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It is a little late, however welcome to our first newsletter for 2022!

In this issue, we'll cover topics including the FIRE movement in retirement along with ways to begin 2022 with a positive mindset.

Firstly, let’s look at comparison websites. We know they can be useful when researching health insurance or home loans, but do you really know how they work?

FIRE investors – what are they? If one of your goals is to retire early, then this article is a must-read.

With the biggest intergenerational wealth transfer set to occur in the next 20 to 30 years, having an estate plan in place is a must if you want your assets to be distributed as per your wishes. 

Customer experience can make or break a business. Some businesses exceed at this while others struggle to get the balance right. If your small business needs some fresh ideas on how to implement a customer service strategy, discover how in this article.  

The past two years have been rather challenging but why not begin the new year on a positive note. Being optimistic can change your outlook on life for the better. Find out more here.

We love to hear from you, so please feel free to contact us with any questions about our articles in this newsletter on 07 5495 8007 or email info@cubeadvice.com.au

Thanks,

Tim

 

N          Tim Rychvalsky - Principal CFP

M          0412 075 013

P          07 5495 8007

F          07 5495 4160

E          info@cubeadvice.com.au

A          Unit 17, Axis Industrial Park, 23-25 Skyreach St

            PO Box 1002, Caboolture QLD 4510

 

www.cubestrategies.com.au

 

Cube Strategic Partners Pty Ltd trading and Cube Strategies  ABN 83 109 371 182

Authorised representative of Cube Financial Services QLD Pty Ltd AFSL 527642

Disclaimer: Any advice contained in this email is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person.  Therefore, before making any decision, you should consider the appropriateness of the advice with regards to those matters.  This email, including any attachments, may contain information that is confidential, commercially sensitive and may be subject to legal privilege.  If you are not the intended recipient you must not read, use, disseminate, distribute or copy any part of this email, disclose its contents to any other party, or take any action in reliance on it.  If you have received this email in error, please contact the sender immediately and delete this email.  Timothy Rychvalsky does not warrant that this email or any attachments are free from viruses or other defects.  Please ensure that you check for viruses and defects prior to opening any attachments.

Using comparison websites

Get the most from comparison websites. Read full article >>

What exactly is the FIRE movement?

In the investment world, FIRE stands for "financial independence retire early". Read on to learn more about the FIRE approach and how you can tailor your saving and spending behaviours to align with your investment goals. Read full article >>

Planning your financial legacy

Beyond accumulating wealth over time, planning your financial legacy is one of the most important aspects of estate planning. With the greatest family wealth transfer set to occur in the next 20 to 30 years, here are a few things investors should consider when planning. Read full article >>

Exceeding expectations: top tips to improve your customer experience and emerge stronger in the year ahead

In 2021, customer experience is king and there are lots of ways you can give yours a boost, writes Jason VandeBoom, Founder and CEO, ActiveCampaign. Read full article >>

Three reasons why thinking optimistically is so important to achieving a positive mindset

It doesn’t matter what you do or where you’re from – optimism is something that can help you in many cases. It’s also good for your health to be optimistic because when you’ve got optimism inside of you, it means that you trust yourself and life in general. Read full article >>