5 questions to ask your financial planner

5 questions to ask your financial planner Finding the right financial planner for your needs, goals and life stage is essential to help you achieve your financial goals. As a specialist profession, it’s important to check your financial planner is professionally licensed and qualified to provide you with advice. Equally important is the rapport you have with them – it should be comfortable and feel like the right fit from the start. Here are five …

Finding the right financial planner for you

Finding the right financial planner for you How should you start your search for a financial planner? There are some fundamentals you should look for in the first instance. A license to provide financial advice – Always look for a financial planner who works for a firm that holds an Australian Financial Services (AFS) License issued by the Australian Securities and Investments Commission (ASIC). You can verify the financial planner is licensed by checking ASIC’s Financial …

What to expect from a financial planner (Video)

What to expect from a financial planner (Video)  What to expect from a financial planner So you’re meeting with a planner. What can you expect to share and learn about your finances during your experience? Find out in our short video about what to expect. Not sure whether you’ve reached that life stage where you need support and advice from a financial planner? Discover 5 good reasons you might have for seeking financial advice. And if …

All gain, no shame: What to expect from a financial planner

All gain, no shame: What to expect from a financial planner So you’re a busy couple building careers and a better future for a young family. Getting professional financial advice might seem like something you’re not ready for yet. But what if seeing a planner could bring you wealth and peace of mind without distracting you from important goals? We all make mistakes with money from time to time. And most of us wish we …

How a planner can help you invest ethically

How a planner can help you invest ethically Believe it or not, you can grow your retirement nest egg and do good at the same time, especially with the help of a good financial adviser. A website recently launched by the Responsible Investment Association of Australasia (RIAA) reveals the wide choice of ethical and socially responsible investment options available in Australia and New Zealand. Many of these options are offered by well-known and experienced investment managers, but their approaches …

Accountant or Planner – which do I need?

Accountant or Planner – which do I need? When it comes to sorting out money matters, where do you go to seek professional help? Can an accountant take care of your finances or should you be speaking to a financial planner? Discover more about the difference between these two support services and how you can benefit from both. Seeing an accountant is something that’s routine for most Australians. After all, lodging a tax return is …

Managing your debt

Managing your debt  Debt and Cashflow Management Debt is part of modern life. It can be used to help you reach your goals, but only when you are in control of it, not when it is in control of you. It’s easy to build up little bits of debt here and there that don’t appear to amount to much, but can quickly eat into your cash flow. Common questions to consider Some questions you may …

Planning your future: Why you need a financial adviser

 Having the chance to take a step back for a moment and look at things from a fresh perspective can be a great advantage, especially when it comes to planning your financial future. When it comes to managing your finances; knowing when, where and what to do can be quite daunting and complex. Effectively managing your finances requires a sound knowledge of various strategies available and the latest regulations and this is where a financial …