Latest Articles

Author: Peter Maurer

Unlocking financial secrets for different phases of life

One of the keys to financial success is to adopt the right strategy at the right time. As you move through the stages of life here are some tried and ...

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What does a good adviser do?

Some people may think that a financial adviser’s role is to forecast the direction of the share market from month to month and invest clients’ mon...

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Financial planning – more than just advice

Financial planners are often the first port of call for people seeking advice on investing a lump sum of money. But that is just the tip of the iceber...

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Financial advice is not the same for everyone

Financial planning. That’s for people with lots of money to invest, isn’t it? Not necessarily. Sure, investment planning is an important part of f...

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The Retirement of Grandfathered Commissions

While the financial planning industry has undergone a raft of recent reforms, one of the most significant changes has been the abolition of ‘grandfa...

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The essential ingredient of a financial plan

Here’s a recipe for a basic financial plan: Take one or more income sources and pour into a big pot. Add appropriate amounts of life, income protect...

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4 ways to build a reputation that retains clients for life

Reputation can make and break a business. I was recently speaking with a colleague about the importance of standing by solid values and basing decisio...

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Planning for retirement

Worrying about superannuation balances is something most of us do from time to time, but as we approach retirement it can become a regular pastime. Un...

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How to find the right investments to help reach your goals

To invest well, you need to find investments that fit your financial goals, investing time frame and risk tolerance. Get an overview of the different ...

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