My Library : 

Below you will find a list of subject areas and documents which will assist you in your understanding of various aspects of Financial Planning. If there are subjects or topics which you feel would assist our members, please do let us know and we will do our best to add these.

  • Fund Manager Interviews
  • Economic Updates
  • Legislative Updates
  • Tax INFO

General Information:

The Role of an IFA

Investing - Some Fundamentals:

Introduction to Investing
Time and Investing

Investment Fees :

Understanding Fees
Fund Management Fees
Administration Fees
Financial Adviser Fees

Unit Trusts :

Accessing Unit Trusts

Returns & factors that Influence Returns :

How Unit trust price affects returns
Factors that affect Returns
How Your investment affects returns
How Unit Price affects Returns
How Fees affect Returns
Returns on Investments
Risk of Losing Money