Almost without exception, any investment can fall in value and even experienced investors can lose money.
For example, if you invest in shares or managed funds, it's possible that in the short term (1 to 3 years), the value of your investments may fall. But as history shows, over longer periods (7 to 10 years) the value of quality investments like shares typically increase. However this is information you need to discuss with your adviser.
Your adviser will be able to glean from talking with you, the amount of risk they think you're willing to take. If you don't agree, talk it over. If your adviser talks about 'conservative', 'moderate' or 'aggressive investing', make sure you both agree on what those labels mean.
Common objectives and how they can be dealt with; Estate planning for young families and older clients and blended families - what engages the clients. Asset protection - the risks arising from blended ... Watch video
Advisers share their personal experience on how their aged care services have assisted their business practice Discussion on what were the key hurdles at the start of the transition and how they have ... Watch video
As goals-based advice continues to become an increasingly important part of an adviser's offering and service delivery, investment platforms are playing a pivotal role in bridging the relationship ... Watch video
CountPlus firm buys back equity2 July 2020, 12:43pmA CountPlus member firm has bought back 38% of its equity from the ASX-listed advice group for $1.10 million and separately, has acquired the accounting operations of another firm. Read more
Implemented Portfolios partners with Wealth Today2 July 2020, 11:46amImplemented Portfolios (IPL) has entered into an agreement with Wealth Today to provide their financial advisers with an individually managed account (IMA) offering. Read more
AMP approved product list under fire1 July 2020, 12:22pmThe approved product lists AMP financial advisers are beholden to have come under fire from the House of Representatives Standing Committee on Economics. Read more
AFA, FPA share bleak view of industry30 June 2020, 12:21pmThe Association of Financial Advisers and Financial Planning Association of Australia have appeared before the House of Representatives Standing Committee on Economics, sharing austere views of the financial ... Read more
Trust in advisers wanes30 June 2020, 12:06pmJust 37% of retail investors believe their financial adviser always acts in their best interests, leading CFA Societies Australia to call for a strengthening of the best interest duty. Read more
