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What Can Be Done About Oversized SoA’s?What Can Be Done About Oversized SoA’s?What Can Be Done About Oversized SoA’s?

by Hayley Knight

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...

Does Your Will Protect Your Family's Financial Future?Does Your Will Protect Your Family's Financial Future?Does Your Will Protect Your Family's Financial Future?

by Chris Browne

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.

Ask an Adviser - Investment Options For RetirementAsk an Adviser - Investment Options For RetirementAsk an Adviser - Investment Options For Retirement

by Rajesh from Adelaide

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 my salary is $125K. I own a house which is paid off and have an inves...

Adviser Ratings Profiles Fergus HardinghamAdviser Ratings Profiles Fergus HardinghamAdviser Ratings Profiles Fergus Hardingham

by 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 Solutions, a business he co-founded in 2004, which operates out of Pyrmont ...

Ask an Adviser: Financial Implications Of Gifting a HouseAsk an Adviser: Financial Implications Of Gifting a HouseAsk an Adviser: Financial Implications Of Gifting a House

by Danny F

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 investment property. Will my daughter or me have to pay a gift tax?

Adviser Ratings Profiles Wayne LeggettAdviser Ratings Profiles Wayne LeggettAdviser Ratings Profiles Wayne Leggett

by 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 Association of Financial Advisers (AFA) and regularly appears in me...

Retirement Planning Is A Marathon Not A SprintRetirement Planning Is A Marathon Not A SprintRetirement Planning Is A Marathon Not A Sprint

by Simon Pederson

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 perseverance. In many ways, retirement planning is quite similar.

The Problem With Statements Of AdviceThe Problem With Statements Of AdviceThe Problem With Statements Of Advice

by Hayley Knight

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, repeated disclosure and boring generic graphs clutter the actual advice...

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

by Chris Browne

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 is often overlooked – our bank!