In a world of change, it’s important you can conveniently access easy to understand information. This page features regular updates on the latest strategies, the markets, legislation and products. You’ll also have access to financial planning news that could affect you or your business.
Click on a heading to read more about the topic.
Read all about it! Our regular news articles and investment updates are easy to understand, short and include key information that can help you with various elements of retirement planning, superannuation and insurance. To subscribe to our news updates, click here.
To read about the 2018 Federal Budget click below
To read our latest news articles – click here
To review past newsletters, simply click here.
If there is some information you require, that is not included on this page – please feel free to call us and discuss.
+ Market Update Report
Keep up to date up with information available on the markets, legislation, products, as well as any financial planning news that could affect you individually.
Latest market update
|Market Update April 2018|
+ Facts & Figures
Our “Facts and figures” document is regularly updated. This means you have access to the latest rates, conditions and changes to:
- Income Streams
- Social Security
- Aged Care
Latest facts & figures
|Facts & Figures 2017-18|
We understand that sometimes, it’s easier to review information or terminology in your own time, at your own pace. To help you understand a range of investment terms, strategy and polices, we’ve complied the Vertex Group education library.
Please be aware that all the education material attached may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial advice prior to acting on this information.
An insider’s summary of a range of financial topics, what they mean, what they cover and who they are suited for. To learn more about the following topics, click here.
- Understanding Debt Management
- Understanding Retirement Income
- Understanding Social Security
- Understanding Insurance
- Understanding Superannuation
- Understanding Estate Planning
- Understanding Investment Concepts
- Understanding Tax
- Understanding Business Insurance
- Understanding Gearing
- Understanding SMSF (Self Managed Superannuation Funds)
Tips & Traps
With over 25 years’ experience in the financial field, we’ve seen a lot. Here’s a summary of investment do’s and don’ts
Understand a range of risks and identify the risks that may apply to you – so you can protect yourself and your family.
Diversification for investors simply means ‘don’t put all your eggs in one basket’. This enhances the security of a portfolio along with providing consistent long-term performance.
Dividend imputation is the Government’s system of taxing dividends paid by Australian resident companies. How does it work or effect you – Dividend Imputation.
Dollar Cost Averaging
Dollar cost averaging can enhance your returns by turning the market’s ups and downs to your advantage. Dollar Cost Averaging.
What are they and what do they mean? What’s the difference between “Direct Property” and “Listed Property Trust”? Asset Classes.
These calculators and app’s will help you determine your savings, insurance and retirement needs. Discover these resources here.