Next Generation Financial Planning

Avoid the rush! 🏃‍♂️

Investing in 2022

What's your goal for this year?

For Christmas NGFP has donated to Canteen, Australia's leading youth cancer charity. 😊

Invest in your future and save the planet! 🌍

Are you and your family covered?

Plan a better retirement.

Investing lessons from the pandemic

Socially Responsible Investment portfolio update: I’m pleased to advise that the Lonsec Sustainable Model Portfolios accessible to our clients including myself have all outperformed the benchmark over the 6 months to June 30, with the High Growth, Growth and Balanced portfolios returning 12.18%, 10.20%, and 7.04% respectively over 6 months! These portfolios which became available on two platforms we use for our clients (and as of a week ago, our preferred platform) are available for investment (non super) as well as superannuation and pension funds for retirees. Do Good for the planet and your hip pocket, and contact us now if you would like to know more. 1300 921 327. [email protected].

Quarterly Update - Lonsec Sustainable Managed Portfolios - Lonsec The Sustainable portfolios ended the financial year strongly, comfortably outperforming the strategic benchmark. The portfolios now have a 6-month track record having being launched in December last year and they have outperformed their respective FE Multi-Asset Benchmark Indices over the last 3 and...

With important changes due to take effect from 1st October in the life insurance and income protection space, reviewing or putting in place cover now is more important than ever. If you want to know more, drop us a DM and we will send you a copy of the presentation we are doing this week, or contact us on 1300 921 327, or [email protected].