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Want to keep track of your portfolios? The following links provide convenient access to the major portfolio systems used by our clients.





 
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Improving financial literacy is an objective we should all have.
Three Stages of Retirement
Deemed Dividends
When PEG beats the P/E Ratio
Super Debt
5 Billionaire habits…
Market Updates –   July / August 2010
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Save for retirement – 'I am not kidding'
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Debt, Debt and more Debt
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Help your young adult children better understand their financial position.
Reality challenges many super perceptions
Comparing the Japanese and U.S. Bubbles
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Market Updates – May / June 2010
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A very good Budgeting Tool is available on our site.
The need to budget properly has never been more important and will become more so for us all in the future.  The need to improve your financial literacy is equally important.  These Tools are a great help in both areas.

Being able to develop and manage a Budget has always been important to gaining better control of our affairs. Unfortunately, undertaking this task on a regular basis has always been hard, time consuming and, at best, ad-hoc. There have never been any readily available tools to help with this process.

However, the value of completing and managing a budget on an ongoing basis can not be overstated. So to help you gain better control of your affairs we take great pleasure in advising that you can now access and use new budgeting, Superannuation and Tax tools right here on our website.

To start using them simply click on the Calculators or Financial Tools button in the menu bar.

The real beauty of these new tools is that you can use them, leave, and when you come back to keep developing your budget or test some Super strategies the information you entered previously is still there waiting for you. Of course, you need to Register so the system knows which information is yours, just like, say, Internet Banking.

While great for all existing clients some are even starting to have their children and younger staff use these tools so they too can start gaining a better understanding of this important matter.

 

 

 

 

 



22nd-February-2010

Charter Financial Planning, ABN 35 002 976 294, is an Australia Financial Services Licensee, Licensee Number 234 665.
Principal Address: Level 9, 750 Collins Street, Docklands, Vic, 3000.
Charter Financial Planning is a principal member of the Financial Planning Association.
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