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Ask an Adviser - Timeframes for a Financial Plan Ask an Adviser - Timeframes for a Financial Plan Ask an Adviser - Timeframes for a Financial Plan

by Dennis DiBartolo from Altitude Wealth Solutions, Townsville

How long from when I first see an Adviser, should it take for them on average, to present my Financial Plan?

Adviser Ratings Profiles Amanda Cassar Adviser Ratings Profiles Amanda Cassar Adviser Ratings Profiles Amanda Cassar

by Amanda Cassar

Amanda Cassar is a Gold adviser with 7 Reviews and an average customer rating of 100%. Amanda is Director of Wealth Planning Partners and also Trusted Aged Care Services on the Gold Coast.

Charging For Services Not Delivered Means Banks Skating On Thin Ice Charging For Services Not Delivered Means Banks Skating On Thin Ice Charging For Services Not Delivered Means Banks Skating On Thin Ice

by Rodney Lester

Banks are expected to refund around $200 Million for services never delivered. Who can they blame but themselves?

Adviser Ratings Profiles Kristin Bishop Adviser Ratings Profiles Kristin Bishop Adviser Ratings Profiles Kristin Bishop

by Kristin Bishop

Our Adviser Profile this week is Kristin Bishop, a Platinum Adviser with 17 client reviews and an average customer rating of 98%. Kristin is from Fresh Financial Solutions in Ferntree Gully in Vic.

Ask an Adviser - Should We Sell or Keep Our Investment Property Ask an Adviser - Should We Sell or Keep Our Investment Property Ask an Adviser - Should We Sell or Keep Our Investment Property

by Phil Thompson, RISE FINANCIAL

We are considering selling an investment property and putting the profit into our own home mortgage. My question is if this is the sensible thing to do with the market being low currently, or should I hang on to realise further capital gains?

Ask an Adviser - 0% Credit Card  Balance Transfers Ask an Adviser - 0% Credit Card  Balance Transfers Ask an Adviser - 0% Credit Card Balance Transfers

by David Van Den Berg, Varria

They say nothing in life is for free, so what should I be careful about with those 0% credit card balance transfer offers?

Ask an Adviser - Should I Use My Savings To Get a Home Loan or Business Loan First? Ask an Adviser - Should I Use My Savings To Get a Home Loan or Business Loan First? Ask an Adviser - Should I Use My Savings To Get a Home Loan or Business Loan First?

by Sam Wallis-Smith

I have savings - would it be wise to have a home loan first and then use the house to obtain a loan for business or get business started first and get a plan to get a house?

Ask an Adviser - Transferring My Student Loan to Australia Ask an Adviser - Transferring My Student Loan to Australia Ask an Adviser - Transferring My Student Loan to Australia

by Kane Jiang

I have a student debt of around $30,000 from an overseas bank at an interest rate of 11% p.a. How do I get the loan transferred to Australia?

Adviser Ratings Profiles Effi Bowtell Adviser Ratings Profiles Effi Bowtell Adviser Ratings Profiles Effi Bowtell

by Effi Bowtell

Our Adviser Profile this week is Effi Bowtell, a Platinum Adviser with 12 client reviews and an average customer rating of 100%. Effi is from Entire Financial Solutions on the Sunshine Coast in Qld.