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Financial Health

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Improving financial literacy is an objective we should all have.
Three Stages of Retirement
Deemed Dividends
When PEG beats the P/E Ratio
Super Debt
5 Billionaire habits…
Market Updates –   July / August 2010
Five things to do before interest rates go up.
Save for retirement – 'I am not kidding'
Commodities Boom Hinges on China
Debt, Debt and more Debt
Market Updates –  June / July 2010
Help your young adult children better understand their financial position.
Reality challenges many super perceptions
Comparing the Japanese and U.S. Bubbles
Watch out for overseas investment cons
What is a cash Flow Statement
Market Updates – May / June 2010
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Help your young adult children better understand their financial position.
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By using the tools under the Calculator/Financial Tools button you can show your children how to use the Financial Tools on this site they too can start to gain a better understanding of their financial position, of how to build Budgets and how Super works, even if they're not a client of ours. 

By adding the information required they can begin to understand and test the value of planning, see how budgeting can impact on their life, and how different Superannuation scenarios might work for them.  These Tools are available 24/7. 

All information entered is available when next they login.  This means they can build a very accurate picture of their financial position over time.  Once done then this information is readily available by simply logging back into our site at any time of the day or night.

Having access to such tools is a valuable resource to help manage a financial future. 

Finally, if you have any questions after using this resource then simply ask us as we can help.



25th-June-2010



Charter Financial Planning, ABN 35 002 976 294, is an Australian Financial Services Licensee, Licence Number 234665. Principal Address: Level 9, 750 Collins Street, Docklands, Vic, 3008. Charter Financial Planning is a principal member of the Financial Planning Association.

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