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SPRL Planning Pty Ltd ATF Portland Planning Trust ABN 83 789 671 326 trading as Quadrant Local
is a Corporate Authorised Representative
of RI Advice Group Pty Ltd
ABN 23 001 774 125 | AFSL 238429

Our news

We release a monthly economic update, a monthly topical article, and a quarterly newsletter.

The monthly economic update takes a look at the latest issues affecting local and international markets.

The monthly topical article looks at different areas of financial advice and provides useful information, including any updates and changes within the financial services industry.

Our quarterly client newsletter keeps you up to date with the current hot topics in the world of financial planning and personal wealth management. Topics can include superannuation, investment, retirement, wealth protection through insurance, redundancy, and estate planning.

Please feel free to share our content with friends and family members.

inTouch Q3 2019

An enjoyable retirement – are you on track? For many people, the decision around when to retire can be one of the most exciting, yet daunting, times of their lives. There are a number of strategies you can employ now, whatever your age, that may help you fulfil your retirement dreams.

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Market Wrap August 2019: Markets rallied on rate cuts

The rally from December has continued into July with most equity markets up for the month. Global shares were up 1.1% and 2.3% in hedged and unhedged terms, respectively.

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Editorial August 2019 – The value of having a financial adviser

Having an appropriate financial plan in place covers more than just investments and insurance. The same goes for a financial adviser – there are some you will just click with, who can help improve your financial future.

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Market Wrap July 2019: Markets rallied on rate cuts

The rally from December lows resumed in June with most equity markets up for the month. Global shares were up 5.9% and 5.3% in hedged and unhedged terms, respectively.

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