by Tim Henry
When talking about the future with clients is it easier to talk in terms of stages ie retirement, moving into a home etc or in terms of years from now. Which is more helpful in that many of us find the future a hard concept to accept will ever come?
by Rodney Lester
The consumer advocacy group CHOICE is currently involved in a stoush with the taxi industry after it found that services offered by the "ride-sharing" company Uber were cheaper and offered an overall better experience when compared to taxis. This…
by Angus Woods
In my personal search for a research provider, I recently googled the term “Top Stock Picks Australia 2015” and the second search item that came up was an article from the Motley Fool Australia site, a well known investment recommendation site. So,…
by Christopher Zinn
This is an edited version of tips the Financial Ombudsman Service gives to planners. It’s interesting to know the advice given to planners.
by Christopher Zinn
Financial planners use their expertise to advise the rest of us how to make better decisions around spending and saving our money so what can science achieve differently? The new area of ‘decision science' is looking at still unanswered questions…
by Christopher Zinn
Five simple tips to help your family be a little happier around money
by Thabojan Rosiah and Simon Boylan
With so much conflicting information and threatened changes around retirement incomes does this help or hinder your work with consumers?
by Simon Boylan and Thabojan Rosiah
When helping clients set goals, how many have ideas more than just that they want to retire with the maximum possible amount? What are some of the most interesting and unusual goals you've been told and helped happen?
by Christopher Zinn
You could be forgiven for not knowing that this is financial planning week or why it’s considered good form to see an adviser - both* can help make you happier.
The research comes from the Financial Planning Association, which is sponsoring the…