Global equity markets have faced a turbulent month, with Australia being no exception. Since reaching a twelve month high in mid April of 5001.90 points, the S&P/ASX 200 has fallen nearly 14% to a mark just above 4300 as at Friday 21 May 2010. The downward trend has accelerated in the past week and you may be feeling less confident as a result of the uncertainties facing the Euro zone and the impact of proposed government regulatory changes both domestically and abroad. Read more in the link below

16 April 2010 Shares at New Recovery Highs - is it sustainable? Click here to find out more.

Assessing the economic impact of advice

 Posted by: Simon Hoyle, Professional Planner, Nov 5, 2009

Clients of financial planners are significantly better off and save more than people who are not clients, new analysis has found. The analysis, commissioned by the Investment and Financial Services Association of Australia (IFSA) and conducted by KPMG Econtech, has found that financial planners have a very strong positive influence on individuals’ savings habits and patterns. People who are clients of financial planners save, on average, about $2500 a year more than people who are not clients.

In addition, the analysis has found that people who are clients of a financial planner have, on average, savings and investment account balances more than $8000 greater than people who are not clients.

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Matthew Drennan, the General Manager of Zurich Investments gives you simple to understand answers to your questions about the Global Financial Crisis in a short video available here. 

March 2010

Spring Newsletter 2010

Revising the 'Worry List' for Investors

Beginning of 2010 Newsletter