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.
Find an Australian independent financial adviser
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.
Financial advice through super funds: What’s on offer?
There’s a huge unmet demand for affordable financial advice and super funds are keen to fill the gap.
Free financial advice: Yes, it does exist
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.
SMSFs and financial advice: A matter of cost and trust
Call it the COVID-19 Catch-22. Even though more SMSFs report an unquenched thirst for advice, fewer are seeking out financial planners.
Financial advisers: As different as you are
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.
Finding a good financial adviser and making financial advice work for you
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 does financial advice cost?
How much you should pay for financial advice depends on a range of factors, including the type and extent of advice that you receive.
What is the value of financial advice when it comes to your retirement?
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.
What financial advisers wish you knew
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.
5-step guide to the different types of financial advice on offer
This article includes a simple step-by-step checklist to guide you through your financial advice experience.
7-point guide to what happens when you meet a financial adviser
If you’ve decided to get professional help from a financial adviser, this is what you can expect.
Mixed review of financial advice by super funds
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).
Who to turn to if you have a problem with your super or financial adviser
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.
3 steps to making a complaint about your super fund
If you have an issue with your super fund, there are steps you can take that will lead to the best chance of resolution.