by Liam Shorte
In this piece, Liam Shorte shows how he performs his advisory roles and includes the actual services he provides to his clients. He identifies what he actually does in his roles as a “Professional Financial Planner” and a “Personal Finance Coach”.
by Angus Woods
The size and strength of the Australian superannuation industry, mandated by compulsory contributions, is well documented. For a traditionally sleepy sector, it is evolving rapidly driven by continuous government and regulatory impost, commercial…
by Liam Shorte
This week, Platinum adviser Liam Shorte outlines the final 3 roles he felt he played as a financial planner. Liam expands to show how he performs these roles and includes the actual services he provides to his clients. This week he concludes the…
by Lynette Murray
In wealthier countries such as Australia, 50% of the people born in 2000 will get to celebrate their 100th birthday. If you plan to retire at 60 or even 70, that’s a lot of gardening and golf! Regardless of your age, it’s never too early to start…
by Adviser Ratings
Speculation is rife as to the reason for Dover’s closure as the fallout from the shock announcement last Friday continues. The latest reports indicate Dover is calling for immediate payments of debts that it originally agreed with advisers to…
by Adviser Ratings
Adviser Ratings has been in contact with hundreds of advisers regarding the collapse of Dover Financial and acknowledges the high stress environment it has created. Our conversations indicate there has been an outpouring of support from segments of…
by Adviser ratings
Big news this week as Westpac announced it has moved to remove grandfathered payments attributable to their BT advice products. The announcement said BT would honour its contractual obligations to external financial advisers who are currently…
by John Barton, MGD Wealth
It wasn’t that long ago that most us considered religion, money, sex, politics and death pretty much off-limits when it came to polite conversation. Today, most of us talk fairly openly about most things – the exception for most of us is money!
by Robert Goudie
Jargon in any industry often confuses and confounds those who do not deal with it every day. But investing shouldn’t be a minefield of gobbledygook that stops you understanding what your money is doing. Here we’ve taken some of the more commonly…