Resources
Client Tools & Resources
At Quest Advisory Group we are all about education and providing top-quality financial planning advice.
Feel free to access the following tools and resources to assist you on your financial journey.
Should you have any questions, please contact us.
Please see listed below some great links that would help you in the future.
MoneySmart:
Factsheets – In-depth analysis of a single topic:
– 2023 Year In Review_Snapshot (January 2024)
– How To End The Financial Year On a High Note_Snapshot (June 2024)
– Mortgage vs Super_Snapshot (January 2023)
– Sustainable Investing On The Rise_Snapshot (February 2023)
– Don’t Short-Change Your Medium-Term Goals_Snapshot (March 2023)
– How Do Interest Rates Affect Your Investments_Snapshot (April 2023)
– The Federal Budget 2023-24 Analysis_Snapshot (May 2023)
– Setting Yourself Up For Success In The New Financial Year_Snapshot (June 2023)
– Will These Super Changes Affect You_Snapshot (July 2023)
– How Iron Ore Plays A Big Part In Our Economy_Snapshot (August 2023)
– Should I Buy Insurance Through My Super?_Snapshot (September 2023)
– A Positive Property Outlook For Some_Snapshot (October 2023)
Please see below the following Quest Documents:
Don’t know what to bring with you, when you come in for an appointment?
QAG – What to bring to your meeting v1.0
Adviser FSG’s:
FSG Synchron Advice_v8.1_Adviser D.Gerson_v8.1
Subscribe to receive updates & insights