Tag: Winter 2025
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Staying Steady in Shifting Markets: Your Winter 2025 Update
Hi there, As we settle into winter 2025, it’s a good time to touch base with our quarterly update. Here at Arrowroad Financial Planning, we’ve been busy helping clients meet their 30 June deadlines and welcoming new faces to the Arrowroad family. We’re always grateful for your trust and support, so if you have any…
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Empower Your Financial Future: Dive into the World of Investing (and Discover Free Learning Resources!)
Financial Health, Financial Literacy, Financial Planning, Financial Wellness, Getting Started, Index Investing, Investment Strategies, Personal Finance, Personal GrowthGetting started on your investment journey doesn’t require a fortune or a finance degree. The most important thing is to educate yourself and take those initial steps. Fortunately, there are fantastic resources available to help you build a solid foundation of investment knowledge – and some of them are even free!
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Mercer’s 2024 Market Autopsy: Equities Soar, Property Dips – Navigating the Road Ahead
Active Investing, Economic History, Economic Insights, Financial Literacy, Financial Planning, Financial Stability, Index Investing, Investment Strategies, Market TrendsI. Introduction: Unpacking Mercer’s Annual Investment Roadmap Mercer’s “Periodic Table of Index Returns” stands as a keenly awaited annual publication within the investment community. It offers a clear, visually engaging, and statistically robust summary of how various global asset classes have performed over the preceding year. For investors, this table serves as a valuable tool…
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Navigating Your Financial Journey: Some Real-World Insights
Go beyond the formal documents with real-world insights from your advisor. Understand the “why” behind our processes, from product selection and the true meaning of “independence” to the real value of advice beyond just numbers. Learn about navigating fees, the importance of the advisor-client relationship, and why financial planning is a long-term journey. These are…
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Your Quick Guide to Arrowroad Financial Planning
Get a quick overview of Arrowroad Financial Planning. Understand our services, who provides your advice (Mark Opie, authorised by Platinum Wealth Advisory), how we’re paid (fees & commissions), and our commitment to transparency. This guide highlights key points; see our Comprehensive Guide for full details.
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Understanding Your Financial Journey: A Guide to Our Services and Commitments
Get overview of Arrowroad Financial Planning. Understand our services, who provides your advice (Mark Opie, authorised by Platinum Wealth Advisory), how we’re paid (fees & commissions), and our commitment to transparency.
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