Financial Planning Dubbo & Orana

Investing is not just putting your money somewhere and forgetting about it, it’s also understanding why your money is invested the way it is. Equipping your mind to deal with the potential rigors associated with investing allows you to maintain discipline and take advantage of the investment process over the longer term.

If you wish to obtain a detailed explanation of our Investment Philosophy & Process, developed by our financial services licensee, FYG Planners,  please click here to download a copy.

Achieving a Successful Investment Experience – Certainty from Uncertainty explains the fundamentals of modern investment theory and portfolio construction. This is a paper written by the managing director of our financial services licensee, please click here to download a copy.

A detailed analysis of returns achieved by Asset Class Investing portfolios is made each month by our licensee and compiled in our Asset Class Investing Returns Document. These returns are compared against the Asset Class Indexes as well as comparable Actively Managed portfolios. This document provides a valuable understanding of the historical returns achieved by each type of portfolio and how they compare in the differing time frames measured. Please click here to download a copy.


Winning the Loser’s Game: Timeless Strategies for Successful Investing by Charles D. Ellis

The Intelligent Asset Allocator by William J. Bernstein

The Millionaire Next Door: Surprising Secrets of America’s Wealthy by Thomas Stanley & William Danko