Phone 02 4962 4440
ask@genxadvisers.com.au

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…

Farewell 2009 Financial Year!

Posted by Admin on June 18th, 2009

It has been memorable to say the least!

  • Here is a brief overview of what has happened & how this downturn compares to previous ones:
  • Australian shares are going to post a negative return in excess of 20.00%. For the most part, all sectors performed very poorly and no share market around the world was spared.
  • January & February in particular, saw fear reach epidemic levels. There was the near meltdown of the global banking systems including the failure of Lehman Brothers.

Read the rest of this entry »

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