Personal Finance

What will a good financial planner do for me?

26 May , 2015  

Good-Financial-PLanner

Financial Planning – What does it entail? Financial planning is the art of knowing your financial objectives, deciding when to spend your money and choosing what to use your money for.  Next, you should complete the process by making a financial strategy showing the actions and steps you will take to attain your objectives. If […]

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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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Cashflow & Budgeting,Investing,Personal Finance,Property

Home Buying 101 for Your Children

22 Oct , 2014  

Children-Buying-Home-learning-proAdviser

This is a brief tutorial to help parents prepare their children to purchase their first homes. Did you notice there is no mention of helping the children to buy their homes? That’s because this article focuses on some basic financial “life lessons” that you can share with your children to help them prepare to buy their own homes. […]

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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

Financial Planning Is…

4 Sep , 2014  

Finance Planning Feature

When someone mentions financial planning, what are the first thoughts that come to mind? Too costly, not worthwhile, you don’t have enough to invest, there’s plenty of time to think about it later, or you can do it with online tools? Some of your perceptions may be accurate, and some of them may be more myth than fact. […]

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Personal Finance

Help Your Financial Planner!

23 Apr , 2014  

Financial Planner - Frustrated

It seems there are some people who just do not tell their financial planners the whole truth.  They hold back information about their finances or they do not remember to give their adviser the full amount of the assets they hold.  This might not seem like a big deal – after all, it is their […]

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