The benefits of financial planning vary from client to client depending on personal requirements, attitude to risk and return plus personal aims and goals. Undoubtedly, our stage in life will influence the benefits too.
There are many reasons why you might need professional advice:
You'd like to plan for a comfortable retirement
You've received an inheritance, redundancy or other lump sum payment to invest
You're shifting to a new job and want to review your salary sacrifice options
You've started a family and you want to make sure they're protected should something happen to you or your partner
A relationship has ended and you need some investment advice
You've decided to sack the boss and start your own small business
You're approaching a major life juncture - a wedding, moving overseas, starting a family, retirement and so on - and want to know how to structure your finances
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
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
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
How to ensure clients will pay higher fees28 February 2020, 12:11pmAs the cost of financial advice continues to rise, financial advisers are going to have to make some hard calls when it comes to who they can feasibly continue servicing. Read more
Life commissions, referral fees still kosher: AFA27 February 2020, 11:39amA regulatory update at the Association of Financial Advisers' Roadshow event in Sydney provided financial advisers a clear message on life insurance commissions and referral fees, and took aim at a former ... Read more
Consumers trust Google over advisers: NobleOak25 February 2020, 11:04amNew research by independent life insurer NobleOak has found close to half of all consumers are turning to the internet over advisers for guidance on their financial goals and needs. Read more
Freedom Insurance appoints liquidators24 February 2020, 12:40pmThe troubled insurer has voluntarily appointed liquidators, who have received resignations from Pauline Vamos and two other directors. Read more
More courses get FASEA approval21 February 2020, 4:26pmFASEA has approved applications for the recognition of coursework from the Australian Financial Advisers (AFA) and Stockbrokers and Financial Advisers Association (SAFAA) as part of its education standards ... Read more
