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Adviser Ratings Profiles Josh WingroveAdviser Ratings Profiles Josh WingroveAdviser Ratings Profiles Josh Wingrove

by Josh Wingrove

Our Adviser Profile this week is Josh Wingrove, a Platinum adviser with an Adviser Rating of 100% and 32 client reviews with an average client rating of 99%. Josh is a Director and award winning adviser at Gen Y specialists, Pursue Wealth,...

Ask an Adviser - Tax Implications From an Overseas GiftAsk an Adviser - Tax Implications From an Overseas GiftAsk an Adviser - Tax Implications From an Overseas Gift

by Vera from Brisbane

My parents would like to help me with my mortgage by sending money to me from overseas. As the receiver of the money, what tax implication will I have on my tax position, do I need to declare it on my tax return? As the sender, what tax im...

Four Personal Insurance Myths You Need To AddressFour Personal Insurance Myths You Need To AddressFour Personal Insurance Myths You Need To Address

by Jordan Ryan

Platinum Adviser Jordan Ryan always hears the same objections for why people are yet to consider personal insurance, or why they haven’t reviewed their existing insurance portfolio. He sets the record straight here...

Adviser Ratings Profiles Gary Winwood-SmithAdviser Ratings Profiles Gary Winwood-SmithAdviser Ratings Profiles Gary Winwood-Smith

by Gary Winwood-Smith

Our Adviser Profile this week is Gary Winwood-Smith, a Platinum adviser with an exemplary Adviser Rating of 100% and 76 client reviews with an average client rating of 99%. Gary is a Senior adviser at Sydney Financial Planning, working out...

Royal Commission Announced Into The Banking SectorRoyal Commission Announced Into The Banking SectorRoyal Commission Announced Into The Banking Sector

by Rodney Lester

This week the Prime Minister announced that there would be a royal commission into the banking sector. The highly controversial decision was basically forced on the government, with some seeing it as heading off a move in the Senate where ...

Adviser Ratings Profiles Darren JohnsAdviser Ratings Profiles Darren JohnsAdviser Ratings Profiles Darren Johns

by Darren Johns

Our Adviser Profile this week is Darren Johns, the 2016 AFA Financial Adviser of the Year. Darren has 36 client reviews rating him at 97%. His self licensed advice business, Align Financial operates from Narrabeen, in Sydney’s Northern bea...

Ask an Adviser: Bringing Someone Into Your Small BusinessAsk an Adviser: Bringing Someone Into Your Small BusinessAsk an Adviser: Bringing Someone Into Your Small Business

by Sally From Melbourne

I started my retail florist business 4 years ago. Its growing and I am paying off a $50,000 debt slowly but regularly. My boyfriend came on board 7 months ago and is doing more hours than getting paid for. I am still protective of what i h...

The UK Pension Transfer MazeThe UK Pension Transfer MazeThe UK Pension Transfer Maze

by John Goldie

Our Ask an Adviser question last week got at least one UK pension adviser thinking, and he wanted to share a little more about the complexity of transferring pensions that the limited word format of the responses did not allow...

Adviser Ratings Profiles Bob NixonAdviser Ratings Profiles Bob NixonAdviser Ratings Profiles Bob Nixon

by Bob Nixon

Our Adviser Profile this week is Bob Nixon. Bob is the Principal Adviser and Managing Director of Nixon Financial Services in Gisborne in Victoria.