by Ryan Walker
My share portfolio in my fund is $600,000 and they are all Australian shares. Some are good and some aren't so good . Who can I get to advise me on what to sell and what to hold and what would the cost be for this service?
by Business Concepts Group Pty Ltd
Video: Business Concepts Group explain the need to have a debt management strategy in place so as to minimise risk and costs, as well as ensuring that the cashflow is protected.
by Leenane Templeton Accountants Newcastle
Video: Learn about investment property tax tips and tax planning with Leenane Templeton Accountants Newcastle.
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by Financial Planning Association of Australia (FPA)
While there are many reports discussing the fintech market in Australia (including so-called rob-advice), this report specifically maps fintech solutions to the financial planning process to demonstrate where technology can assist specific parts of…
by Adviser Ratings
Last Friday the Financial Adviser Standards and Ethics Authority (FASEA), released a revised standards framework regarding the new education and ethical standards that will apply to existing financial advisers. It provides a summary of the key…
by Adviser Ratings
The 7th round of hearings at the Royal Commission started this week, with the chiefs of the major banks and ASIC facing interrogation. So far we’ve seen the current CBA top dogs throw their predecessors under a bus, hoping, one assumes to wipe the…
by Bob Nixon
As much as I really feel keen on the concept of Retirement Village living, I am struggling with whether I can afford it. It is the fees that worry me, they seem to add up to more than what I put away each month to pay my bills. And, is this a wise…
by Ryan Walker
Our Adviser Profile this week is Ryan Walker, a Platinum adviser with 17 client reviews and an average customer rating of 4.98 out of 5 Stars. Ryan is a CFP and Mortgage Broker from Shire Financial Planning in Sutherland in Sydney and loves…
by Alec Berry
With housing affordability becoming increasingly challenging, many first home buyers are trying to best manage their path to the goal of owning property. To assist with these efforts, an initiative was introduced for Australians looking at getting…