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Vantage
Point
Investor Newsletter
Spring 2009
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| Vantage
Advisory
Level 2/470 St Kilda Rd
Melbourne, VIC 3057
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Dear investor,
Each
quarterly issue of Vantage Point has been designed to provide you with
the understanding to help you achieve your financial goals. We believe
investing 30 minutes of your time will be highly rewarding.
If
you have a friend or colleague that can benefit from being better
informed feel free to forward this newsletter on.
I
trust you will enjoy this edition of Vantage Point. Should you have any
feedback or questions, please do not hesitate to contact me.
Sincerely,
Ron Kucharski
Executive Director - Vantage Advisory
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In
the last few months we have heard a lot of propaganda about
“the green shoots of recovery”, which is easy to
believe when we have witnessed a 51% growth in SP500 from a 12 year low
and 48% growth in Europe’s Dow Jones Stoxx 600.
Are the green shoots of recovery real? Are they sustainable? Are they a
mere illusion that policy makers want us to believe? Or are they only a
wishful thinking that we want to be true?
To learn more click here>
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During
September, we run our Client Satisfaction Survey 2009. We got very
valuable insights from your input and we want to share it with you.
This special report presents some of the highlights the survey and the
actions we are taking to make sure you get the highest quality service.
To learn more click here >
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Many
fund managers are still promoting a buy and hold long term "strategy"
backing themselves up with the basic principles of investing.
Sometimes
it isn’t a bad idea to overlook the basic principles of
investing, because as it turns out they were pretty basic!
To learn more click here >
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It
is commonly accepted that there are few certainties in life. Change,
along with death and taxes, is one of them. As leaders, our ability to
model flexibility in the face of change is fundamental to our ability
to engage our people.
In this article you can examine opportunities to demonstrate and model
leadership in changing times.
To learn more click here>
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The
peak body for mortgage brokers, MFAA, has expelled 1,500 members after
they failed to meet a two year deadline to demonstrate that they had
attained a minimum standard of education.
Now, more than ever, is important to have the peace of mind that you
are dealing with a professional mortgage broker.
To learn more click here >
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Stroke
is Australia’s second largest killer after coronary heart
disease. It kills one in five people within a month and 88% of
survivors live at home and have a disability.
The risk is real, do you know the symptoms? How to respond if you or
your family is having a stroke? Are you protecting yourself and your
family?
To learn more click here >
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Every
investor is unique and his/her investments should be too, that is why
an Individually Managed Account is ideal for those astute investors
that want to be ahead of the herd.
Lo learn more click here >
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In
many ways running’s a lot like investing, for some people it's
hard to get started or keep going again, but knowing that you can count
on someone you can trust along the way definitely helps and the rewards
are endless!
To learn more click here >
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About
Vantage
We are a boutique financial
advisory group that offers wealth-creation solutions across your
investments, taxes and finances, integrating them in a plan that moves
you in the right direction towards your goals.
Vantage is here to strategically help you grow,
protect and enjoy a tax effective income.
Vantage Advisory
Level 2/470 St Kilda Rd
Melbourne, VIC 3057
Ph. 9866 5888
E. info@vantageadvisory.com.au
@. www.vantageadvisory.com.au
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Want to know where to invest next
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Quote
of the Month
"Learn
the art of patience. Apply discipline to your thoughts when they become
anxious over the outcome of a goal. Impatience breeds anxiety, fear,
discouragement and failure.
Patience creates confidence, decisiveness, and a rational outlook, which eventually leads to success."
Anonymous
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a
Special
Offer for your friends and family |
FREE Wealth Check Up valued at over $500
If
you know someone who wants to get organised with their finances,
access to astute investments or advice from an expert on how to build
their wealth, the team at Vantage Advisory would be very happy to help!
Refer
them to one of our friendly staff members and, just for being your
friend, family or colleague, they will get a FREE comprehensive Wealth
Check Up valued at over $500
Just forward our newsletter and ask them to quote your name as a reference to get their FREE Wealth Check Up.
Make a difference in their lives NOW!
*Advice
is provided by Vantage Advisory Pty Ltd, a Corporate Authorised
Representative of Wealthsure Pty Ltd, AFSL 238030
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Limited Time Only - Offer expires 30th November, 2009
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