Tools and resources
Financial advice makes a difference and so does financial literacy. We have created a range of educational tools to help you learn more about your finances and help you plan for your financial future.
About financial advice
See what happens in the financial planning process, what to expect, what you get and how to find a planner to suit your needs.
Case study - financial advice makes a difference
The best way to gain an appreciation for something is to see it in action. We are creating a series of case studies based on some of our client's real life experiences so you can see the difference it has made.
Calculators
We have created a range of calculators that simulate different situations so you can see how different approaches could help you achieve your goals.
Take a look at our range of calculators
Investor update
See the latest information on the Australian index returns, a market update for the past month and a stockwatch segment that provides commentary on a specific stock.
Portfolio watch newsletter
PortfolioWatch is our quarterly magazine for investors. There are articles covering investing, superannuation, retirement planning and estate planning. We will also provide an update of any legislative changes that occur and how they impact investors.
See our past issue of Portfolio watch
10 good advice tips to suceed in today's environment
Worried about the current market volatility and how it could affect you? Understanding how the markets work and some of the basics of investing will help you feel more comfortable with making investment decisions.
Superannuation
Here we give you the facts about super. It's an important investment in your future and whether you are just starting work or considering retirement, there are important points you need to know. It's your money, make sure you understand how it works.
Read more about superannuation
Investing
Fifty per cent of Australians own direct shares and are therefore classified as 'investors'. Maybe you don't have any investments? But if you have a super fund, you have an investment. Understanding investment principles can help you invest your money appropriately which can in turn help you achieve your goals.
Find out more about the basic of investing