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Video: Ben Rossi on Borrowing to Buy Property with Super Video: Ben Rossi on Borrowing to Buy Property with Super Video: Ben Rossi on Borrowing to Buy Property with Super

by Ben Rossi, First Financial Melbourne

Ben Rossi from First Financial Melbourne explains benefits and risks of borrowing to buy property with your superannuation. Being more complex than buying in your own name, it is made clear just how important it is to get the right advice regarding…

Video: Neil Sonneveld on the Importance of Budgeting Video: Neil Sonneveld on the Importance of Budgeting Video: Neil Sonneveld on the Importance of Budgeting

by Neil Sonneveld, Mansfield Financial Planning

Video: Having a household budget provides the foundation for any sound financial plan, and digital apps and tools make it so easy these days to get good visibility of your cashflow. Neil talks about the importance of having a budget, and how to go…

Improving your Financial (Under)Standing Using Robo-Advice: Investing in Shares (Part 2) Improving your Financial (Under)Standing Using Robo-Advice: Investing in Shares (Part 2) Improving your Financial (Under)Standing Using Robo-Advice: Investing in Shares (Part 2)

by Mai Nguyen

Why Robo Advice? In the second part of our exploration of Robo Advice, we look at some more Robo investing options. What is Robo Advice? It's the term used to describe a wide range of financial services provided through the digital medium. Digital…

Ask an Adviser - Should We Wait For Conditions To Improve Before Changing Our Investment Strategy? Ask an Adviser - Should We Wait For Conditions To Improve Before Changing Our Investment Strategy? Ask an Adviser - Should We Wait For Conditions To Improve Before Changing Our…

by Simon Shepherd

My wife and I are self funded retirees and we derive our income from our AustralianSuper Choice Income Pension Accounts. In 2016, the Fund’s Financial Advisor advised us to each invest 50/50 in their Conservative Balanced and Diversified Fixed…

Prudentia White Paper: Financial Advice for Women Prudentia White Paper: Financial Advice for Women Prudentia White Paper: Financial Advice for Women

by Sofie Korac, Prudentia Financial Planning

Women don’t share the same kind of financial life that men do. So why should they receive the same financial advice? Sofie Korac's mission is to empower women with the skills, knowledge, strategies and confidence necessary to become and remain…

A Guide to Property Investment A Guide to Property Investment A Guide to Property Investment

by Adviser Ratings

While investing in property is considered to be less risky than other types of investment, there are many many things that need to be considered before taking the plunge. This guide outlines some of those things....

Advisers Get Active On Industry Changes Advisers Get Active On Industry Changes Advisers Get Active On Industry Changes

by Adviser Ratings

Our industry is currently undergoing a massive state of change. FASEA and the Royal Commission are two key agents leading to much anxiety in the world of financial advisers. Everything from fee structures and remuneration to “structural separation”…

Adviser Ratings Profiles Simon Shepherd Adviser Ratings Profiles Simon Shepherd Adviser Ratings Profiles Simon Shepherd

by Simon Shepherd

Our Adviser profile this week is Simon Shepherd from Morgans Financial in Chatswood in Sydney. Simon is a Platinum adviser with 18 client reviews at an average rating of 4.74 out of 5 stars.

Enzo Fantasia Says Goodbye To His Clients Enzo Fantasia Says Goodbye To His Clients Enzo Fantasia Says Goodbye To His Clients

by Adviser Ratings

Enzo Fantasia has been helping clients in the Bunbury area in WA for over 27 years and has built a loyal clientele over that time. He was one of the first advisers to claim his profile on Adviser Ratings. We thought it might be nice to take this…