by Lee Nickelson
Our Adviser Profile this week is Lee Nickelson, who is passionate about creating a world where her two daughters can grow up to receive every opportunity in life. A CFP qualified adviser from Income Solutions in Richmond, Victoria, Lee is a Gold…
by Justin Hooper
Stories about investing are never about the average investment – they’re always about the heroic or tragic investors – the ones that have either made it very big or failed badly. These are the outliers and the truth is that almost all investors make…
by Adam Turk
As an adviser, if you have not applied for MDA authorisation on your AFSL and are recommending or dealing in MDA’s, IMA’s or SMA’s whether they are via a platform or not, you are in breach of ASIC’s new MDA regulations that came into force on…
by John O'Brien
Our Adviser Profile this week is John O’Brien, a Partner at VISIS Private Wealth operating out of Brisbane. John is a Platinum adviser with 16 client reviews, with an average client rating of 4.9 out of 5 stars.
by Ben Neilson
My father wants to gift my brother and myself an equal A$250,000. Will this have any impact on our declared Centrelink income (currently $130,000 combined family income) and the childcare rebate and childcare benefit?
by Bianca Hartge-Hazelman
Women's Index sets aspirational target which finds economic equality could be here in just over a decade but only if pace of progress keeps up.
by Adviser Ratings
The recent 10-year anniversary of what became known as the “GFC” invariably raised questions about what we have learned and what has changed that might prevent a similar calamity in the future. Many think another crisis is imminent. Do financial…
by Luke Mase
Platinum Adviser Luke Mase says the funny thing about loyalty is that the longer we remain loyal, the stronger our desire to remain loyal becomes. Knowing this, is it possible that an institution has been taking advantage of your loyalty ever since…
by Matthew Ross
Spring is here and Christmas is just around the corner. There is a buzz in the air and during this time there is a lot of opportunity to spend more than you would normally. Can we save money in a quarter when there is typically a lot of spending?…