Fisher Investment Australia Guides

The world of investing can seem like a giant maze. Fisher Investments Australia® has developed several informational and educational guides tackling a variety of investing topics. To learn more, simply click on the links below.


Retirement

4 Ways to Avoid Running Out of Money in Retirement

Wholesale investors with a $750,000 portfolio, download The 15-Minute Retirement Plan. Even if you have something else in place right now, it never hurts to review your options!

Get Your Free Guide  

Market Analysis

Franking Credits & Your Portfolio: 5 Things to Know

Diversification can be key to successful investing—could an over-reliance on franking credits be holding you back? Though they may help minimise taxes, there are many nuances to this investment that are important to understand. Get help weighing the pros and cons of franking credits and franked dividends, and see if they have a place in your investment strategy, with this guide for wholesale investors.

Get My Guide  

Retirement

To Investors Who Want to Retire Comfortably

The purpose of this guide is to help you avoid the heartache and regret that can come from making certain financial decisions. Ironically, some of the “blunders” listed in this guide are often what Wall Street and certain money managers are actively selling. Learn ways to avoid making the same mistakes that many others do with this free guide.

Get Your Free Guide  
Man in white button up shirt holding glasses and looking at a newspaper on a coffee table with a cup of coffee on the table

Learn more!

Search All Guides


Retirement

When to Retire: A Quick and Easy Planning Guide

How many times have you wondered, “When will I be able to retire?” Maybe you’re still working and haven’t thought about retirement much, or maybe retirement is right around the corner and you’re simply waiting for the right time to take the next step. No matter your age or where you are in your career, the time to think about your retirement is now.

Get Your Free Guide  

Retirement

Establish Income Streams. Achieve Your Goals. Retire Comfortably.

Do you know how much a comfortable retirement will cost—and how you will pay for it? The Definitive Guide to Retirement Income can help you build a plan for generating the wealth you need to retire the way you want. From defining goals and objectives to establishing sources of income, learn ways to prepare for a financially successful retirement with this free guide.

Get Your Free Guide  

Financial Planning

Uncover 7 Strategies to Help Enhance Your Investments

Pssst! Want to hear a secret? How about seven? From taking risks to planning portfolio withdrawals, explore seven strategies successful retirees used to achieve their dream retirement—so you can achieve yours, too!

Get Your Free Guide  

Retirement

Retirement Planning Is Complicated, These Tips Are Not

Eager to enhance your retirement, but unsure where to start? 99 Retirement Tips from Fisher Investments Australia offers valuable advice from our most successful retirees, so you can take another step towards a fulfilling future. Get guidance on selecting a money manager, finding time for loved ones and ways to maintain, or improve, your lifestyle with this free guide.

Get Your Free Guide