by Vanessa Woodley
Vanessa, gold adviser, has an adviser rating of 84% and a customer rating of 98% from 5 customer reviews. Vanessa works at Sentinel Wealth Management at Milson's Point in Sydney.
by Robert Goudie
Katherine from Sydney asked:
We are a couple in our 30s with a mortgage, car loan and no kids at this stage. We haven't saved much given our funds were needed to finance other family matters. My husband is in a contract role and I work full…
by Angus Woods
With this being our last newsletter of 2014, we want to wish everybody a happy holiday break (if you’re having one). To say 2014 was a challenging year for the financial advice profession is an understatement – in fact, in the words of Queen…
by Dominic Mulcahy
Dominic, our first platinum adviser from the Apple Isle, has an adviser rating of 91% and a customer rating of 98% from 7 customer reviews. Dominic works at Genesys Advisers in Hobart, Tasmania.
by Christopher Zinn
Many complain it’s mighty difficult to find any good news about planners in the media, and police and priests might agree.
They all face inquiries and deluges of negativity despite the obvious fact most, even the overwhelming majority of…
by Christopher Zinn
Elliott Watson advised a policewoman, who was struggling to manage decisions around two large payouts when medically discharged, and saved her $70,000 in potential tax bills. The senior financial planner from Rethink at Newcastle Financial Planning…
by Adviser Ratings
Mick Questions - I’m 64 but don’t plan to retire for another 3 to 4 years. I may reduce work to four days a week in 2016. So my questions are - at the moment my Super is 80% balanced and 20% conservative. How should I manage this in the next 3-4…
by Angus Woods
Well, the rollercoaster ride that has been FOFA (Future Of Financial Advice), played out spectacularly last week when Senator Jacqui Lambie jumped off the PUP bandwagon and left the Coalition 2 votes short in pushing through its revised FOFA…
by Peter Horsfield
As part of our role in connecting advisers with clients, we want to showcase the abilities of the advisers utilising the platform.
This newsletter we had a welcome contribution from one of our platinum advisers, Peter Horsfield, of Smart Advice…