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Client News & Resources

PTWS NEWS & RESOURCES

• PTWS Programs:
  • Strategic Partnership Program
  • Super + Investment Advice Program
• PTWS Fact Sheets:
  • Buy Sell Agreements
  • Executor of a Will - Honour or Curse
  • What is a Family + Discretionary Trust
  • Personal Insurance
  • Insurance - Premiums, Cover & Type
  • Insurance - Process
• Stages of Financial Lifecycle:
  • 20's - Time to get smart with your money
  • 30's & 40's - Ways to organise your finances
  • 50's - Ways to a better retirement
  • 60's - Ways to make your money last
• Investment, Insurance & Financial Articles:
  • Mortgage Reduction Strategy - what the banks don't want you to know
  • Example of Mortgage Reduction Strategy
  • Protecting your Family
  • Self Managed Superannuation Funds (SMSF)
  • Tips to Investing
  • How to use your Super to Buy Property
  • Estate Planning & Testamentary Trusts
• Other Interesting Articles:
  • How to spot an independent adviser

FORMS

• Fact Find - Comprehensive
• Fact Find - SMSF
• Fact Find - Risk Profile
• Fact Find - Personal Insurance
• Fact Find - Business Insurance
• Fact Find - Client Authorisation
• Fact Find - Budget Planner

INVESTMENT PLATFORM LINKS

• IOOF
• Asgard Investor Online
• Colonial First State
• Macquarie
• Colonial Geared Investments
• Leveraged Equities
• Praemium
• HUB 24

OTHER RELEVANT WEBSITES

• PT Property
• PT Partners
• PATRON Financial
• ASIC / FIDO
• Australian Financial Review
• Smart Investor
• Money
• Finance
• AFA
• ASX

Arrange a Free Consultation

PT Wealth Solutions Pty Ltd and its Advisers are all members of the Association of Financial Advisers

3 Albion Street, Harris Park NSW 2150 | info@ptws.com.au | Phone + 61 2 9891 1544 | Fax + 61 2 9891 1744 | ptws.tony

Information published on this website has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this website is General Advice and does not take into account any person's particular investment objectives, financial situation and particular needs.
Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances. Past performance of financial products is no assurance of future performance.
Product Disclosure Statements contain information necessary for you to make a decision whether or not to invest in financial products mentioned on this website. You should also obtain and read this document prior to proceeding with any decision to purchase a financial product.

Platinum Investments (NSW) Pty Ltd ACN 099 247 355 ATF Plat Investment Trust & Torre Family Trust No 2 & Trimac Financial Services Trust ABN 16 698 445 925 t/a PT Wealth Solutions is a Corporate Authorised Representative (No. 001267369) of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL and Australian Credit Licence No. 236523

© 2018 PT Wealth Solutions Pty Ltd