For Consumers

For Advisers

Connect with us

MENU
FIND AN ADVISER

News | Search

What the Magna Carta, the new intention economy and financial services have in common What the Magna Carta, the new intention economy and financial services have in common What the Magna Carta, the new intention economy and financial services have in common

by Christopher Zinn

Today we can rightly be reminded of two consumer revolutions, one 800 years ago and the other happening now, which have shaped and will also create very different markets… including that for financial advice and for financial planners.

Ask an Adviser - Superannuation and Fees Ask an Adviser - Superannuation and Fees Ask an Adviser - Superannuation and Fees

by Daryl Dixon

I am in my late 50s and will be retiring from Australia Post at some stage. As such, my question is, with the APSS (defined benefit) super scheme I can leave my benefit with them and draw a monthly pension. I'm told apart from a very small admin…

The Necessity of Life Insurance The Necessity of Life Insurance The Necessity of Life Insurance

by Christopher Zinn

After all the bad news about life insurance and advisers, it’s good to hear at least one story where having an adviser attached to the policy made all the difference.

Sentiment Falls Further Sentiment Falls Further Sentiment Falls Further

by Angus Woods

It was a week that saw some of our major financial institutions brandished with the wooden spoon and forced to apologise to their metaphoric mother. Unfortunately, sentiment couldn’t fall any further in financial planning with all major consumer…

A Reminder - The Fallout from 2008 A Reminder - The Fallout from 2008 A Reminder - The Fallout from 2008

by Angus Woods

It was September 2007, and I had just strapped myself into the CFO chair at Virgin Money. For the last few weeks, some alarming mortgage numbers had danced, or more aptly, trudged across my desk shouting the words “we’re screwed” – this is a quick…

Super Plans Underline Need For Advice While Senate Hearings Hit Confidence Super Plans Underline Need For Advice While Senate Hearings Hit Confidence Super Plans Underline Need For Advice While Senate Hearings Hit Confidence

by Christopher Zinn

It’s perhaps no coincidence that as a Senate committee unearthed yet more shortcomings around financial advice some consumers would be spooked by proposed changes to super and negative gearing.

Adviser Ratings Profiles Bill Waller Adviser Ratings Profiles Bill Waller Adviser Ratings Profiles Bill Waller

by Bill Waller

Bill, gold adviser, has an adviser rating of 84% and a customer rating of 99% from 4 customer reviews. Bill a Certified Financial Planner® operates under the Securitor Financial Group License for his company, Financial Advice Shop in the sunny…

Adviser Ratings - Phase 2 to help further redress the advice imbalance Adviser Ratings - Phase 2 to help further redress the advice imbalance Adviser Ratings - Phase 2 to help further redress the advice imbalance

by Angus Woods

The heat turned up another notch on both the financial planning industry and ASIC this week, following Sydney Morning Herald’s investigation into NAB Wealth. Adviser Ratings will launch phase 2 of its website in coming weeks, which will further…

Adviser Ratings Profiles Scott Malcolm Adviser Ratings Profiles Scott Malcolm Adviser Ratings Profiles Scott Malcolm

by Scott Malcolm

Our Adviser Profile this week is Scott Malcolm. Scott and his team aim to create a solution tailored toward your overall life goals. A Platinum adviser with 56 reviews and an average client rating of 4.88 out of 5 stars, Scott is the Owner and…