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Resources

Resources

These resources are provided for you. We hope they help.

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www.aetmyportfolio.com.au

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Articles

The West Australian, 26th March 2018: 
“Kids need ‘L-plates’ to drive good financial skills” by Julia Schortinghuis
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The West Australian, 10th February 2018:
“Teaching kids to make sense of dollars and cents helps not to take it for granted” by Julia Schortinghuis
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The West Australian, 6th November 2017:
“Neglecting insurance is a big risk” by Julia Schortinghuis
View Article

Managed Account Perspectives:
Volume 1, Issue 2 September 2017
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Financial Standard, Volume 12, Issue 3:
Back to School – What Advisers think of the new education standards
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Nine Finance, 4 June 2017:
Five Financial Planners Give Their Top Piece of Financial Advice
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Education

A Guide To Aged Care 2017/2018
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A Guide To Managing Redundancies 2017/2018
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Understanding Series

The following Understanding Series provide's more information about recommendations and any associated risks. They may assist you to make financial decisions.

Investment Concepts

Tax

Debt Management

Gearing

Superannuation

Self Managed Superannuation

Retirement Income

Social Security

Insurance

Estate Planning

Business Insurance

Older Understanding Series (LegacY)

Podcast

Good Money Habits

with Julia Schortinguis

Has Corona virus turned your financial world upside down? Are you seeking greater financial security so that you can focus on what you really want to do in life ? This podcast marries financial education with tips on how to change your “everyday money habits”. 

With over 20 years experience across financial services I will be exploring the foundations of money and will be bringing in industry experts whom I know and trust to share their wisdom and expertise.

Let’s do this!

Good Money Habits Episode 6: Kids and Money with Kendall Flutey CEO Banqer