seeking

Financial counsellor or financial planner: What’s the difference? | Money & Life

Financial counsellor or financial planner: What’s the difference? Ok we get it, knowing where to turn to for financial advice can be confusing sometimes! Financial planners and financial counsellors are both types of financial experts, so which one is right for you? When you’re looking for advice on your finances, it can be hard to know where to turn. Counsellor, adviser, planner? A simple internet search can be enough to make your head spin. While …

FinancialPartners 17/06/2020 17/06/2020 Blog / FP - Financial Planning / Money & Life - Grow Your Wealth / Money & Life by FPA advice / confusing / Financial / Planners / seeking / that / times / understand

Five asset classes we’re watching in the COVID-19 recovery | AMP Capital

Five asset classes we’re watching in the COVID-19 recovery At a time when most investors are seeking out defensive positioning, savvy managers should have an eye to the opportunities provided by the unfolding pandemic. These may be asset classes that are already undervalued at the present moment, but also include those which stand to benefit from an eventual recovery to an extent not currently priced in by the market. The latter might not necessarily represent …

FinancialPartners 15/06/2020 16/06/2020 Blog / E - Economics / E - Insights Papers / E - Market Update / E - Oliver's Insights / FP - Financial Planning defensive / investors / managers / most / positioning / savvy / seeking / Should / Time / When

How to achieve goals with scarce capital

How to achieve goals with scarce capital It’s all well and good to think about goals when you have a million dollars in the super account, but what about people who want to achieve financial goals in circumstances where they have limited current capital. How can a goals-based approach serve them? There are many people in this position and there are some useful goals-based investment strategies customers can use. It is extremely important to be …

FinancialPartners 27/08/2018 22/08/2018 Blog / E - Economics / E - Rogers' View / FP - Financial Planning / FP - Goals-Based Investing / FP - Investment achieve / approach / Capital / goals / goals-based / goals-based approach / How to / How to achieve goals with scarce capital / Investing / Limited / limited capital / return / return-seeking / return-seeking strategies / scarce / seeking / strategies

Five good reasons for seeking financial advice

Five good reasons for seeking financial advice Financial advice isn’t just for people with wealth. Whether you’ve set your sights on owning a home or retiring early, advice from a financial planner can help you make it happen. Buying a home Managing your budget and cash flow to save for a deposit are key to getting you into your first home. A financial planner can help you simplify and prioritise your finances and manage existing …