When you see a financial adviser, there are rules about the documents and information you must be given to ensure the advice is in your best interests and will help you make informed decisions.
Finding a truly independent financial adviser is not easy, but don’t let that put you off. We’ve done the hard work for you.
There’s a huge unmet demand for affordable financial advice and super funds are keen to fill the gap.
It’s a rare person who doesn’t want to improve their financial situation, but cost is often a barrier to seeking advice. Yet free advice does exist if you know where to look.
Call it the COVID-19 Catch-22. Even though more SMSFs report an unquenched thirst for advice, fewer are seeking out financial planners.
All financial advisers can offer the same smorgasbord of services, from investments and super to insurance and estate planning. But not all advisers are the same.
In this video members of the Profession of Independent Financial Advisers provide some insights into how to find a financial adviser that is right for you, and how to make the most of the financial advice process.
How much you should pay for financial advice depends on a range of factors, including the type and extent of advice that you receive.
Most people know good financial advice can help them, but many question whether it’s really worth the money. When it comes to planning your retirement, however, there can be valuable benefits – both in terms of your finances and your emotional wellbeing.
We asked financial advisers to share their top tips. From downsizing your home to changing the way you think about retirement, here’s what they want us to know.
This article includes a simple step-by-step checklist to guide you through your financial advice experience.
If you’ve decided to get professional help from a financial adviser, this is what you can expect.
Financial advice provided by super funds to their members is “generally appropriate’’ but could be better. That’s the gist of a recent review of the sector by the regulator, the Australian Securities and Investments Commission (ASIC).
Knowing who to complain to when you need help resolving a problem with your super fund or financial adviser can be confusing. Whether it’s a concern about poor advice, problems with unpaid SG contributions, or questions about how your private data has been handled, there are a number of organisations that can help.
If you have an issue with your super fund, there are steps you can take that will lead to the best chance of resolution.