Useful Documents

Have a read of the publications linked below, they are quite informative and easy to read.

Newsletter - Winter 2009Newsletter - Summer 2009

Newsletter - Winter 2009Newsletter - Spring 2009

Newsletter - Winter 2009Newsletter - Winter 2009

Newsletter - Autumn 2009Newsletter - Autumn 2009

The great bargain funt flyerThe great bargain hunt

A guide to Financial Planning flyerA guide to Financial Planning

A guide to self managed super funds flyerA guide to self managed super fund

 

BlogDont't forget our Blog!

Read our latest ramblings direct from the source.

 

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Vanguard Investments

You would barely credit it now, but nine months ago, investors were staring into the abyss.

Now that confidence is returning, the outlook has changed. In fact, there is a definite air of complacency – something that seemed unthinkable in March, when the global financial system looked to be shot, with US$4,000 billion-plus worth of assets written either down or off, and nowhere near the capital available to repair bank balance sheets.

Budget flyer 2009The Return of Complacency

 

New York Times

An article on rethinking of the types of assets Retirees and Pre-Retirees should be considering. Writen from an American perspective, but imminently transferable to the Australian market.

Contact our office if you would like to learn more on how this may apply to your situation.

Budget flyer 2009For Older Investors, Old Rules May Not Apply

 

The Role of Active Investing in the New Financial Climate

As the global financial crisis takes centre stage in the world
media, the debate about active versus passive management has
once more come to the fore, with both investors and advisers
now questioning the ability of active managers to add value in the
current conditions.

Budget flyer 2009The Value of Active Investing

The latest from the market managers

Below are three of the top fund managers and some of their ideas on what is happening with markets this month.

Oliver's insights 7-5-09Oliver's Insights - 10th December 2009

Perpetual perspective April 2009Perpetual - Perspective November 2009