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Adviser Ratings Profiles Michael Rees-EvansAdviser Ratings Profiles Michael Rees-EvansAdviser Ratings Profiles Michael Rees-Evans

by Michael Rees-Evans

Our Adviser Profile this week is Michael Rees-Evans, a Platinum adviser with 12 reviews and an average customer rating of 96%. Michael is Director and Senior Financial Planner with Libertas Wealth Consulting in Sydney.

Ask an Adviser - Binding and Non Binding Super BeneficiariesAsk an Adviser - Binding and Non Binding Super BeneficiariesAsk an Adviser - Binding and Non Binding Super Beneficiaries

by Kellie from Goulburn in NSW

In nominating my super beneficiaries, what is a 'binding' vs 'non-binding' nomination and why do some expire after 3 years and some do not? What about Tax...

Adviser Ratings Profiles Andrew DunbarAdviser Ratings Profiles Andrew DunbarAdviser Ratings Profiles Andrew Dunbar

by Andrew Dunbar

We profile Andrew Dunbar, a Platinum adviser with 13 reviews and an average customer rating of 100%. Andrew is a Director and Senior Financial Planner with Apt Wealth Partners, servicing clients from their Melbourne CBD office.

Insurance: When Your Cover Doesn't Cover YouInsurance: When Your Cover Doesn't Cover YouInsurance: When Your Cover Doesn't Cover You

by Matt Grant

Does your superannuation includes insurance? In many cases, this basic cover is insufficient in terms of quality and quantity. Adviser Matt Grant shares a cautionary tale which could have ended very differently without his intervention.

Good News Story - Finding balance after the GFCGood News Story - Finding balance after the GFCGood News Story - Finding balance after the GFC

by Brendan Stone with Adviser Ratings

Seeking competent, professional financial advice can be beneficial for most regular Australians, and can offer you more than just financial security.

Adviser Ratings Profiles Sean HinsonAdviser Ratings Profiles Sean HinsonAdviser Ratings Profiles Sean Hinson

by Sean Hinson

Our Adviser Profile this week is Sean Hinson, a Gold adviser with 13 reviews and an average customer rating of 99%, Sean services his clients from his firm, Wealth Developers in Mount Gravatt in Brisbane.

Ask an Adviser - Is Setting Up a Family Trust Required to Gift Money?Ask an Adviser - Is Setting Up a Family Trust Required to Gift Money?Ask an Adviser - Is Setting Up a Family Trust Required to Gift Money?

by Elizabeth from Tas

Our elderly mother has a substantial amount of money in her bank account and she would like to gift it to her children. We have been told that she is not able to do this as there is a limit to how much she can give away. Is this true? Or c...

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.