OUR NEWS

The landscape of the Financial Planning industry is often complex and changing. To help keep you informed and gain useful insights, we feature our quarterly newsletter The Key, and our monthly editions of Keeping In Touch and Market Wrap. 

The Key

In this edition:

- 67 is the new 65

- Medicare Levy Surcharge

- Top tips when preparing your will

- Do you need to review your insurance?

Keeping in Touch

Life is expensive and that's not changing. Budget strategies include:

- Review large expenses

- Lifestyle fatigue

- What to do with a budget surplus

Market Wrap

Wrap for July:
- The recovery rally marches on, but with troubles on the horizon

- Major asset class performance

- Currency Market comparisons

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PLM Financial Group Pty Ltd ABN 85 181 475 198 is a Corporate Authorised Representative of Financial Services Partners Pty Ltd, ABN 15 089 512 587 AFSL 237590