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

CountPlus firm makes acquisition

17 September 2020, 12:49pm

A CountPlus member firm has acquired the accounting revenues of a boutique advice firm. Read more

Managed accounts inch to $80bn

16 September 2020, 12:27pm

Managed accounts assets continue to grow steadily, having hit nearly $80 billion despite setbacks caused by COVID-19. Read more

Advice too expensive, hard to access: FPA

16 September 2020, 12:12pm

New research has revealed COVID-19 has altered Australian spending behaviour, with more households in a fragile financial position than ever before and facing reduced access to financial advice. Read more

CFS partnership to sustain advice industry

11 September 2020, 12:02pm

Colonial First State has entered into a partnership with graduate coaching provider Striver in order to drive graduates into the financial advice industry. Read more

Specialist advice businesses optimal: Barrett

10 September 2020, 12:26pm

Advice firms hoping to succeed will have a much higher chance of achieving organic growth if they specialise, as opposed to generalist practices, according to AZ NGA chief executive Paul Barrett. Read more