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…
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



