Financial Planning

Insights Newsletter

Insights is our quarterly newsletter and just part of the service we offer to provide our clients with helpful information for investors on market trends and investment strategies, as well as health and lifestyle articles.

 

Download the latest edition of our Insights Newsletter here. In this issue we look at:

Australian and global sharemarkets got off to a bumpy start in 2008, and the volatility has continued throughout the first half of the year. The situation has been exacerbated by tightness in credit markets and rising interest rates, which have caused tough times for investors and borrowers alike.

In response, we have prepared a comprehensive three-part feature article to help you navigate the current uncertainty in markets. We have included advice on how to avoid the panic and make rational decisions, as well as a guide to understanding what kind of investor you are. In addition, Hans Kunnen, Colonial First State Head of Investment Markets Research, provides an update on local and international markets.

Of course, it wouldn't be a true end of financial year edition if we didn't take a look at the Budget. This article looks at how you can make the most of the changes proposed in the 2008 Budget.

Did you know that super doesn't automatically form part of your estate when you die? Many people are unaware of this, and neglect to make adequate arrangements for their super. However, one document can solve these problems. This article takes a look at death benefit nominations.

 

TIO Financial Planning can help.

If you would like to talk about any of the issues raised in this edition of Insights Contact TIO Financial Planning.

Territory Insurance Office is an Authorised Representative of Financial Wisdom Limited 

ABN 70 006 646 108 AFSL No. 231138