In the Media

Stock market volatility – investment and strategy update Oct 2011

Oct 01, 2011

During these volatile times, it is important that you are kept you up to date with events and factors that are affecting investment markets. Please take the time to read this letter and let me know if you have any questions, as I would be happy to discuss...

Centrelink Age Pension entitlement calculator

Sep 25, 2011

I recently came across a website that has a handy Centrelink age pension calculator taking into account your level of financial assets and income. This may be handy if you are already retirement or planning for retirement and would like to assess what your age pension entitlement may be in...

Transition to retirement strategies

Sep 23, 2011

Check out our new website on transition to retirement strategies for those thinking about retirement. The website provides information on the basic retirement planning strategies that you should take into account.

Check out our new DIY Super website

Sep 08, 2011

We have launched our new DIY superannuation website -

Retirement Planner Calculator – ASIC

Aug 20, 2011

ASIC have a consumer website called money smart with lots of helpful information on personal finances. There are also a retirement calculator which can help estimate how much money you may have in retirement from super benefits and Centrelink age pension entitlements. There are also other calculators on the website...

Promo Video – Financial Advice

Aug 14, 2011

We have created a new promotional video on our financial advisory services in Sydney CBD. The link is below: Sydney Financial...

2011 Investment Outlook from Dr Shane Oliver – AMP

Dec 24, 2010

Dr Shane Oliver from AMP has written about his outlook for 2011. In summary:

Our base case is that 2011 will see global growth continue,and this, combined with attractive valuations and easy money, is likely to underpin renewed acceleration in the recovery in shares and other growth-oriented investments.
However, it's often useful to consider potential surprises,particularly...

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