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If your family or
financial circumstances
have changed in recent times, review your will! Your will needs to be up to date to ensure that those who you intend to receive your assets in event of death 'actually' get them.

Bad estate planning can be very costly. Consider seeing a solicitor who can develop a foolproof estate plan that will distribute your estate effectively. Tax effective structures may save you money while you're alive, but could potentially cost your beneficiaries thousands should you die.
Vertex Group Pty Ltd
ABN 35 099 956 402
is an Authorised Representative of GWM Adviser Services Limited
ABN 96 002 071 749

Australian Financial Services Licensee. Registered Office at Level 2, 105-153 Miller Street North Sydney NSW 2060

Dollar Cost Averaging

Dollar Cost Averaging is a disciplined investment technique that can enhance your returns by turning the market's ups and downs to your advantage.

Every time you invest, you are buying 'units', each with a dollar value that goes up and down over time. The same amount of money will buy more units if the price is low and less if the price rises. The dollar cost per unit to you, the investor, will average out over time.

The benefit to you is less worry about the actual share prices or interest rates at any one time. After all you are not investing all your money at that time.