
Financial Adviser Blog
The Financial Adviser Blog is your one-stop destination for all things related to personal finance and wealth management.
Packed with valuable tips and tricks, insightful financial information, and expert advice on retirement planning and superannuation, this blog is for anyone looking to take control of their finances and secure their financial future.
Why Choose An Independent Financial Planner?
For discerning families that want to ensure there are no conflicts or biases in the advice they receive, an Independent Financial Planner is the obvious choice.
Retirement Planning - Staying The Course Through Difficult Times
Since we as investors cannot control the fluctuating nature of the stock market, the best we can do is understand it better so we can invest more wisely.
Understanding Financial Risk - Part 3
While it may seem intuitive to spread your investments around, there is some science behind the process. We can diversify our portfolios in a number of ways. Read the article to learn more.
Understanding Financial Risk - Part 2
When we talk about particular asset classes, we refer to a group of investments that fall into the main categories discussed below. You will note that each asset class has different characteristics.
Understanding Financial Risk - Part 1
This blog is the first in a three-part series explaining Financial Risk. In our first article, we will discuss what risk is and how the risk/reward relationship is relevant to your financial situation. Stay tuned for our next two articles to learn more about financial risk.
7 Things To Consider When Writing Your Will
It is important to have a will to save your friends and family a lot of extra stress in the event that you pass away. We have compile a list of things to consider when writing your will.
5 Questions To Ask Your Financial Planner
In Australia there are a number of remuneration structures which exist for Financial Planners. Ensure you are aware of how your Financial Planner gets paid and that they act in your best interests.
Estate Planning may Be Radically Different Beyond July
“How we deal with passing superannuation on the death of one spouse or both spouses requires more thought and requires thinking about ... is it better to use structures like testamentary trust in wills or even skip generations and leave it with adult children or grandchildren?”
Newer SMSF’s Opting For Independent Advisers
That suggests there are significant opportunities for advisers to connect with clients by providing jargon-free advice and educational resources while promoting their specific expertise in areas where there are already advice gaps,” the report said.
The Benefits And Challenges Of A Self Managed Super Fund
Self-managed super funds are just that, self-managed. This allows for an extra level of control over the funds that you wouldn't be afforded with a regular super fund. With a Self Managed Super Fund you are able to take responsibility for the risk profile and investment choices of all of your assets. Read more to see if it is the right choice for you.
9 Questions About Superannuation In Australia, Answered.
Superannuation has existed in Australia since the early 1900's. As our population ages, the rules around your Superannuation change. It is often difficult to keep track of the basics of Super, so we have created this quick guide to answer some of your questions.
5 Tips For Choosing A Super Fund
There are a few things you need to know when choosing a super fund. It is important to do some research and ask around before you commit to your chosen fund.