There is excellent advice available that is low-cost, and even no-cost. The government’s Financial Information Service and your super fund are a great place to start.
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.
In this article you can find out who are Australia’s truly independent financial advisers. There are now nearly 90 advisers on the list, including at least one from every state.
Everyone loves a bargain, but once they turn 60 many people forget to grab one of the best deals on offer – their state government’s Seniors Card.
With politicians continuing to tinker with the rules around super and retirement income, many of us find we need some help to make a decision about these important financial issues. But while knowing you need advice is one thing, figuring out what’s on offer and where to obtain it is another matter. To help, we have created a simple step-by-step checklist to guide you through your financial advice experience.
While many SMSF trustees turn to their accountant for assistance, they can only provide advice on some SMSF-related matters. To help SMSF trustees navigate this tricky area we’ve compiled a checklist to help you work out if your accountant is the right person to ask for help.
If you’ve decided to get professional help from a financial adviser, this is what you can expect.
Members of the Profession of Independent Financial Advisers (PIFA) talk about why it was critical for them to only provide independent financial advice, what changes when they become independent, and how it changes how they work with clients.
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).
Independent financial advice has been a topical issue recently, and is likely to become significantly more prominent in the coming years.
What’s your risk profile and why is it key to one of the most important decisions you can make when it comes to boosting your super account?
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 meeting your retirement expenses is proving difficult, reverse mortgages are available to people aged 60 and over. We take a look at some of the benefits and drawbacks of this complex financial product.
More Australians are turning to financial coaching to build wealth. Here’s why.
By definition scamming is a fraudulent activity that aims to unlawfully take something from you, whether it be your identity, money, property, or to gain other benefits.