Investing,Personal Finance,Retirement

Four Things to Consider When Investing For Retirement

18 Feb , 2016  

pexels-photo

Learning about investing is always a great idea, and never more so than when you are getting close to retiring.  It feels like there are so many terms that don’t always mean what you think they should.  But beyond that is the actual process of investing and planning.  So what are the main things you […]

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Personal Finance

The Post-Christmas Recovery Plan

10 Jan , 2016  

christmas debt

If your 2016 investment plan isn’t going as strongly as you’d originally hoped, you’re not alone – Australians collectively managed to blow an estimated $8.9 billion in December alone. Luckily for a lot of us, there’s a fairly straightforward way out of post-Christmas debt, provided you follow a few steps.   Work out a realistic repayment […]

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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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Retirement,Self Managed Super Funds (SMSF)

Effective Retirement Strategies – SMSF’s

23 Nov , 2014   Video

Retirement-Planning-SMSF

Wealth Know How – What is a SMSF? James Dunn starts with the basics and explains in an easy to understand way just what is a SMSF? Understanding the role of a SMSF and how it might suit your investment strategy is the first step in making one of the most important decisions of your […]

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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

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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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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Cashflow & Budgeting,Personal Finance

Buying a car? Here a few tips!

22 Jul , 2014  

Lotus-Evora-Car-Loan-ProAdviser-Blog

Is your poor old car at the end of its useful life? Or are you in the market to get your first new car? Getting a car loan can be confusing, but if you follow some or all of these tips, we can remove some of the mystery for you. Know your credit score.  The […]

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ProAdviser Updates

Gen Y Wants More Transparency From Financial Planners

20 Jun , 2014  

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Generation Y values expertise and transparency over price-based comparisons when it comes to selecting a financial adviser, according to a study conducted by the team here at ProAdviser.

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