by Sam Wallis-Smith
I am 46 and plan to retire at 60. I would like to plan my finances so that I can retire with adequate income. I currently have around $165K in an industry super fund and my salary is $125K. I own a house which is paid off and have an investment…
by Fergus Hardingham
Our Adviser Profile this week is Fergus Hardingham, a Platinum adviser with 9 reviews and an average customer rating of 99%. Fergus is the Director of FM Financial Solutions, a business he co-founded in 2004, which operates out of Pyrmont in the…
by Hayley Knight
Hayley Knight writes a follow up piece on how advisers might simplify and or shorten their Statement of Advice to make it more client friendly...
by Sean Hinson
Our Adviser Profile this week is Sean Hinson, a Gold adviser with 13 reviews and an average customer rating of 99%, Sean services his clients from his firm, Wealth Developers in Mount Gravatt in Brisbane.
by Elizabeth from Tas
Our elderly mother has a substantial amount of money in her bank account and she would like to gift it to her children. We have been told that she is not able to do this as there is a limit to how much she can give away. Is this true? Or can she…
by Kellie from Goulburn in NSW
In nominating my super beneficiaries, what is a 'binding' vs 'non-binding' nomination and why do some expire after 3 years and some do not? What about Tax...
by Andrew Dunbar
We profile Andrew Dunbar, a Platinum adviser with 13 reviews and an average customer rating of 100%. Andrew is a Director and Senior Financial Planner with Apt Wealth Partners, servicing clients from their Melbourne CBD office.
by Matt Grant
Does your superannuation includes insurance? In many cases, this basic cover is insufficient in terms of quality and quantity. Adviser Matt Grant shares a cautionary tale which could have ended very differently without his intervention.
by Angus Woods
Adviser Ratings launched over 3 years ago with the ambition to make advisers more accessible to Australians in psychological ways that Australians are used to engaging – hence the reviews platform.