Charter Financial Planning Limited

Insights – 2019/20 saw poor returns but it could have been much worse

Insights – 2019/20 saw poor returns but it could have been much worse 1631 584 Clare Sanderson

The latest Insights article provides a great summary of the last financial year and attempts to look ahead at what will once again be a very interesting time both domestically and globally.…

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Cipher May 2020

Cipher May 2020 1041 448 Clare Sanderson

While the office is starting to slowly come back into it’s own we have, like many been working remotely during the pandemic crisis.  We thought we’d share with you a…

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Insights – The Lucky Country

Insights – The Lucky Country 1631 584 Clare Sanderson

This article made me glad to say that I do in fact live in The Lucky Country.  I definitely call myself an Australian after living here for well over half…

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Insights – The Magic Money Tree

Insights – The Magic Money Tree 1631 584 Clare Sanderson

Dr Shane Oliver gives his Insights into what’s happening with the massive fiscal stimulus that we are witnessing globally.  The Central bank is supporting the flow of money and credit…

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Insights – Signposts that we can watch for

Insights – Signposts that we can watch for 1631 584 Clare Sanderson

While the sharemarket has plunged by roughly 35% from the February high March saw the market rally from 15-20% but does this mean that we have hit the bottom of…

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Coronavirus Q&A

Coronavirus Q&A 1631 584 Clare Sanderson

Every active fund manager and equity research house that we use is working overtime to consider and act on measures to protect portfolios and add value. They are also in…

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Update on Life Behind Closed Doors

Update on Life Behind Closed Doors 1008 756 Clare Sanderson

We closed the office to the public on Tuesday and most of the staff are now working from home.  Fortunately for our business this is minimally disruptive as our entire…

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Insights – Five Charts on Investing to Keep in Mind

Insights – Five Charts on Investing to Keep in Mind 1631 584 Clare Sanderson

These five charts focus on critical aspects of investing that are insightful in times of market stress: the power of compound interest; don’t get blown off by cyclical swings; the…

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Insights – Coronavirus Update: What to Watch and What Should Investors Do

Insights – Coronavirus Update: What to Watch and What Should Investors Do 1631 584 Clare Sanderson

Key things for investors to bear in mind remain that: share market falls are normal; selling shares after a fall locks in a loss; share pullbacks provide opportunities; and to…

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Insights – The Increasing Spread of Coronavirus

Insights – The Increasing Spread of Coronavirus 1631 584 Clare Sanderson

What we are seeing right now is a global contraction in earnings as a result of containment measures as a response to the Covid 19 virus outbreak.  Whilst this is…

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