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What Can Be Done About Oversized SoA’s?

What Can Be Done About Oversized SoA’s?

Hayley Knight writes a follow up piece on how advisers might simplify and or shorten their Statement of Advice to make it more client friendly...

Adviser Ratings Profiles Fergus Hardingham

Adviser Ratings Profiles Fergus Hardingham

Our Adviser Profile this week is Fergus Hardingham, a Platinum adviser with 9 reviews and an average customer rating of 99%. Fergus is the Director of FM Financial...

Sam Wallis-Smith

Top answer provided by:Sam Wallis-Smith

Ask an Adviser - Investment Options For Retirement

I am 46 and plan to retire at 60. I would like to plan my finances so that I can retire with adequate income. I currently have around $165K in an industry super fund and...

Does Your Will Protect Your Family's Financial Future?

Does Your Will Protect Your Family's Financial Future?

Protecting our loved ones is something we all care about, but when it comes to financial security, your family may not be as safe as you think.

Retirement Planning Is A Marathon Not A Sprint

Retirement Planning Is A Marathon Not A Sprint

For those who have taken part in a marathon or other endurance sport, you’ll already know that to reach the finish line you need preparation, flexibility and...

Kathryn Fitch

Top answer provided by:Kathryn Fitch

Ask an Adviser: Financial Implications Of Gifting a House

I own a two storey house which I live and I own a single storey investment property. I want to gift my daughter the two storey house which I live and move into the...

Adviser Ratings Profiles Wayne Leggett

Adviser Ratings Profiles Wayne Leggett

Our Adviser Profile this week is Wayne Leggett. A Platinum adviser with 13 reviews and an average customer rating of 98%, Wayne was the inaugural National President of...

The Problem With Statements Of Advice

The Problem With Statements Of Advice

SOA's should be seen as prime real estate. Every single sentence, chart and table needs to be questioned. Does this really need to be here? Pages upon pages of jargon,...

Neil Evans

Top answer provided by:Neil Evans

Cash Flow Tips For Beginners In Small Business

I've been running a small business for a year now but I have trouble keeping a record of my cash flow. Are there any easy cash flow tips for beginners like me?

Time To Switch Banks? Here's How To Do It

Time To Switch Banks? Here's How To Do It

While we all know the benefits of shopping around for better deals on our everyday living expenses like utilities and phone and internet packages, there’s a big one that...

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