Tell your adviser your goals

TELL YOUR ADVISER YOUR GOALS

Do you want to invest for income to live on now, or do you want to build up assets that you can draw on in the future?

Do you want a plan for the next few years or for the next 10-20 years?
What sort of lifestyle do you realistically expect?
Are you saving to buy a house? To pay for your children's education? Will you need to support other people?

How to interview prospective advisers?

Questions to ask your financial planner

2019 Rainmaker SelectingSuper Awards

Fund of the Year AustralianSuper Best in Show - MySuper Lifecycle Sunsuper for life Best in Show - MySuper Product AustralianSuper Best in Show - Workplace UniSuper Best in Show - Personal AustralianSuper ... Watch video

FPA announces 2020 award winners

26 November 2020, 12:46pm

An adviser from Western Australia has won the FPA Certified Financial Planner Professional of the Year award, as the association announces its 2020 award winners. Read more

FASEA reveals October exam results

26 November 2020, 12:45pm

The majority of financial advisers who sat the most recent exam passed, according to the Financial Adviser Standards and Ethics Authority. Read more

Advice for all could add $630bn to economy

25 November 2020, 12:04pm

If all Australians were to receive financial advice and properly implement that advice, the economy would grow by $630 billion a year while Age Pension spending would go down by more than 20%, new research ... Read more

End of the road for advice qualifications

24 November 2020, 12:48pm

Described as the 'end of an era', the Diploma of Financial Planning and Advanced Diploma of Financial Planning have been removed from the national regulator's register of vocational education and training. Read more

Franking credits more important than ever

24 November 2020, 12:22pm

Many retirees are missing out on additional income because their Australian equity portfolios do not take advantage of the taxation system, according to Plato Investment Management. Read more