Financial Planning

Financial Planning Definitions Page

“Macro”

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

Financial Planning
AAA is the highest rating a lender can achieve. The rating is…
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Accumulation fund

Financial Planning
This form of superannuation fund is active when the benefits received come…
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All Ordinaries Accumulation Index

Financial Planning
The movements of all major shares listed on the Australian Stock Exchange…
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All ordinaries index

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

Financial Planning
The technical accounting term for paying off a debt over time or…
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Angel investor

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

Financial Planning
An annuity is a fixed sum paid annually. This is also the…
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Approved deposit fund (ADF)

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

Financial Planning
Spreading your investment total between a number of different asset types such…
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Asset class/ sector

Financial Planning
An asset class is a group of investment opportunities that fall into…
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Asset mix

Financial Planning
The asset mix is the percentage held in each different asset across…
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Average IRR

Financial Planning
The average IRR is the average of the internal rates of return,…
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AWE

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

Financial Planning
AWOTE is a measure of average wages and stands for Average weekly…
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Balanced fund

Financial Planning
A balanced fund is any fund that invests broadly across all asset…
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Basis point

Financial Planning
A basis point is the common measure for financial percentages such as…
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Bear market

Financial Planning
Bear market is the term used when the market is experiencing consistent…
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Benchmark

Financial Planning
A benchmark is usually set by the broad market and broad market…
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Beta

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