HomeOur ApproachOur PeopleFeedbackContact
Our Services
Seminar and Client Briefings
News and Market Updates
Facts and Figures / Calculators
Education Overview
Compliance
Professional Partners
Our Total Service Solution
Life Insurance
Lifestyle Modelling Analysis
Ongoing Services
Consultation
Why Insure Yourself?
Life Statistics
Personal Insurance
Business Insurance
Facts & Figures
Calculators
Tips and Traps
Types of Investment Risk
Diversification
Dividend Imputation
Dollar Cost Averaging
Asset Classes



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

News and Market Updates

In order to keep our clients up to date, we have included this "News and Updates" section. Here, you'll be able to ensure you have the most up to date information available on the markets, legislation, products, as well as any financial planning news that could affect you individually. We will also keep you in touch with what we are doing at Vertex Group to help improve our services to you.


Client Updates
2011 Updates
 September

Market Update September 2011 Market Update September 2011 (600 KB)

 August

Market Update August 2011 Market Update August 2011 (216 KB)

US/Euro Update 2 August 2011 US/Euro Update 2 August 2011 (65 KB)

US/Euro Update 1 August 2011 US/Euro Update 1 August 2011 (31 KB)

 July

Market Update July 2011 Market Update July 2011 (432 KB)

 June

Market Update June 2011 Market Update June 2011 (167 KB)

 May

Market Update May 2011 Market Update May 2011 (537 KB)

 April

Market Update April 2011 Market Update April 2011 (378 KB)

 March

Japan Update March 2011 Japan Update March 2011 (127 KB)

Market Update March 2011 Market Update March 2011 (528 KB)

 February

Market Update February 2011 Market Update February 2011 (131 KB)

 January

Market Update January 2011 Market Update January 2011 (347 KB)


2010 Updates
 December

Market Update December 2010 Market Update December 2010 (77 KB)

 November

Market Update November 2010 Market Update November 2010 (81 KB)

 October

Market Update October 2010 Market Update October 2010 (79 KB)

 September 

Market Update September 2010 Market Update September 2010 (80 KB)

 August 

Market Update August 2010 Market Update August 2010 (129 KB)

 July 

Market Update July 2010 Market Update July 2010 (361 KB)

 June

Market Update June 2010 Market Update June 2010 (61 KB)

 May

Investment Review Outlook May 2010 Investment Review Outlook May 2010 (106 KB)

 April

Investment Review Outlook Vertex April 2010 Investment Review Outlook Vertex April 2010 (120 KB)

 March

Investment Review Outlook Vertex March 2010 Investment Review Outlook Vertex March 2010 (119 KB)

 January

Welcome to 2010 Welcome to 2010 (61 KB)


2009 Updates

02 / 2009 Welcome to 2009 02 / 2009 Welcome to 2009 (60 KB)

03 / 2009 A Historical Perspective 03 / 2009 A Historical Perspective (62 KB)

04 / 2009 Dollar Cost Averaging 04 / 2009 Dollar Cost Averaging (62 KB)

04 / 2009 Dollar Cost Averaging: Myth or Viable Strategy? 04 / 2009 Dollar Cost Averaging: Myth or Viable Strategy? (106 KB)

05 / 2009 Budget Update 05 / 2009 Budget Update (84 KB)

06 / 2009 End of Financial Year Super Contributions Reminder 06 / 2009 End of Financial Year Super Contributions Reminder (48 KB)

07 / 2009 Contributions Cap Reminder 2009-2010 07 / 2009 Contributions Cap Reminder 2009-2010 (38 KB)

07 / 2009 End of Financial Year Market Update 07 / 2009 End of Financial Year Market Update (63 KB)

09 / 2009 Dollar Cost Averaging Follow Up 09 / 2009 Dollar Cost Averaging Follow Up (41 KB)

10 / 2009 - Welcome to our new website 10 / 2009 - Welcome to our new website (65 KB)

11 / 2009 General Investment Update 11 / 2009 General Investment Update (48 KB)

11 / 2009 Investment Update for MLC Clients 11 / 2009 Investment Update for MLC Clients (77 KB)

 

In The Press

Garvan Press Release Garvan Press Release (43 KB)

Corporate Superannuation - A Super Niche Corporate Superannuation - A Super Niche (539 KB)




Archived Updates

Disclaimer
The material shown in this presentation is for general information purposes only. It is not intended to be, nor should it be read as specific personal investment (risk) advice.

Whilst all care is taken in the preparation of this material no warranty is given with respect to the information provided, and accordingly no responsibility for errors or omissions, including responsibility to any person by reason of negligence is accepted by Vertex Group Pty Ltd, GWM Adviser Services Pty Ltd or any member or employee of GWM Adviser Services Pty Ltd.

Before acting on any of the information contained in this presentation you should obtain special advice from a specialist investment (risk) professional, which is appropriate to your specific investment (risk) needs, objectives and financial situation.