Directions - Autumn 2018

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BankVic Wealth Management // Autumn 2018

Introduction

Welcome to the Autumn edition of our “Directions” newsletter. We hope the start of 2018 has been a prosperous one for you.

In this quarterly update, our Wealth Management team will provide you with some valuable insights and updates to help support your wealth planning needs.

  1. The sudden turn in markets: what happened?
  2. When unexpected illness strikes
  3. Why should you write a will? 

We hope you will find this an interesting read.

Contact us

Our Wealth Management Team welcomes any queries, so please contact us.

Disclaimer

Past performance is not a reliable indicator of future performance. The information and any advice in this publication does not take into account your personal objectives, financial situation or needs and so you should consider its appropriateness having regard to these factors before acting on it. This article may contain material provided directly by third parties and is given in good faith and has been derived from sources believed to be reliable but has not been independently verified. It is important that your personal circumstances are taken into account before making any financial decision and we recommend you seek detailed and specific advice from a suitably qualified adviser before acting on any information or advice in this publication. Any taxation position described in this publication is general and should only be used as a guide. It does not constitute tax advice and is based on current laws and our interpretation. You should consult a registered tax agent for specific tax advice on your circumstances. 6599bv. 04.18 

Sources:

  1. Adapted from the My Design website BT Select, February 2018
  2. Bt Investment Solutions
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