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Watershed Reports – June 2017

Click the links below to view the latest investment and industry reports from Watershed Funds Management – Australian Share Portfolio Quarterly Report – Emerging Leaders Portfolio Quarterly Report – GEARED Portfolio Yearly Report – Income Portfolio Quarterly Report – International ETF Portfolio Quarterly Report – International Share Portfolio Quarterly Report

Watershed Quarterly Report for December 2015

At Future Planners we utilise the experience and expertise of many specialists in the field of investments to construct the most appropriate portfolio of Shares Fixed Interest Property and Cash depending on each client’s preference and risk profile. With the advantage of our extensive license issued by ASIC we have the ability to use Managed Discretionary Accounts (MDA ) …

Watershed Quarterly Report for December 2015 Read More »

Watershed Quarterly Report for September 2015

At Future Planners we utilise the experience and expertise of many specialists in the field of investments to construct the most appropriate portfolio of Shares Fixed Interest Property and Cash depending on each client’s preference and risk profile. With the advantage of our extensive license issued by ASIC we have the ability to use Managed Discretionary Accounts (MDA ) …

Watershed Quarterly Report for September 2015 Read More »

What is the difference between non-aligned and aligned financial planners?

Looking for more information? Click here to read the ten questions to ask when choosing between an aligned or a non-aligned financial adviser. In this video, Steve and Dianne discuss the advantages of non-aligned financial planners and how they differ to aligned financial planners. You can find out all you need to know about non-aligned …

What is the difference between non-aligned and aligned financial planners? Read More »

Watershed quarterly report for October 2014

At Future Planners we utilise the experience and expertise of many specialists in the field of investments to construct the most appropriate portfolio of Shares Fixed Interest Property and Cash depending on each client’s preference and risk profile. With the advantage of our extensive license issued by ASIC we have the ability to use Managed Discretionary Accounts (MDA ) …

Watershed quarterly report for October 2014 Read More »

It’s all in the Dollar

The Australian share market (red line) has experienced 3 significant bouts of weakness over the past two years, while in an overall upward trend. All have been the result of currency weakness or more correctly, US dollar strength (blue line is the AUD/USD exchange rate). Like the other two dips in May/June 2013 and December/January …

It’s all in the Dollar Read More »

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