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Please click here for a daily round up of market news from Australia and overseas, updated each weekday.
We also publish a monthly update of investment markets in Australia and around the world.
The following documents have been produced by the Financial Planning Association to assist you to better understand the financial planning process, and the value of obtaining sound financial advice from a qualified financial planner.
Sleep better at night with the right financial advice - A booklet designed to get you thinking about smart ways to increase your wealth, ensure your family is secure, manage bills and tax, retire comfortably, and even take a holiday every year!
Money well spent - A brochure that sets out key factors in identifying and using a financial adviser, including the role of an adviser, when advice is needed, and tips on how to tell if you're getting good advice.
The trade off - understanding investment risk - 24 page A5 consumer booklet which introduces the concept of risk and explains the different types including mismatch risk, inflation risk, interest rate risk, market risk, etc.
Getting advice - 44-page A6 booklet which includes sections on essential facts about financial advice, choosing an adviser, working with an adviser, assessing whether advice meets consumer needs, and carrying out advice. An ASIC publication prepared with the FPA.
Smarter super – make the most of your retirement - 43 page A5 consumer booklet which introduces the basics of super, types of funds, outlines technical aspects and provides useful tips.
From time to time, we will place articles or information here that we think may be of interest to you. You can click on any of the links below to view articles of interest; but before you do, please remember that the information provided is intended to be of a general nature only. It is not intended to be, nor should it be relied on in place of, personal financial advice. You should always consult a qualified professional who will ascertain your current financial circumstances and your goals before recommending any specific course of action to you. If you would like any further information, please contact us.
May 2008 - A summary of the budget announcements
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