LEARNING CENTRE

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
Video
Delivering a goals-based reporting service
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
Code monitoring move disappoints industry
14 October 2019, 12:05pm
Treasurer Josh Frydenberg and Assistant Minister Jane Hume announced the government will accelerate its implementation of the Royal Commission's recommendation to establish a single disciplinary body ... Read more
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