Planwell Newsletter

This summer edition of our quarterly newsletter, Your Money Your Future, covers the following:

How to avoid post Christmas credit card debt

As the credit crisis tightens its grip on global financial markets, it’s probably not the best time to be ‘maxing-out’ our credit cards. But with Christmas coming up, the temptation to splurge is greater than at any other time of the year.

Learn the secrets to surviving Christmas financially!

How to weather the Credit Crunch

As turmoil in global financial markets continues, fuelled by the deepening credit
crisis, it’s becoming increasingly difficult for everyday investors to hold their nerve and avoid panic-driven reactions.

Read our easy to understand facts about what is happening and why you should remain optimistic.

First Home Saver Accounts

If you’re about to start saving for your first home, or already putting money
aside for a deposit, you’ll be pleased to know the Federal Government’s First
Home Saver Accounts (FHSAs) initiative commenced on 1 October 2008.

Are you eligible? Does your bank offer it? and more importantly how can it benefit you?

Trauma insurance - the nuts and bolts

Cancer. Stroke. Heart attack. Issues that most of us would prefer not to have to face.

Find out why Trauma could protect you and your family!

View Planwell Summer 09 Newletter (PDF: 204KB)

If you have any questions regarding the topics covered in this article, please contact Planwell head office on 03 5222 2577, and we can arrange a meeting with one of the team.