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A falling rate environment - what can investors do? A falling rate environment - what can investors do? A falling rate environment - what can investors do?

by Michael Rees-Evans

When Channel 7 contacted Adviser Ratings to seek out a well qualified financial adviser to talk about falling interest rates, Michael Rees Evans, platinum adviser of Libertas Wealth Consulting, was more than happy to help out. With national coverage…

Adviser Ratings profiles Peter Horsfield Adviser Ratings profiles Peter Horsfield Adviser Ratings profiles Peter Horsfield

by Peter Horsfield

Peter, platinum adviser, has an adviser rating of 98% and a customer rating of 96% from 14 customer reviews with an impressive array of qualifications. Peter works at FMW Financial Planning at St Leonard’s in Sydney.

How a medical start up in the 1970s influenced a financial start up 40 years later? How a medical start up in the 1970s influenced a financial start up 40 years later? How a medical start up in the 1970s influenced a financial start up 40 years later?

by Angus Woods

We all have a reason for doing the things we do. I wanted to share a quick story on certain motivations and influences behind the foundations and principles of Adviser Ratings, Australia’s first independent ratings and review platform for financial…

Using Social Media to Engage with your Clients or Prospective Clients Using Social Media to Engage with your Clients or Prospective Clients Using Social Media to Engage with your Clients or Prospective Clients

by Liam Shorte

I understand that many financial advisers are reluctant to engage in social media in fear of damaging their reputation or getting it wrong. It can all seem to hard but the harsh reality is that Google has taken over as the primary reference point…

When the best advice is NOT to do something When the best advice is NOT to do something When the best advice is NOT to do something

by Christopher Zinn

We normally seek advice about what actions to take but there’s plenty of evidence we might do better by considering what actions we shouldn’t take. And more financial advice or financial education could be focused on what the ancients called the via…

The Real Future of Financial Advice? The Real Future of Financial Advice? The Real Future of Financial Advice?

by Christopher Zinn

The start of a new year is manna for forecasters and the passage of Future of Financial Advice legislation is not immune from such predictions. Given a new assistant treasurer, more Senatorial inquiries into adviser education and even ANZ…

Adviser Ratings profiles Vanessa Woodley Adviser Ratings profiles Vanessa Woodley Adviser Ratings profiles Vanessa Woodley

by Vanessa Woodley

Vanessa, gold adviser, has an adviser rating of 84% and a customer rating of 98% from 5 customer reviews. Vanessa works at Sentinel Wealth Management at Milson's Point in Sydney.

Ask an Adviser - How Much Insurance Should We Have Ask an Adviser - How Much Insurance Should We Have Ask an Adviser - How Much Insurance Should We Have

by Robert Goudie

Katherine from Sydney asked: We are a couple in our 30s with a mortgage, car loan and no kids at this stage. We haven't saved much given our funds were needed to finance other family matters. My husband is in a contract role and I work full…

Happy holidays....and an exciting 2015 ahead Happy holidays....and an exciting 2015 ahead Happy holidays....and an exciting 2015 ahead

by Angus Woods

With this being our last newsletter of 2014, we want to wish everybody a happy holiday break (if you’re having one). To say 2014 was a challenging year for the financial advice profession is an understatement – in fact, in the words of Queen…