I have just published my latest personal finance newsletter – Money Matters for Autumn 2016. Enjoy.
I have just published my latest personal finance newsletter – Money Matters for Winter 2015. Enjoy.
I have just published my latest personal finance newsletter – Money Matters for Autumn 2015. Enjoy.
The latest Retirement Update from YourLifeChoices has just been issued. It includes an article on Transition to Retirement strategies that I have written for this issue (pages 10-11). I hope you enjoy the Update.
Regular readers of my newsletters will know that I am a strong supporter of the index style of investing and often recommend the Vanguard Diversified Index Funds to help meet my clients wealth accumulation goals.
Therefore I was pleased to learn this week that the research company, Lonsec, have upgraded their rating of the four Vanguard Diversified Index Funds (Conservative, Balanced, Growth and High Growth) to Recommended from Investment Grade.
The ‘Recommended” rating indicates that Lonsec has a strong conviction the financial product can generate risk adjusted returns in line with relevant objectives.
Whilst I don’t like to read too much into Research ratings it is always encouraging to see a good rating for managed funds I often recommend.
After five years at my Keys Street office I have decided to relocate to Cheltenham.
From Monday 11th August the new office address, mailing address and contact details will be:
Suite 4, 10 Station Road
Email: firstname.lastname@example.org (unchanged)
Mobile: 0401 357 071 (unchanged)
Please note that the old office number (03) 9589 1777 will no longer be operating.
I have just published my latest Money Matters Newsletter for Winter 2014.
An excellent initiative being organised by my local Rotary club aimed at people who have an interest in better recognising mental health issues and what actions they should take if faced with a mental health situation.
From today, 18th April 2013, Reserve Financial Consulting is now a Corporate Representative of Dover Financial Services (AFSL 307248).
I am an Authorised Representative of Dover Financial Advisers.
My updated Financial Services Guide is available for download from the home page.
I have just published my latest quarterly personal finance newsletter, Money Matters.
In this Summer 2013 edition I cover several topics including:-
– Tax planning tips for this financial year
– Some of the financial matters to consider if redundancy strikes
– The results of a recent S&P report comparing the results of Active and
Index funds management styles
I hope you find the newsletter interesting. Please feel free to forward
it on to any of your friends who may find it of interest.