For Consumers

For Advisers

Connect with us

MENU
FIND AN ADVISER

News | Search

Ask an Adviser - Types of Life Insurance Ask an Adviser - Types of Life Insurance Ask an Adviser - Types of Life Insurance

by Chris form NSW

I have heard that the term 'Life insurance' doesn’t just mean paying out on death. What other types of cover are there?

Ask an Adviser - Consolidating Your Superannuation Ask an Adviser - Consolidating Your Superannuation Ask an Adviser - Consolidating Your Superannuation

by Ian L from Vic

I am looking for advice on consolidating my 3 superannuation funds, is it possible for a financial adviser to limit their advice to this 1 area?

How to prepare your Christmas budget like a financial adviser How to prepare your Christmas budget like a financial adviser How to prepare your Christmas budget like a financial adviser

by Jenny Brown

Christmas is a time of fun, family and enjoyment, not financial stress. So how can you approach it so that Santa is the one visiting rather than the repo guy?

Ask an Adviser - Investing Tips For Beginners Ask an Adviser - Investing Tips For Beginners Ask an Adviser - Investing Tips For Beginners

by Elo B

I currently have approx 45k across a couple of savings accounts gaining minimal interest and my goal is to purchase a house/apartment within the next 5 years. I would like to invest a small amount e.g. 5 - 10k to start with to increase my future…

What side of the superannuation debate are you on? What side of the superannuation debate are you on? What side of the superannuation debate are you on?

by Adviser Ratings

In the recent public debate about superannuation we have witnessed both sides of politics eager to characterise the super system as having a case of ‘financial obesity’, fed by an overgenerous system of tax incentives. The lack of reason and balance…

Adviser Ratings Profiles Nellie Fung Adviser Ratings Profiles Nellie Fung Adviser Ratings Profiles Nellie Fung

by Nellie Fung

Our Adviser Profile this week is Nellie Fung, a Platinum Adviser with 8 client reviews and an average customer rating of 92%. Nellie is a Principal at O’Brien Financial Advisors in Ivanhoe in Melbourne.

Ask an Adviser - Can I add a $60k cash inheritance to my superannuation? Ask an Adviser - Can I add a $60k cash inheritance to my superannuation?

by Kitmen Zhuang from Focus Private Wealth Pty Ltd

I am 34 and received a $60k inheritance recently. I have no debt and no wish to buy a property with this money, can I put it in super and is that a good idea?

Ask an Adviser - I am 61. What does 'Transition to Retirement' mean and what sort of things I should be doing? Ask an Adviser - I am 61. What does 'Transition to Retirement' mean and what sort of things I should be doing? Ask an Adviser - I am 61. What does 'Transition to Retirement' mean and what sort of…

by Bevan from Adelaide

I am 61 and looking to retire in the next 5 years, but I have recently heard the term 'Transition to Retirement' and am wondering what this means and what sort of things I should be doing?

Online Reviews Matter to Your Business Online Reviews Matter to Your Business Online Reviews Matter to Your Business

by Adviser Ratings

The value of online reviews in today's marketplace is no longer in question. Article after article in respected magazines and even government websites continue to impress their importance. Don’t be left behind - to find out how easy we’ve made it…