Category Archives: Latest News

YourLifeChoices Retirement Update

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.

YLC Retirement Update – March2015

Vanguard Diversified Index Funds upgraded by Lonsec

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.

 

Change of Licensee

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.

Latest Money Matters Newsletter – Summer 2013

I have just published my latest quarterly personal finance newsletter, Money Matters.

Money Matters Newsletter – Summer 2013

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.