Financial Planning Definitions

Macroeconomics is the study of large scale economic factors, their aggregates, and…

AAA is the highest rating a lender can achieve. The rating is…

This form of superannuation fund is active when the benefits received come…

The movements of all major shares listed on the Australian Stock Exchange…

This measures the movements of 250 Australian companies. It is run by…

The technical accounting term for paying off a debt over time or…

Any wealthy individual who puts a good amount of their own funds…

An annuity is a fixed sum paid annually. This is also the…

When someone’s eligible termination payment (ETP) is “rolled over” into a new…

Spreading your investment total between a number of different asset types such…

An asset class is a group of investment opportunities that fall into…

The asset mix is the percentage held in each different asset across…

The average IRR is the average of the internal rates of return,…

AWE stands for average weekly earnings. This term may be used by…

AWOTE is a measure of average wages and stands for Average weekly…

A balanced fund is any fund that invests broadly across all asset…

A basis point is the common measure for financial percentages such as…

Bear market is the term used when the market is experiencing consistent…

A benchmark is usually set by the broad market and broad market…

When compared to the market as a whole, the measure of the…