Financial Planning News with Geelong Financial Group 

Follow Geelong Financial Group's blogs to keep up-to-date with financial planning news concerning life insurance, TDP, trauma insurance, managed funds, investments, income protection and more. If you have any enquiries regarding financial planning, talk to Geelong Financial Group's Financial Planner, Hugh Sutterby on 03 5229 2048 or email Hugh.

Financial Planning News


September 12, 2011
August Market Review
Please click here to see Colonials August market review.

July 22, 2011
June Market Watch

Please click here to see Colonials June market review.


April 7, 2011
March Market View

March Market View

Please click here for Colonial's March Market View.


March 23, 2011
Self Managed Super Funds Evening

Self Managed Super Funds Evening in Geelong

Have you been thinking about setting up a self managed super fund (SMSF)? Or perhaps wanting to borrow funds to purchase property in your SMSF? Not sure where to start? 

Geelong Financial Group have organised an education evening that will answer all your questions, and include presentations from 3 very well credentialed and experienced presenters. 

Please join us on Wednesday 13th of April starting at 6pm, for information regarding the following 3 areas:

  • SMSF setup
  • Purchasing property in a SMSF
  • Purchasing the right property for your circumstances

Click on the link, read over the attached invite and let us know if you are able to attend. We certainly look forward to catching up with you on the night.

SMSF Seminar Invitation 

Please also feel free to bring along any family or friends that also may be interested, just please advise names and numbers for catering purposes.


February 18, 2011
Retirement Planning

Planning for Retirement

Geelong Financial Group's Financial Planner, Hugh Sutterby, was featured in an article in the Geelong Advertiser recently. In the 'Bill Buster' article Hugh talks about planning for retirement. Read the complete article.

It's a Super Time to Plan for Retirement, Geelong Advertiser



February 16, 2011
January Market Review

January Market Review

Colonial First State January Market Review

Colonial First State's Market Review provides a market overview for the month of January. It looks at each asset sector and provides and index summary on the last page.


December 3, 2010
2010 Financial Review

2010 Financial Review

Here is an article that gives some insight into the thoughts of the RBA with regards to the last interest rate rise, and the likelihood of future rises.

RBA and the Economy

Read Macquarie’s take on the latest RBA interest rate decision and what the future might hold for interest rates.

RBA Update - It's the vibe

2010 Year in Review and Outlook for 2011

You might also be intersted to read an article from Macquarie that provides a brief summary of 2010 and their outlook for 2011.

2010 Year in Review and Outlook for 2011

At Geelong Financial Group we trust all is well and hope everyone has a safe and happy Christmas and New Year.

If there are any issues you wish to discuss please phone Hugh Sutterby at Geelong Financial Group on 03 5229 2048.


October 28, 2010
Financial Planning

Financial Planning

Need some tips on superannuation, property, managed funds and shares? View some easy to read advice on financial planning from Geelong Financial Group or phone Hugh Sutterby on 03 5229 2048.


October 13, 2010
Colonial First State Monthly Market Review September 2010

Colonial First State Monthly Market View Sep 2010

Colonial First State Monthly Market View September 2010

  • Global sharemarkets rallied in September on expectation of another round of monetary stimulus by the US Federal Reserve.
  • Sharemarkets are being helped by a large number of mergers and acquisitions.
  • The global economic outlook remains uncertain but the economic data out in September was broadly better.

September 30, 2010
PIS Timely Tips September 2010

Professional Investment Services Timely Tips September 2010

PIS Timely Tips - September 2010

  • Superannuation can improve the quality of your retirement
  • Sickness doesn't discriminate - income protection
  • Did you know?

August 18, 2010
Professional Investment Services - Successful Investing Issue 3

Professional Investment Services - Successful Investing Issue 3

Successful Investing - Issue 3 2010 

  • Economic Update 
  • Top Up Your Superannuation Tank
  • Why Urbanisation Matters For Investors
  • Income protection insurance
  • Time Is On Your Side

August 15, 2010
Colonial First State Monthly Market View August 2010

Colonial First State Monthly Market View

Colonial First State Monthly Market View August 2010

  • Weaker global macroeconomic outlook
  • Government bond markets
  • Government bond yields
  • Economic overview

Phone Hugh Sutterby at Geelong Financial Group if you wish to meet or discuss any issues.




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