CRC Financial Services

Charter Financial Planning

Market News

Market News

Overcoming the Wall of Worry | 12/02/10

2009 was a remarkably good year for investment markets, but many investors missed the opportunities. In this Point of View, AXA’s Chief Investment Officer Mark Dutton explores the ‘wall of worry’ that investors currently face and the associated investment opportunities.

Opportunities in the next phase of recovery | 15/01/10

In this Point of View AXA’s Chief Investment Officer Mark Dutton looks at how the two main contrasting ‘styles’ of investing – growth and value – are positioned for the next phase of the recovery.

Retirement Standards | 02/12/09

The Westpac-ASFA Retirement Standard figures released on 6 November 2009 show the costs for a couple living comfortably in retirement were up by 0.7 per cent in the June 2009 quarter compared to the March 2009 quarter. For those with a comfortable lifestyle in retirement, costs rose by 2.1 per cent from the June 2008 quarter.

What does the rising $A mean for investment markets? | 17/11/09

The soaring $A has reignited the speculation that the $A will reach parity with the $US in the near future.

Why you should invest in International Equities | 19/10/09

Global sharemarkets have rallied strongly since March this year, but for many investors the gains in global equities have been less than the gains in Australian equities.

2009 Budget Summary | 18/05/09

A summarised look into the 2009 budget as announced on 12th May 2009.

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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CRC Financial Services specialise in Financial Planning, Life Insurance, Superannuation and Lending in Hobart, Newtown and Moonah.