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Our Financial Planning Newsletter - Summer Edition Count Report 106  

 

It has been a challenging year for global share markets and investors, with the European debt crisis, Asian growth profiles and natural disasters all contributing towards continuing volatile times.

This issue of the Count Report promises to be a great read.  It offers informative and insightful commentary on many of the topical issues that we have all been thinking about. 

In our CEO report titled “‘Back to the Future’ for portfolio returns“, Andrew Gale discusses the long term benefits of investing in the share market.  He offers excellent perspective and research to consider.  Andrew also talks about Count’s Retirement Stress Test Simulator, which is designed to assist with the investment needs of pre and post retirees.

Count’s Chairman, Barry Lambert, sheds some light on the CBA proposal and what it will mean to you.

Matthew Sherwood, Head of Investment Research at Perpetual, gives you an update on the turbulent year in the global markets. 

Our case study introduces you to Gold Coast family the Ditchfields.  This thought provoking real life story brings to light the benefits of wealth protection and how important it is. 

The back page article titled “The Seven Deadly Sins of Christmas Spending” encourages you to avoid the common traps of overspending.  It offers some tips to help you get through without that financial hangover on Boxing Day. 

We hope you enjoy reading the Summer issue of the Count Report.  If you would like more information on any of the topics covered, please call us on 03 9886 4822 so that we can speak further.

On behalf of Pollock Financial Planners we would like to wish you a happy, healthy and safe festive season and a prosperous New Year.

We look forward to speaking with you in 2012 and hope to assist you with achieving your financial goals.

Feel free to pass your Count Report on to family members or friends if you think any of the articles in this issue may be applicable to their situation.

 ** CHRISTMAS OFFICE CLOSURE:-

Please note that our office will close at lunchtime on Thursday 22nd December 2011 and will re-open on Monday, 9th January 2012.  We extend our wishes for a very Merry Christmas and a prosperous New Year.

 

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