64 Jolimont Street, East Melbourne VIC 3002

Financial Planning News

Videos to help understand financial planning topics.

 

Often watching a short video is a quicker way to understand what can otherwise be quite confusing.  The following titles have just been added to our website and can be accessed at any time and by anyone.

 

In our site's menu you will find a link to our updated range of videos on the following topics.

  1. Women and Wealth Management
  2. Understanding SMSFs
  3. Insurance – Duty of Disclosure
  4. Take the risk management test
  5. Cup of Advice – Inheritance
  6. What can a financial planner do for you?

 

 

   

 

 

 

 

 

Article Date: June 22, 2021


W Marshall & Associates 64 Jolimont Street, East Melbourne VIC 3002

Important: This is not advice. Clients should not act solely on the basis of the material contained in this Commentary. Items herein are general comments only and do not constitute or convey advice per se. Also changes in legislation may occur quickly. We therefore recommend that our formal advice be sought before taking any action. The Commentary is issued as a helpful guide to clients and for their private information. Therefore it should be regarded as confidential and not be made available to any person without our prior approval.