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Fact Sheets
Blog
Meet the Team

Both Shylea Ulrick and Lifestyle Advisers are authorised representatives of AvalonFS AFSL 437518.

The Australian economy and recovery from COVID-19

The shutdown in response to COVID-19 (coronavirus) has wreaked havoc on the economy, but after a period of free-fall we could be beginning to see light at the end of the tunnel.

Diversification - why it matters

Diversification – why it matters now more than ever

If you’re an investor (or considering becoming one), some essentials are important to know, and of these, few are more important than diversification. Diversification is a way of spreading the risk associated with investments, or more simply, not putting all your eggs into one basket.

Thinking about insurance ahead of retirement

Thinking about insurance ahead of retirement

Finding the right level of insurance cover is important when you’re thinking about retirement.

Gifting and financial generosity during coronavirus

Gifting and financial generosity during coronavirus

Are you thinking of giving or lending money to adult children (or other family members) who are in financial hardship?

Preserving retirement savings during COVID-19

Preserving retirement savings during COVID-19

Investment markets globally are experiencing significant volatility as economies around the world try to navigate the unchartered waters of the COVID-19. If you’re approaching retirement this volatility can be a source of anxiety, and it can be difficult to understand what a person can do to protect their nest egg.

Changes to pension drawdown and deeming rates

The Australian Federal Government has proposed two key measures to help retirees and those receiving income support to manage the financial impact of COVID-19.

How investment market volatility could affect your super

You may hear about investment market volatility and think it has nothing to do with you, especially if you don’t own any investments, such as shares.

What the coronavirus stimulus package means for you and the Australian economy

With the COVID-19 coronavirus crippling the Australian economy and affecting livelihoods, the Australian Federal Government has announced a range of measures to support both businesses and individuals.

Holding your nerve – why retirees fear a market plunge

The spread of coronavirus has been followed by some of the biggest plunges in share markets since the global financial crisis (GFC), both here in Australia and around the world.

Learnings for Aussie equities investors

Lockdown measures in Australia have now been put in place, and markets have reacted as the Australian Government has responded to the crisis. For nervous holders of Aussie equities, it’s worth remembering there are two situations to brace portfolios for: the course this pandemic will run, and the inevitable recovery.

Lifestyle Advisers Pty Ltd

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. Both Shylea Ulrick and Lifestyle Advisers Pty Ltd (ABN: 92 134 243 066) are Authorised Representatives of AVALONFS AFSL 437518.

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