Infocus Wealth Management
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February 2021 Newsletter

With the help of this newsletter we hope to keep you updated on what is happening in the financial world today. Welcome to our News Bulletin.


To gift or not to gift? What about your pension?

With Australia’s age pension being subject to an assets and income test, a simple way for part-pensioners to increase their pension payments is to give away some assets.

Health Insurance... Yes or No?

The argument has been waged for many years - do I take out health insurance or do I invest the same amount each year and if I get sick, the money will be available (and it's earning me interest!)?

Economic update February 2021

Within this month’s update, we share with you a snapshot of economic occurrences both nationally and from around the globe.

Do you know a friend or a family member looking to improve their lifestyle? We would love to offer them a FREE initial appointment to explore their current financial position and aspirations.

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Pattinson Financial Services
2 / 11-13 Brookhollow Avenue
Baulkham Hills
NSW 2153
Phone: 02 8850 6888

Pattinson Financial Services

Pattinson Financial Services Pty Ltd ABN 17 121 851 376 is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL and Australian Credit Licence No. 236523. This information is of a general nature only and neither represents nor is intended to be specific advice on any particular matter. Infocus Securities Australia Pty Ltd strongly suggests that no person should act specifically on the basis of the information contained herein but should seek appropriate professional advice based upon their own personal circumstances. This information has been compiled from sources considered to be reliable, but is not guaranteed.