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. 


In this edition of The Key, we discuss:

  • Are you on track for your retirement goals?

  • Minimalism

  • Protecting the lifeblood of your business

  • Reading books and your well being



A goals based investment approach isn't focused on beating the market. Its about tailoring your investments to meet your personal goals. We consider a goals based investment approach and how good financial advice can make a real difference with:

- Understanding your money

- Creating new financial goals

- Reviewing your insurance

- Preparing for retirement

Market Highlights - September 2019

- The market rally from December faltered slightly with most equity markets down for the month

- Global shares were down 2.0%

- AUD fell against major currencies

- Property markets continue to rise with some appreciation in Sydney and Melbourne

- The Australian economy grew in line with expectations 

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Our Ultimate Goal is Your Financial Freedom.

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

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