CHOOSE YOUR ADVISER

Vera Gu 
   
Robert Castro
02 8051 3119 admin@eppwm.com
Everest Partners Private Wealth ManagementEverest Partners Private Wealth Management
  • Home
  • About Us
  • Our Services
    • Core Services
      • Financial Planning
      • Superannuation
      • Retirement
      • Investments
      • Finance and Debt Management
      • Risk Insurance
    •  Additional Services
      • Share portfolio management
      • Estate Planning
      • SMSF Advice and Administration
  • Resources
    • Our Diary Notes
    • Our Client Manuals
    • Our Client Newsletter
    • Fact Sheets
    • Financial Calculators
    • Fact Finder & FSG
    • Privacy Policy
    • Financial Services Guide
      • Rob Castro
      • Vera Gu
  • Contact Us

Everest Partners Private Wealth Management

Contact Us

02 8051 3119
admin@eppwm.com
L 36, Gateway Tower, 1 Macquarie Pl. Sydney NSW 2000

Close

Sign up to newsletter

Hi there!

We hope you enjoy reading our content. We would love to notify you when we put new content up on our website.

Subscribe with us today!

Sign up to newsletter
Please leave this blank

July 2017

July 2017

The financial year that has just ended treated investors well. Average share market returns were around 14% - which will have a flow on impact on superannuation benefits as well as have an obvious impact on direct investors into the equity market. In this edition of our newsletter, we don’t just review the past month of share market returns – we have a look at the last five years. We also discuss an interesting phenomenon in the housing markets around Australia. Finally, we discuss the changes to superannuation taking effect from this week – and show you how they may affect you.


The financial year that has just ended treated investors well. Average share market returns were around 14% – which will have a flow on impact on superannuation benefits as well as have an obvious impact on direct investors into the equity market. In this edition of our newsletter, we don’t just review the past month of share market returns – we have a look at the last five years. We also discuss an interesting phenomenon in the housing markets around Australia. Finally, we discuss the changes to superannuation taking effect from this week – and show you how they may affect you.

DOWNLOAD PDF
 
 
All about Super in 2017/2018 Hitting your Superannuation Sweetspot
February 2023
Newsletter

February 2023

December 2022
Newsletter

December 2022

November 2022
Newsletter

November 2022

Contact Us

Contact Us
Please leave this blank

Sign up to newsletter

Sign up to newsletter
Please leave this blank
© Everest Partners Private Wealth Management 2023
ABN 22 603 037 510 | Financial Services Guide | Privacy Policy | Disclaimer

Everest Partners Private Wealth Management Pty Ltd is a corporate authorised representative (1278026) of Crown Wealth Group Pty Ltd (AFSL 494274)


General Advice Warning

All strategies and information provided on this website are general advice only which does not take into consideration any of your personal circumstances. Please arrange an appointment to seek personal financial, legal, credit and/or taxation advice prior to acting on this information.