
How generosity can be part of your financial plan
It’s the season for gifts, sharing meals and spreading cheer. But what if your festive generosity could do more? Giving isn’t just an act of kindness; it can also be a smart financial move.
CHAOS REIGNED across global markets this week as investor concerns became sharply elevated due to the collapse of three small banks in the US and the Credit Suisse crisis that saw the bank bailed out.
However, a closer look at the specific situations shows that investors could be creating connections that aren’t there – meaning, this isn’t a systemic issue likely to lead to widespread system instability.
In short, we’re not facing the next Global Financial Crisis.
Why are the banks failing?
What happens next?
How will the movements impact funds and investors?
AllianceBernstein Chief Investment Officer (Australian Equities) Roy Maslen answers these questions and provides valuable insight into the recent stress in global banking markets in this short video (click here to view).

It’s the season for gifts, sharing meals and spreading cheer. But what if your festive generosity could do more? Giving isn’t just an act of kindness; it can also be a smart financial move.

Inaction can be costly when it comes to building long-term wealth. Whether it’s leaving money in cash, delaying investment decisions or ignoring the power of regular contributions, the financial consequences of sitting still can quietly erode your future goals.
Certe is part of the AZNGA Group. General Advice Warning: The information provided on this webpage is intended to provide general information only and the information has been prepared without taking into account any particular person’s objectives, financial situation or needs. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs. Certe Wealth Protection Pty Ltd (ABN: 31 150 270 278) is a Corporate Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306.
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