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Latest Financial Planning News
Articles archive
Quarter 1 January - March 2016
Quarter 3 July - September 2015
Quarter 2 April - June 2015
Quarter 1 January - March 2015
Quarter 4 October - December 2014
Quarter 4 of 2014
Articles
We wish all our clients a Merry Christmas,a Happy New Year and a restful holiday
A great overview of investing and good Holiday reading.
The final nail in the coffin for LRBAs?
Market Update – November 2014
Online financial tools your family and friends can use.
Overcoming our behavioural barriers to saving
‘Unintended consequences’ threaten SMSF tax reform
Retirement income: every bit counts
ASFA continues to sound warnings on retirement savings
Market Update - October 2014
The little-known rule with huge implications for self-managed super funds
Grappling with the uncertainties of retirement
Change to ATO decision relevant to SMSF in-house assets
Taking a personal perspective on the global super challenge
Some terms defined - Super & Investment
The perils of market-timing and over-confidence
Market Update – 30th September 2014
Hardly a do-it-yourself job
Super insurance: wide coverage, limited understanding
ASIC eyes SMSF loan sign-off
Redesigning retirement incomes policy - from the ground up
Online financial tools your family and friends can use.

 

Even the young these days should to be increasingly aware of their financial position and ...


.... all can do with a little help to improve their financial literacy and to develop a better understanding of what's needed to attain some longer term financial goals.  You can provide this help by pointing them in the direction of the financial tools on this website.



             


 


These Tools are very comprehensive and allow a user to come and go over time to build and develop their financial 'road map' and understanding of their financial position.  Such tools allow them to adjust to and accommodate all changes of their circumstance during their life, changes such as inheritance, marriage, first job, job change, loss of a job, children, etc.

Budgeting, Debt consolidation, Insurance needs, cash flow analysis, Superannuation, comprehensive reports, and other aspects of financial assistance are all included.

Such tools could well be an important part of their future.  To start simply click on the Financial Tools or Calculators button.

Few know exactly what their true financial position is, do you? The Cash Flow and other financial analysis tools on this site will help monitor such questions and improve financial literacy at the same time.

 


 


Your Financial Planner
 




13th-December-2014
 

Diamond Financial Solutions
Charter Financial Planning Limited ABN 35 002 976 294
Australian Financial Services Licensee Licence number 234665
Principal Address: 750 Collins Street PO Box 2830 Melbourne Victoria 3001
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