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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.





 
Latest Financial Planning News
 
Hot Issues
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
Five things to do before interest rates go up.
Save for retirement – 'I am not kidding'
Commodities Boom Hinges on China
Debt, Debt and more Debt
Market Updates –  June / July 2010
Help your young adult children better understand their financial position.
Reality challenges many super perceptions
Comparing the Japanese and U.S. Bubbles
Watch out for overseas investment cons
What is a cash Flow Statement
Market Updates – May / June 2010
Articles archive
Quarter 2 April - June 2010
Quarter 1 January - March 2010
Quarter 4 October - December 2009
Quarter 3 July - September 2009
Quarter 2 April - June 2009
Quarter 1 January - March 2009
Quarter 4 October - December 2008
Quarter 3 July - September 2008
Quarter 2 April - June 2008
Quarter 1 January - March 2008
Quarter 4 October - December 2007
Quarter 3 July - September 2007
Quarter 2 April - June 2007
Quarter 1 January - March 2007
Market Updates –  June / July 2010
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Our monthly updates have changed to two PDFs that contain far more information than we'd supplied in the past.  We've made this enhancement due in part to give more detail on the markets and the economy but also to provide you with more help in understanding these tough times.
 
Click here for a Market Report  - June 2010

Click here for an Economic Report - July 2010


 
Source:       Zenith Investment Partners



17th-July-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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