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Adviser Ratings Profiles Nerida Hicks Adviser Ratings Profiles Nerida Hicks Adviser Ratings Profiles Nerida Hicks

by Nerida Hicks

This week we are proud to profile Nerida Hicks of Bridges Personal Investment Services in Nowra. Nerida has shot to the top of our ratings on review leaderboard with over 140 reviews on her profile, an Adviser Rating of 100% and a fantastic average…

Some Thoughts on the Year Nearly Passed Some Thoughts on the Year Nearly Passed Some Thoughts on the Year Nearly Passed

by Rodney Lester

Where has the year gone? Seriously. The shops are full of Christmas gear and we’ll be ticking over to 2016 in no time. 2016! We’re more than half way through the second decade of the 21st Century. Does anybody else remember partying like it was 1999…

Negative reviews - A case study Negative reviews - A case study Negative reviews - A case study

by Rodney Lester

No one wants a negative review of themselves or their business. It can hurt, it can feel unfair and once out there we can feel like it’s out of our control - who knows what damage it could do? Right? Well, not necessarily. We know there is…

Ask an Adviser - Appetite for Risk Ask an Adviser - Appetite for Risk Ask an Adviser - Appetite for Risk

by Tim Henry

How hard is it to really find out a person's appetite for investment risk? Is it enough to ask them directly or are there other ways to finding out less directly?

Ask an Adviser - Thinking about the Future Ask an Adviser - Thinking about the Future Ask an Adviser - Thinking about the Future

by Tim Henry

When talking about the future with clients is it easier to talk in terms of stages ie retirement, moving into a home etc or in terms of years from now. Which is more helpful in that many of us find the future a hard concept to accept will ever come?

The Sharing Economy The Sharing Economy The Sharing Economy

by Rodney Lester

The consumer advocacy group CHOICE is currently involved in a stoush with the taxi industry after it found that services offered by the "ride-sharing" company Uber were cheaper and offered an overall better experience when compared to taxis. This…

Advisers & Stock Pickers Advisers & Stock Pickers Advisers & Stock Pickers

by Angus Woods

In my personal search for a research provider, I recently googled the term “Top Stock Picks Australia 2015” and the second search item that came up was an article from the Motley Fool Australia site, a well known investment recommendation site. So,…

Top tips consumers might like to know the Ombudsman provides for financial advisers Top tips consumers might like to know the Ombudsman provides for financial advisers Top tips consumers might like to know the Ombudsman provides for financial advisers

by Christopher Zinn

This is an edited version of tips the Financial Ombudsman Service gives to planners. It’s interesting to know the advice given to planners.

How science may help us make better decisions around our financial futures How science may help us make better decisions around our financial futures How science may help us make better decisions around our financial futures

by Christopher Zinn

Financial planners use their expertise to advise the rest of us how to make better decisions around spending and saving our money so what can science achieve differently? The new area of ‘decision science' is looking at still unanswered questions…