e-Booklets

We have collected below a series of e-Booklets that you may find useful as a brief guide to various topics.

• How to Choose a Financial Planner (Source: Financial Planning Association of Australia)
• Getting the Best Advice - Understanding a CFP (Source: Financial Planning Association of Australia)
• Good Advice is Money Well Spent - A Case Study Booklet (Source: Financial Planning Association of Australia)
• The Trade Off - Understanding Investment Risk (Source: Financial Planning Association of Australia)
• Smarter Super (Source: Financial Planning Association of Australia & ISFA)
• Underinsurance report - understanding the social and economic consequences (Lifewise-NATSEM Feb 2010)

If you would like to explore any of these in more detail or discuss how they could apply to you, please feel welcome to contact us.