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Our latest edition of the Planwell Newsletter is again full of great reading. We firstly take stock of the lessons learnt from the GFC, then touch on insurance for females and in particular the issue of underinsurance. Finally we revisit the evergreen salary sacrifice strategy which delivers tax savings and enhanced retirement benefits. Please click here to read more.

Geelong adviser and practice principal Neville Crane, has been awarded both of Charter Financial Planning's coveted excellence awards for 2009. Neville became the first adviser to win both the 'State Adviser of the Year' and also the 'State Value of Advice Award' in the same year......more

Our latest quarterly newsletter provides some great reading. Firstly a timely piece on how to protect your capital in volatile markets, followed by some great articles on Trauma insurance, where to invest your cash, and how dollar cost averaging can enhance your returns through falling markets.

This latest note from economist Shane Oliver looks at the short-term investment cycle and discusses the longer-term trend for shares.

We would like to thank everyone who helped make our annual client seminars a success this year. With over 300 attendees in our 5 seminars across the state, we continue to be impressed by your dedication to your financial future! To those of you who attended thank you, we hope you found them useful and we appreciate your feedback. If you have any specific ideas for future seminars, please let us know.

Following the success of our annual client seminars in Geelong, our Shepparton office will be running a seminar on the evening of Wednesday the 22nd of April.

The seminar will serve as an introduction to our new team in Shepparton, as well as an economic update and then an exciting development in the investment world which allows you to sleep peacefully through these stormy economic times. In particular we will look at  how you can guarantee your current investments whilst still being able to lock in your profits when positive markets return!

If you would like to attend, please contact our Shepparton office on 5822 8000.

This latest Olivers Insight examines the much welcomed rally in share markets over the past month and explores whether it is sustainable.

This summer edition of our quarterly newsletter, Your Money Your Future, covers the following: how to avoid post Christmas credit card debt; how to weather the Credit Crunch; First Home Saver Accounts; and a very interesting article on Trauma insurance - the nuts and bolts.

Earlier this year inflation was a big worry. Now, with inflation fading rapidly around the world, there is more and more talk of deflation. This note looks at the key issues surrounding deflation: What is it? Why could it be a problem? What is driving it? What does it mean for investors? How likely is sustained deflation?