by Jodie Douglas
Our Adviser Profile this week is Jodie Douglas, a Platinum adviser with 7 client reviews and an average customer rating of 4.99 out of 5 Stars. Jodie Founded Mad About Life Risk Advice at Paradise Point on the Gold Coast.
by Hannah S
Can you tell me who besides Australian Super offers a member direct option to invest directly in shares and ETFs? I am interested in doing this in a traditional super account not a SMSF account. What are the pros and cons of doing this? Thanks.
by Kellie Cowie
We all have things we wish we could ‘go back in time’ and tell our 18-year-old self, especially regarding personal finances. With that in mind, I thought I would share some money principles which I have learnt working in Financial Services for the…
by Rodney Lester
Attendees at Adviser Ratings inaugural FinForward 2017 event were treated to a team of industry leaders brought together to help navigate the changing landscape of financial services, including technological, legislative, demographic and…
by Alan Kohler
The Constant Investor is the home of Alan Kohler’s writing, shining a guiding light on the issues that matter. This is a taste of one of Alan Kohler’s recent weekly overviews, joining the dots on China and Trump, as well as an outline on the global…
by David Maddock
Our Adviser Profile this week is David Maddock, a Platinum adviser with 11 client reviews and an average customer rating of 99%. David is a Senior Financial Planner at Apt Wealth Partners, working out of their Geelong and Melbourne offices in…
by Judy Power
We want to give $500,000 to our daughter and son-in-law. It is our understanding gifts are tax free but the ATO site says it depends on amount, but is not explicit on amount?
by Tarnia Gurney
Our Adviser Profile this week is Tarnia Gurney, a Platinum adviser with 17 client reviews and an average customer rating of 96%. Tarnia founded Gurney Financial Services in 2005 on the NSW Central Coast.
by Michal Bodi
Millennials and Gen Y’s - READ THIS! Ask anyone on the plus side of 50, and they’ll most likely tell you they could have been so much smarter with their money management when they were younger. As a young person, it's really easy to not think about…