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Resources

 


The resources section is for providing you with links to sites where you can find resources to share with your clients ...


These document are on goverment and industry bodies and are here to assist your clients in their investment journey, by providing them with information from respected and trusted sources.
 

  Starting your personal investing

When do you start?
What do you invest in?
How can you invest?
How can you manage risk?
How can you cut costs?
What returns are realistic?
What if the market falls?
Should you borrow to invest?
How to avoid expensive mistakes

  Protecting yourself, your family and your property

Why insurance really matters
Common risks and how to insure against them
How much cover do you need?
How do you get the best cover?
Lots more about insurance

Click here to visit http://www.asic.gov.au

Click here to visit http://www.asic.gov.au

   

  Good advice for peace of mind

A booklet which includes case studies to show the value of professional advice. It is designed to assist in finding a financial planner, preparing the client for the first meeting and getting the most out of it.

 The trade off - understanding investment risk

A booklet which introduces the concept of risk and explains the different types including mismatch risk, inflation risk, interest rate risk, market risk, etc.

Download PDF -  http://www.fpa.asn.au

Download PDF -  http://www.fpa.asn.au

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