by Bob Nixon
Our Adviser Profile this week is Bob Nixon. Bob is the Principal Adviser and Managing Director of Nixon Financial Services in Gisborne in Victoria.
by Richard in Sydney
My parents have lived in Australia for 20+years and the whole time drawing a UK pension. Is it possible to transfer it out here? What do we need to be aware of when considering this? I keep seeing the term 'QROPS'. What is this, and is it important?
by Rodney Lester
The much quoted figure, if you want to believe it, is that you need a million dollars or more to draw on once you have retired, but the amount a person “needs” to retire on will depend overwhelmingly on that individual's needs and desires...
by Darren Johns
Our Adviser Profile this week is Darren Johns, the 2016 AFA Financial Adviser of the Year. Darren has 36 client reviews rating him at 97%. His self licensed advice business, Align Financial operates from Narrabeen, in Sydney’s Northern beaches.
by Sally From Melbourne
I started my retail florist business 4 years ago. Its growing and I am paying off a $50,000 debt slowly but regularly. My boyfriend came on board 7 months ago and is doing more hours than getting paid for. I am still protective of what i have grown…
by John Goldie
Our Ask an Adviser question last week got at least one UK pension adviser thinking, and he wanted to share a little more about the complexity of transferring pensions that the limited word format of the responses did not allow...
by Vera from Brisbane
My parents would like to help me with my mortgage by sending money to me from overseas. As the receiver of the money, what tax implication will I have on my tax position, do I need to declare it on my tax return? As the sender, what tax implication…
by Jordan Ryan
Platinum Adviser Jordan Ryan always hears the same objections for why people are yet to consider personal insurance, or why they haven’t reviewed their existing insurance portfolio. He sets the record straight here...
by Gary Winwood-Smith
Our Adviser Profile this week is Gary Winwood-Smith, a Platinum adviser with an exemplary Adviser Rating of 100% and 76 client reviews with an average client rating of 99%. Gary is a Senior adviser at Sydney Financial Planning, working out of their…