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
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
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
Expats sweat as main residence CGT cut-off looms28 May 2020, 4:23pmAlready facing a rapidly approaching deadline signaling the end of exemptions from capital gains tax, expats now face further challenges in selling their former family homes, with only COVID-19 to blame. Read more
FPA confirms redundancies28 May 2020, 12:25pmThe Financial Planning Association of Australia has unveiled its five-year plan, which includes redundancies. Read more
IOOF to provide fee relief to adviser network28 May 2020, 12:23pmIOOF has announced a new initiative that will see its network of financial advisers offer free financial guidance to local communities until the end of September. Read more
FASEA unclear why advisers are quitting25 May 2020, 12:52pmFASEA chief executive Stephen Glenfield has said it is outside the authority's remit to look into why financial advisers are exiting the industry in droves. Read more
MLC launches new advice business25 May 2020, 6:01amMLC has introduced a new advice business to the market, retiring the Apogee, Garvan and Meritum brands and appointing a general manager to lead the venture. Read more
