Investing with Confidence in 2010

Written on the 15th of March 2010 by Josman Financial Group

Over the last 12 months since March 2009, we have seen the markets turnaround and recover some of the losses suffered through the Global Financial Crisis, this has been a very positive environment for all of our investors with their portfolio’s growing consistently. A key “milestone” for the Australian markets was breaking through the 5000 mark because it signified that we were approximately halfway back to the previous high point of 6,829 – well on the 12th April we actually broke through that mark (albeit for only 1 day)!

Clearly we are only part of the way there, but the overall confidence in the market is starting to return with investors re-entering the markets again.

One of the best ways to “confidently” re-enter the market is by putting your funds into investments that offer “capital protection” allowing you to invest your hard earned money into assets that have the best opportunity of capturing the growth in the markets. Whether it is your Superannuation, Retirement Funds or Wealth Creation Investments, you can protect their long term value, and lock in the market gains as the market recovers thus giving you more security and confidence to invest. North is a product that is allowing our investors to protect all of their investments against any future falls in the markets.

Another form of protection is “protecting your most valuable assets”, your Life and Income against Death and Disability, we have been very active with our clients reviewing their Insurances and making sure they are adequately covered. Over the past 6 months a number of Insurance contracts have been upgraded with new benefits and features along with some reductions in premiums across some client segments, it is possible that we may be able to achieve a better Insurance contract at a better price for you – it is worth reviewing now.

Finally keep an eye out for our “end of financial year” seminars in conjunction with our referral partners to help you make plans for maximising your financial position heading into June. If you have any enquiries regarding protecting your investments, protecting your most valuable assets or your tax planning, please give our office a call to book an appointment.

Ph: 5554 4000