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.