Happy Easter and welcome to our April newsletter.

In our first article, we explore why rebalancing your investment portfolio regularly is important to ensure you are not overweight in any particular asset class which may impact your long-term financial goals.

We spend approximately one-quarter of our lives in retirement, so planning early can help to provide more peace of mind when you finally retire. We provide four steps to plan for a better retirement.

There is also 8 pearls of wisdom to help you on your investment journey.

Having work at our fingertips with our mobile phones always on hand, it can be difficult to switch off, even when we are on holiday. We’ve provided some tips that can help to ensure you have the relaxing break that you deserve.

We love to hear from you, so please feel free to contact us with any questions about our articles in this newsletter on 08 9388 1404 or email invest@artisanfs.com.au

Kind regards,

Artisan Financial Services

What is portfolio rebalancing?

Just like your car needs a periodic service to stay in tune, here's why you should rebalance your portfolio from time to time. Read full article >>

Four steps to plan for a better retirement

Here is a practical approach to creating a retirement plan that will help enable financial peace of mind. Read full article >>

8 pearls of wisdom for investors

To help you out, we’ve put together a cut out and keep 8-step guide to successful investing. Read full article >>

Leave your cares at home when you travel

It’s not uncommon to arrive back from a holiday more tense than ever, so here are some tips to ensure your break is all you want it to be. Read full article >>

Cyberside Investments Pty Ltd (ACN 085 840 740) trading as Artisan Financial Services holds an Australian Financial Services Licence (AFSL 533530) and is a credit representative of Australian Finance Group Ltd (ACL 389087)

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