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…
by Christopher Zinn
We hear a great deal about The Future of Financial Advice, which by its very nature is forward- looking but what about the besieged present, given yet another round of changes?
It’s hard to tell as the professionals, whose expertise is around…
by Adviser Ratings
Our Adviser Profile this week is Tracey Ferguson, a Platinum Adviser with 22 client reviews and an average customer rating of 96%. Tracey is a Director of Ferguson Financial Planning in Maroochydore, Qld.
by Angus Woods
Just 1 month into the launch of Adviser Ratings and we’ve had more than 1,000 advisers register across Australia – more than validating that advisers support the need for change.
by Adviser Ratings
Benjamin Nash - Ben is one of our gold rated advisers with an adviser rating of 83% and an almost flawless customer rating of 99% from 9 customer reviews. Ben works at Pivot Wealth in Sydney.
by Julian Battistella & Corin Jacka
A must read for our first "Ask an Expert" section. We want to thank both Julian Battistella of Battistella Financial Services Pty Ltd and Corin Jacka Financial Solutions Pty Ltd, both platinum advisers. And thank you to Glenn Mabbott of Sydney for…