Connect Newsletter Spring 2020

Welcome to our Spring 2020 Connect newsletter

How to create a values-based, sustainable investment strategy

Creating a sustainable investment strategy requires a different approach to your typical investment plan, says financial adviser Kerryn Shaw.

What are the best investment habits to develop?

The key to successful investing is all about having the right investment habits, says financial adviser James Herriman.

How to evaluate the sustainability of a company

Sustainable investing is on the rise and here to stay. But how do you know if a company is sustainable? Anthony Hill explains.

How to save money during COVID-19 and plan for the future

Despite the doom and gloom, some people are actually spending less and saving more through COVID-19. Maximise the opportunity and put your savings to even better use.

Less for longer: Extension of JobSeeker and JobKeeper Payments

On 21 July 2020 the Government announced a range of proposals to the JobKeeper and JobSeeker Payments as existing arrangements are set to expire in late September 2020. Certain tax concessions to assist businesses were also extended and have been legislated.

Free Financial Advice from a CWM Adviser if you have been affected by COVID

As part of our CWM community initiative and IOOF Community Plan we have allocated some time for our advisers to help those impacted by COVID-19 at no cost.

How will COVID-19 impact sustainable investing?

Sustainable investing has already been on the rise in recent years, however COVID-19 looks set to drive it into the mainstream says financial adviser Anthony Hill.

Why sustainable investing is for everyone

Sustainable investing has become the perfect solution to grow your wealth while also allowing you to invest in companies who are making a positive impact on the world, says financial adviser Kerryn Shaw.

Connect with a CWM adviser - At no cost

As part of our CWM community initiative we have allocated some time for our advisers to help those impacted by COVID-19 at no cost.