Posts Tagged 'Financial Advice'

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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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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5 Things Every New Parent Should Reconsider in their Financial Game Plan

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Starting a family is an exciting time, there’s a lot to look forward to and a seemingly endless amount of advice online and from friends and family on how everything is going to change.  You will probably be reading books like How to Raise a Smart and Happy Child, No Regrets Parenting: Turning Long Days and Short Years into Cherished Moments with Your Kids and Simplicity Parenting: Using the Extraordinary Power of Less to Raise Calmer, Happier, and More Secure ...

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Why do clients engage the services of a financial adviser?

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This question is more interesting than it might seem.  In fact many financial advisers in our industry probably struggle to answer it!  When we meet with our clients we understand that they are not looking to engage (or re-engage) our services because we are nice people (although we like to think we are), and its not because we have the best products available (although we believe we do), and its not because we are good at what we do (although ...

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