Monthly Market-Economic Update & Latest Articles

Capstone releases a monthly market and economic update report. The content of these reports is based on research and analysis conducted by several fund managers utilised by the Quadrant Financial Planning team.

The monthly economic update provides:

  • a snapshot of financial market indices
  • an overview of major economic indicators
  • an overview of upcoming economic events
  • a round-up of economic news and financial market activity
  • an outlook for financial markets

 

We also source a range of educational,financial articles, newsletters and links to what we believe are worthwhile and invaluable

pieces of information for your reading. 

How to Protect your Loved Ones after your gone

February 14 2019.

Centrelink Pension Loans Scheme

March 14 2019.

Money & Life Articles

February 25 2019.

Market Essentials Report

July 2019.

Are We Finally Close To A Resolution to the Trade War?

Are We Finally Close To A Resolution to the Trade War?                                                      Dr Shane Oliver Head of Investment Strategy and Economics and Chief Economist, AMP CapitalSydney, Australia Investors received some good news from the recent G20 meeting in Japan after US President Trump and Chinese President Xi Jinping agreed to a truce in their trade war.

Investing In The Ageing Population

Fenruary 12 2019.

How to Escape the Credit Card Debt Trap

February 15 2019.

What is the ASFA Retirement Standard?

  What is the ASFA Retirement Standard? The ASFA Retirement Standard benchmarks the annual budget needed by Australians to fund either a comfortable or modest standard of living in the post-work years.

Joe Pricsina

Joe Pricsina,Dip (FP),CFP, JP -  is Quadrant Financial Planning’s most Senior Financial Adviser and the newest addition to the firm. Joe has been providing financial advice for over 20 years in the local area. He established and ran a successful financial planning firm (Essential Financial Solutions) for around 15 years in Wodonga providing advice-based solutions to his clients, before joining the team at Quadrant Financial Planning.

Joe is a member of the Tax Practitioners Board (TPB) and the Financial Planning Association (FPA) and holds the highly regarded designation of Certified Financial Planner (CFP) together with being a Justice of the Peace (JP).

Joe provides advice in all areas of Financial Planning and specialises in areas such as Superannuation and SMSF schemes, Centrelink & Aged Care Strategies.

 Click here to view my Adviser Profile

Joe Pricsina,Dip (FP),CFP, JP
Authorised Representative No 275056
Mobile No – 0439 496 789
This email address is being protected from spambots. You need JavaScript enabled to view it.

 

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Quadrant Securities Wodonga Pty Ltd (CAR No. 434366), Neil Evans Financial Services Pty Ltd (CAR No. 343738) are Trading as Quadrant Financial Planning Wodonga and are Corporate Authorised Representatives of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence No. 223135.