Document Library
This page of our website contains links to our most commonly requested documents as well as our client newsletters, Investment Outlook and other reports.
We make these documents freely available to download and do not insist that you share your personal details.
If you would like to keep in touch please consider subscribing (for free) to our personal finance email newsletter which is published every Monday morning.
Informed Choice Forms
-Client Agreement Letter
-Confidential Financial Questionnaire
-Risk Profile Questionnaire
Client Newsletters
-January 2010
-October 2009
-July 2009
-April 2009
-January 2009
Investment Outlook
-Investment Outlook – Q1 2010
-Investment Outlook – Q4 2009
-Investment Outlook – Q3 2009
-Investment Outlook – Q2 2009
-Investment Outlook – Q1 2009
LemonAid Reports
Other documents
-Pre-Budget Report 2009 – Highlights and Analysis from Informed Choice
