The Spring 2025 edition of Prepare for Life, created by Centrepoint Alliance and shared through Prosperon Finance, brings together timely insights to help you plan for the next stage of your financial journey.
This issue covers key topics relevant to individuals and families wanting to strengthen their financial wellbeing:
Inside this issue:
– Your future just got a super boost – are you ready?
– Legacy or liability? Planning a smooth wealth transfer
– Time to clear out your digital cobwebs
Whether you’re planning ahead or protecting what you’ve already built, this issue offers valuable insights you can put into action.
Download the Spring 2025 newsletter →
Disclosure The information contained in this newsletter is of a general nature only and does not take into account your particular objectives, financial situation or needs. You should therefore consider the appropriateness of the advice for your situation before acting on it. You should obtain and consider the relevant Product Disclosure Statement (PDS) and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this publication. This newsletter is a publication of Alliance Wealth Pty Limited (AFSL 449221), Professional Investment Services Pty Ltd (AFSL 234951) and Matrix Planning Solutions Limited (AFSL 238256), wholly owned subsidiaries of Centrepoint Alliance Ltd. While all care has been taken in the preparation of this newsletter, to the maximum extent permitted by law, no warranty is given in respect of the information provided and accordingly, neither Centrepoint Alliance Limited nor its related bodies corporate, employees or agents shall be liable for any loss suffered arising from reliance on this information.