Latest Articles

Category: Latest Articles

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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5 financial management tips for sole traders during COVID-19 (& beyond)

If you’re a sole trader then managing your money is key to your success and, especially in 2020, your business’s survival. Here are some tips on h...

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Full stop: taking a ‘mortgage holiday’ when rates are low

Taking a short-term break from paying off your mortgage isn’t a new idea, but as the bite of the COVID-19 pandemic grips harder and harder, more Aus...

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How income from your investments is taxed

Lower tax on your investments can help you reach your financial goals sooner. But don’t choose an investment based on tax benefits alone. How invest...

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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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