Saint or Sinner – 4 tips to assess your financial adviser

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The world of financial advice in Australia is changing for the better, a process that has been sped up significantly by the Hayne Royal Commission.  If you’re wondering what that is you should probably stop reading now, it has received a huge amount of interest, and not only in Australia, and has sparked a reaction that would best be described as outrage.

 

Australians have always struggled with how to identify whether their financial adviser is ‘good’ or not, and in turn, ...

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Young Leaders in Finance Awards Finalist – Financial Adviser of the Year 2018

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Samantha from Bravium has been shortlisted for the prestigious Young Leaders in Finance Awards.

A local financial adviser in Canberra is in the running to take out one of Australia’s top industry awards.

Samantha has been shortlisted as a finalist to win an award in the Financial Adviser of the Year category at the 2018 Young Leaders in Finance Awards.

Founded in 2007, Bravium is a highly regarded financial planning business in the Canberra community. It has particularly strong relationships with young professionals ...

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Hayne Royal Commission

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The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry was established on 14 December 2017, with an interim report from the Honourable Kenneth Hayne AC QC due no later than 30 September 2018, and a final report due by 1 February 2019.

I’m sure many of you are aware of the Royal Commission and many of its findings, which have been damning to say the least.  The four major banks are already on the front foot in ...

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House Hunting? Should you buy now or keep saving?

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There has been so much happening lately with house prices all over Australia.  We all know Sydney and Melbourne house prices have grown enormously over recent years, and Hobart and Canberra are now hot on their heels.

But you are looking to buy your first home, or perhaps you are upgrading now you are starting a family.  Whatever the reason for buying, you are not sure whether to buy now or to save as much money as possible, so you have ...

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5 Reasons to seek financial advice in the New Year

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Be prepared for the ugly and unexpected

Making money is an exciting prospect and is one of the reasons many seek financial advice, however it needs to come after you have ensured you have put in place a plan for when things go wrong.  And let’s face it, things do go wrong!  So, the first reason to seek financial advice is to ensure that regardless of what happens in 2018, good or bad, you are well prepared.  Financial stress is debilitating, ...

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When financial products masquerade as advice – where’s the value?

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For a financial planner, Scott Farmer can display startling apathy towards financial products.

Scott explained this recently when he and other Certainty Advisers were researching the April 2017 white paper What Price Valuable Advice? which highlights what sort of financial advice clients value.

“It’s pretty simple,” he says. “When it comes to the advice our clients value most in the work we do together, it has nothing to do with the financial products they have.

“This is at odds with what is offered ...

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