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 so there is no need to share your personal details to get access to any of this material.
If you would like to keep in touch please do subscribe (for free) to our email newsletter which is published every Monday morning.
Informed Choice Forms
-Client Agreement Letter
-Confidential Financial Questionnaire
-Risk Profile Questionnaire
Investment Outlook
-Investment Outlook – Q2 2010
-Investment Outlook – Q1 2010
-Investment Outlook – Q4 2009
-Investment Outlook – Q3 2009
-Investment Outlook – Q2 2009
LemonAid Reports
Other documents
-Retail Distribution Review Briefing Note – March 2010
-Budget Report 2010 – Highlights and Analysis from Informed Choice
-Pre-Budget Report 2009 – Highlights and Analysis from Informed Choice
