by Jodie Douglas
Earlier this year adviser Jodie Douglas discovered it was time to find a new partner for her advice practice. Jodie wanted a partner who she felt aligned with her values and was well equipped and excited to support her team on their journey to shape…
by Clinton in Umina Beach
Are we better to sell our large investment property and buy two smaller properties instead - so the negative gearing opportunities are better?
by Paul Giordano
Our Adviser Profile this week is Paul Giordano. Paul is a Platinum adviser with 13 client reviews with an average client rating of 98%. Paul is the MD and Principal financial planner at Vogue Financial, which has offices in Leichhardt and George St…
by Gabrielle W from South Sydney
Can You Get Good Returns On Ethical Investments? Peter Nonnenmacher tells you how...
by Rodney Lester
There are positive signs coming from within the financial advice industry, indicating that they’ve heard the messages and heeded the lessons around the systemic and cultural failings surrounding industry practices.
by Craig Ball
Some would have us believe that there are no ‘death taxes’ in Australia, but there are, & they are hidden, & whilst we continue to remain complacent the ATO will continue to amass hundreds of millions of dollars every year from these unnecessary…
by Amanda Cassar
I am currently trying to sort out most of my elderly mother’s financial dealings. She is quite badly affected by dementia. Am I able to engage a financial adviser on her behalf and make decisions for her? Does she need to come to any meetings or…
by David Koch
One of the best aspects of working in small business is being your own boss and being in control of what happens when. That’s the idea, right?
by Angus Woods
With CPA’s corporate governance pitfalls being spectacularly played out in the mainstream press, questions are being asked by the public as to whether an accountant is best qualified to give advice. There are two separate issues here worth exploring