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Ask an Adviser - Should We Use Inheritance To Pay Off Debt Or Invest? Ask an Adviser - Should We Use Inheritance To Pay Off Debt Or Invest? Ask an Adviser - Should We Use Inheritance To Pay Off Debt Or Invest?

by Matt Meehan

I recently received an inheritance of several hundred thousand dollars. We have got a small mortgage ($150K) and outstanding debt of 90K (car, credit cards etc). Both my husband and I are mid 40’s and work and bring in about $110k per year together.…

Ask an Adviser - Should We Use Inheritance To Pay Off Debt Or Invest? (2) Ask an Adviser - Should We Use Inheritance To Pay Off Debt Or Invest? (2) Ask an Adviser - Should We Use Inheritance To Pay Off Debt Or Invest? (2)

by Anthony Roe

I recently received an inheritance of several hundred thousand dollars. We have got a small mortgage ($150K) and outstanding debt of 90K (car, credit cards etc). Both my husband and I are mid 40’s and work and bring in about $110k per year together.…

Ask an Adviser - Should We Use Inheritance To Pay Off Debt Or Invest? (3) Ask an Adviser - Should We Use Inheritance To Pay Off Debt Or Invest? (3) Ask an Adviser - Should We Use Inheritance To Pay Off Debt Or Invest? (3)

by Christine Lusher

I recently received an inheritance of several hundred thousand dollars. We have got a small mortgage ($150K) and outstanding debt of 90K (car, credit cards etc). Both my husband and I are mid 40’s and work and bring in about $110k per year together.…

Ask an Adviser - Should We Use Inheritance To Pay Off Debt Or Invest? (4) Ask an Adviser - Should We Use Inheritance To Pay Off Debt Or Invest? (4) Ask an Adviser - Should We Use Inheritance To Pay Off Debt Or Invest? (4)

by Sarit Shah

I recently received an inheritance of several hundred thousand dollars. We have got a small mortgage ($150K) and outstanding debt of 90K (car, credit cards etc). Both my husband and I are mid 40’s and work and bring in about $110k per year together.…

Advisers Answer A Question About The Best Way To Use An Inheritance Windfall Advisers Answer A Question About The Best Way To Use An Inheritance Windfall Advisers Answer A Question About The Best Way To Use An Inheritance Windfall

by Adviser Ratings

This week we get four advisers to respond to the following question from Tracey in Gosford..."I recently received an inheritance of several hundred thousand dollars. We have got a small mortgage ($150K) and outstanding debt of 90K (car, credit cards…

Industry Feature – Orphaning Clients Industry Feature – Orphaning Clients Industry Feature – Orphaning Clients

by Adviser Ratings

Behind the ongoing saga of adviser departures is the plight of their clients. The fee-for-no service (FFNS) debacle uncovered through the Royal Commission and subsequent regulation around removal of grandfathering, introduction of annual opt-ins and…

Should I Stay Or Should I Go Now? Should I Stay Or Should I Go Now? Should I Stay Or Should I Go Now?

by Jason Shepherd

It seems many advisers are waking up with that song in their head. After over 50 conversations with advisers who have previously noted their interest in practice sales/purchases, Jason Shepherd shares some takeaways - we also include the current…

Weekly Adviser Movements To September 3rd Weekly Adviser Movements To September 3rd Weekly Adviser Movements To September 3rd

by Angus Woods

Join Adviser Ratings' MD Angus Woods as he takes us through the latest adviser movements (ceased, switched in and new) up to September 3rd. Check out the latest charts, insights and where advisers are leaving and heading, and talks about the MLC…

Advisers Answer A Question About Getting Regular Contact From Your Adviser Advisers Answer A Question About Getting Regular Contact From Your Adviser Advisers Answer A Question About Getting Regular Contact From Your Adviser

by Adviser Ratings

This week we get three advisers to respond to the following question from Ruth in Dulwich Hill..."Since 2016 I have a financial advisor collecting a monthly fee from my 900K of super. Should he be contacting me to discuss my super (and also that I…

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While we may facilitate the review and introduction of Advisers, Customers of Adviser Ratings will be responsible for entering into their own agreement with Advisers introduced through our website. Adviser Ratings does not provide personal financial advice nor do we recommend or suggest a particular adviser is right for you. We provide information of a general nature and we do not take into consideration your personal objectives, financial situation or needs. Always consider whether the advice and information you are provided suits your needs. Adviser Ratings does not endorse, accept or adopt the Advisers on our site, the content of any profiles or the comments or discussion in any community forums. For further information about How We Rate Our Advisers, click here. Per quote in our video, refer KPMG research undertaken for Financial Services Council

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