by Elizabeth from Tas
Our elderly mother has a substantial amount of money in her bank account and she would like to gift it to her children. We have been told that she is not able to do this as there is a limit to how much she can give away. Is this true? Or can she…
by Kellie from Goulburn in NSW
In nominating my super beneficiaries, what is a 'binding' vs 'non-binding' nomination and why do some expire after 3 years and some do not? What about Tax...
by Andrew Dunbar
We profile Andrew Dunbar, a Platinum adviser with 13 reviews and an average customer rating of 100%. Andrew is a Director and Senior Financial Planner with Apt Wealth Partners, servicing clients from their Melbourne CBD office.
by Matt Grant
Does your superannuation includes insurance? In many cases, this basic cover is insufficient in terms of quality and quantity. Adviser Matt Grant shares a cautionary tale which could have ended very differently without his intervention.
by Angus Woods
Adviser Ratings launched over 3 years ago with the ambition to make advisers more accessible to Australians in psychological ways that Australians are used to engaging – hence the reviews platform.
by Greg J in Newcastle
Can someone please explain what it means to 'negatively gear' a property in simple language and when is a good time to do it?
by Brendan Stone
Given most of us will spend about a quarter of our lives in retirement, could you honestly say you know the intricate machinations of your super fund?
by Michael Rees-Evans
Our Adviser Profile this week is Michael Rees-Evans, a Platinum adviser with 12 reviews and an average customer rating of 96%. Michael is Director and Senior Financial Planner with Libertas Wealth Consulting in Sydney.
by Yosha Steeghs
Our Adviser Profile this week is Yosha Steeghs, a Platinum adviser with 8 reviews and an average customer rating of 100%. Yosha is a Director and Wealth Adviser with Yes Wealth, in North Sydney.