helpful guides

INVESTMENTS

MANAGED FUNDS – HOW THEY WORKS

A very common investment, so here we thought we’d explain what exactly is a Managed Fund, and its components.

MANAGED FUNDS – DISTRIBUTIONS

Continuing from ‘Managed Funds – How they work’, here’s a detailed look at the distributions that occur with Managed Funds

INCOME SECURITIES

An overview of the different income securities available, some pros and cons of each, and our view on holding some of these investments directly.

TRUST – AN INTRODUCTION

A common structure that can deliver benefits to numerous parties.

ACCOUNTANT VS FINANCIAL PLANNER

Here Matt discusses the common overlapping roles of an accountant and a financial planner.

POPULAR

PLANNING THE PERFECT HOLIDAY

Having done thousands of meetings over a 10 year period one of the most common objectives from our clients is to “Do More Travelling”. It is our hope that this article will offer some tips for those planning an overseas adventure.

HOW TO READ A PERFORMANCE REPORT

One of the most important investment reports you get. Here we go through some of the common mistakes in reading the report & what to really look for.

UNDERSTANDING PERFORMANCE TABLES

The most popular method of demonstrating performance & used for comparison – but let’s have a look at the underlying data!

YOUR MEETINGS WITH US

WHAT HAPPENS IN A REVIEW & WHY DO I NEED ONE?

A review is a fundamental and a recurring event that clients experience. Here we discuss the important areas addressed in a review

WHAT SHOULD I BRING TO A REIVEW?

Best thing to bring to a review is a question!

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Contact Us

ALBURY

02 6042 4000

BOWRAL

02 4861 5992

CANBERRA

02 6181 0400

MELBOURNE

03 8306 1366

NEWSLETTER

Complete Wealth (ABN 53 126 276 131), Rednop Pty Ltd (ABN 23 094 619 673), Advice Systems Pty Ltd & Pratt FT Pty Ltd (ABN 75 416 311 574), Patrick Salinger (ABN 36 338 373 804), (part of The Complete Wealth Group) are authorised representatives and credit representatives of Charter Financial Planning, AFSL and Australian Credit Licensee

© Copyright 2012 Complete Wealth