is working a few hours from home.

We survived our 25km walk on Sunday 19th August, finishing it in just on 5 hours! We copped a strong headwind walking along the Brisbane River but otherwise it was a beautiful day! We thank all our supporters who donated to us which goes towards cancer research!

Here is an article that we thought would be of interest, which pretty much summarises how we assist our clients towards their retirement:

https://www.vanguardinvestments.com.au/retail/ret/articles/insights/research-commentary/retirement-and-superannuation/prepare-for-a-secure-retirement.jsp

To finish off this newsletter, we thought we would share a Friday funny video (you might need Facebook to view it):

https://www.facebook.com/GoggleboxAU/videos/1900477006712981/

Until next month,

Emma (Editor)

Newsletter – 10th Aug 2018

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Dear Sir/Madam,

In office news, Rod has returned to work following his hip operation at the end of June. However, Monica is now away on leave following her recent surgery. She is recovering well and will be back on deck in a couple of weeks.

We had a successful Trivia Night in late July to raise funds for our upcoming OneDay to Conquer Cancer 25km Walk, raising just over $400. The walk is happening next Sunday 19th August in Brisbane and myself, Narelle (Rod’s sister), Kerri (Monica’s sister-in-law) and Bec (Monica’s fill-in) will be walking together as a team.

If you would like to support our efforts, any donations will be greatly appreciated. Please see here for more details.

An interesting article that Rod wanted to share with our clients who have children/grandchildren is here – we’re sure you’ll enjoy it.

Until next month,

Emma (Editor)

Newsletter — 2nd July 2018

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Dear Sir/Madam,

Happy New Financial Year!

Hi there!! It’s been a busy few weeks since the last newsletter.

In office news, Monica and Emma took a recent bus trip through the Scenic Rim which was in aid of the Leukaemia Foundation. We enjoyed lots of little stops, including tasting wine and port at the Bunjurgen Estate Vineyard and smelling the roses at Barton’s Rose Farm.

On another note, we would like to invite our clients to a Trivia Night to raise funds for the girls’ team (Monica, Emma, Narelle and Kerri) for our upcoming OneDay to Conquer Cancer 25km Walk which is coming up in mid August. If trivia is your thing, let us know or even better still, get a table of friends together for a fun night of answering all sorts of questions!  The details are:

Date: Friday 20th July

Time: 7pm

Place: South St Club, South St, Ipswich.

RSVP or for more information: call the TWM office 3281 1226.

And for those who were aware, the boss is home resting up and recovering after his operation. Sadly, he can still use the phone and laptop and has been emailing and phoning us constantly!

Until next month,

Emma (Editor)

Newsletter — 12th June 2018

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Dear Emma ,

June is here!!

Hi there!!

Over the last couple of years quite a lot of you have told us about your children, family or friends who are experiencing financial stress caused by too much debt, wrong debt or just daily budgeting issues. Well, we were listening and decided to do something about it.

(Drum roll)……….After much hard work (not by me), I’m pleased to announce that Monica is ready to launch her Budget Fit Workshop. We believe that after taking part in the workshop, participants will be financially fitter, making them better equipped to deal with financial issues we encounter on a daily basis….And its free!!

So if you know anyone who may benefit from this workshop then flick them this email or provide us with their email address and we will send them the invitation directly.

June

Click this link to register your spot at the workshop.

Until next month…

Rod (acting Editor)

Newsletter — 14th May 2018

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Dear Emma ,

Newsletter 14th May 2018

Hi all!  Our newsletter is a little delayed this month as we decided to wait until after our Golf Day.  Our rundown of the event is here – https://totalwealth.com.au/twm-golf-day-saturday-5th-may-2018/

We had a very successful day with perfect weather for the 180 players vying for the $10,000 Hole-in-One.  Unfortunately no one managed to get the ball in the hole even though we had some get very close to it.

We would like to thank all of our clients and sponsors for supporting us once again.  All up we raised just over $3,000 to go towards Team J & J and the Leukaemia Foundation!

We have also included information about the recent Budget which was handed down last week and also some jokes for Mum, following Mother’s Day.  Hope everyone had a lovely Mother’s Day!

Until next time…

Emma (Editor)