Publications
Financial Services Guide
View, print or download Retirewell's Financial Services Guide
Target Market Determination (TMD) – Managed Discretionary Accounts
Click here to view, print or download this document
Investment Philosophy Statement
View, print or download Retirewell's Investment Philosophy Statement via the following link
Budget Planner
View, print or download Retirewell's Budget Planner via the following link
Estate Planning
Pro Forma A Estate Planning Diagrams
Pro Forma B Estate Planning Fact Finder - Single
Pro Forma C My Will Instructions - Single Person
Pro Forma D Instructions for Preparation of My Enduring Powers of Attorney
Pro Forma E Estate Planning Fact Finder - Couple
Pro Forma F Our Will Instructions - Couple
Pro Forma G Instructions for Preparation of Our Enduring Powers of Attorney
Pro Forma H Dossier for my Executor (and Attorney)
Blog
E-Newsletters
May 2022 - The RBA starts raising rates - how far and how fast? And what does it mean for investors?
March 2022 - War in Ukraine - Implications for Markets and Your Investment Portfolio
December 2021 - OUT with 2021 IN with 2022 – Outlook for Recovery and Markets Looks Very Positive
12/6/2020 - Big Bounce in Shares – But Is It Sustainable?
9/4/2020 - Signposts for a Sharemarket Bottom
3/4/2020 - It's Business as Usual in Unusual Times
16/3/2020 - Coronavirus: Keep Calm and Carry On
16/3/2020 - Coronavirus and the Fall in Sharemarkets
2019 Review + Through the Looking Glass for 2020
7/10/19 - Investment Returns Are Likely to Slow over the Next 5 Years
28/8/19 - Are We Heading for a Recession? What Might it Mean for the Stock Market?
2019-07-31 - The 'New' Pension Loan Scheme - What is it and How Does it Work?
2019-07-31 - Recession in Australia is Unlikely
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20170404-Bet you didn't know this
20170406-History repeats on housing
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