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…
2010 Financial Horoscopes
Pulling out the crystal ball is always fraught with danger… So I have closed my eyes and here we go:
ARIES
Australian Shares
The Australian share market still provides a good medium term investment opportunity. Over the past year, companies have taken the opportunity to cut costs and wind back debt levels, which should support profit growth as the economy recovers.
TAURUS
Emerging Markets
Likely to be the key driver of any global economic recovery. It is anticipated that countries like China, India and Indonesia will record strong economic growth in 2010 and beyond.
GEMINI
Developed Markets
Developed economies like the US, Japan and Europe are likely to record positive growth in 2010 after contracting over the past 18 months. To date these countries’ share markets have underperformed developing or emerging markets, and with a return to growth, the company profit outlook should improve and attract investor inflows.
Property or Shares
This is a debate which has been raging for many years. My question is, why can’t it be an ‘AND’ conversation?
They have different characteristics such as level of income paid (some shares don’t pay any income), tenants, franked dividends, depreciation, increased ability to borrow with property etc etc.
One key thing to be aware of is that they tend to ‘boom’ at different times in the economic cycle http://genxadvisers.com.au/economic-time-clock/
So why not have both in your investment or retirement portfolio?
There is also many types of shares and property: residential, commercial, industrial, resources, industrials, small caps etc.
Today I wanted to focus on some recent results being released on residential property.
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



