Investing,Personal Finance,Personal Insurance,Retirement,Superannuation,Trusts, Wills & Estates

5 Telltale Signs You’re Paying Too Much For Your Financial Planner

10 Nov , 2015  

Organize.

Financial planners or financial advisers can be invaluable when it comes to organising your financial life and helping you achieve your financial goals. We’ve known many cases where financial planners add significant value, especially when their clients have complex financial situations. You may have a self-managed-super-fund (SMSF), several investment properties, a family trust with a […]

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Investing,Personal Finance,Trusts, Wills & Estates

5 Dumb Things You Can Do When You Receive An Inheritance

21 Sep , 2015  

inheritance

Surprise, happiness and then indecision. This is generally the emotions experienced when you receive an inheritance, especially if it’s a big, fat inheritance. Making smart finance decisions is not as easy as you think. This is because of our reptilian brain. The logical part of your brain is much smaller than the emotional part. This […]

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Personal Finance

Lets Face It…Everyone Hates Us

7 Feb , 2015  

Haters-Gonna-Hate

Last month, I was putting together the new market positioning for our SMSF management service and I was reminded of just how poor general SMSF management can be through the eyes of a financial planner. SMSFs are highly over-exposed to Australian shares and in particular the top 20 stocks. SMSFs have an extremely low portion […]

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Personal Finance

How do you find a GOOD Financial Planner?

30 Jan , 2015  

Great-Financial-PLanner

There is a lot going on in the Financial Planning Industry at the moment. Legislative changes, enforceable undertakings, and investigations. And then quietly on the side, an impressive number of great planners going about their daily tasks to help people achieve a secure financial future. I did a radio interview the other day, where the […]

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Legal

Busting the Myths About Lawyers

11 Nov , 2014  

Harvery-Specter-lawyer

Thanks to the entertainment industry, our thoughts about lawyers are very muddled. Many people believe that “real life” lawyers and judicial systems operate in the same ways as seen on TV or in the movies.  But do they really?  Let’s take a look at some of the myths about lawyers. Realistically Speaking Myths surrounding lawyers did not evolve […]

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Tax

Seeking the Truth about the Mythical Accountant

27 Oct , 2014  

The-Mythical-Accountant

Accountants aren’t fictitious creatures, but the misconceptions surrounding them are so exaggerated and enduring that they have created a near-mythical image of them. Let’s get those “accountant” adjectives out of the way:  nerdy, BORRRRRRINNNNNGGGG, quiet, old-fashioned, math geniuses, bean counters, men-in-grey-suits, introverted, unimaginative, tax experts, not athletic, etc.  You can probably think of more derisive descriptions and other […]

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Personal Finance

Choosing Your Future Financial Planner

16 Oct , 2014  

choosing-the-right-financial-planner-fortune

An introductory meeting with a financial planner is all about questions.  The planner will ask you questions, and you should have a number of questions to ask the planner.  In fact, you will be interviewing the planner. First Impressions Your prospective financial planner will most likely be asking questions to gain insight as to the […]

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Personal Finance

How To Choose The Right Financial Planner

2 Oct , 2014  

Couple-meeting-with-advisor

Can working with a financial planner be a good investment for you?  People seek the guidance of a financial planner for various reasons – to help them maximise retirement funds, assess their current financial situation, create a management plan for a large inheritance or to plan for the financial future based on a recent major life […]

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