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Newcastle Financial Planning business GEN X advisers is the first to focus on growing wealth for a generation… GENERATION X.

Our focus allows us to tailor our products and services to support this generation in growing their wealth. Our clients, born between 1961 and 1982, have a very similar way of looking at lifestyle, wealth, family and social issues. A balanced lifestyle is important to GEN X.

We wanted our website to reflect this and hence you will find our pages filled with both work and play.

We hope you enjoy our relaxed and personal approach to introducing our clients to financial planning principles and strategies whilst having a little fun…

Investment Styles – Where the next opportunities lie

Posted by Genx on January 13th, 2010

Not all fund managers are the same. They have different philosophies that they invest by.

Whilst enjoying my family holiday in Newcastle I came across the following article that helps to explain the 2 most common styles as well as an insight as to how they perform at various times in the Economic Clock   …… http://genxadvisers.com.au/economic-time-clock/

AXA’s Chief Investment Officer Mark Dutton looks at how the two main contrasting  ‘styles’ of investing – growth and value – are positioned for the next phase of the recovery

To read the article Click  https://adviser.axa.com.au/idc/groups/public/documents/system/axa_006019.pdf

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Charter Financial Planning Limited ABN 35 002 976 294 Australian Financial Services Licensee, License number 234665 Principal Address: 750 Collins Street PO Box 2830 Melbourne Victoria 3001