by Robert Goudie
Investment planning is an important part of financial planning but underpinning the whole process of creating wealth in the first place is having a good financial strategy. Each of us has specific needs and desires, of course, but there are a number…
by Adviser Ratings
Adviser Rating Latest Data analysis indicates that the last year has seen the creation of 336 new licensee entities. During the same period, 118 licensees have been discontinued, affecting over 2,000 advisers. Of these advisers only 36% have been…
by Simon Pederson
In retirement, you may dream about overseas holidays, home renovations or simply spending more time with your friends and family. However, the reality is that many people’s savings are unlikely to match their retirement expectations unless they take…
by Adviser Ratings
New analysis from Adviser Ratings shows that authorisations of new advisers have flat lined in the first two months of the year. After more than 2,500 new advisers gained authorisation in December 2018, a grand total of only 4 new advisers were…
by Adviser Ratings
Today we'd like to introduce a fantastic new resource for the advice community. The initiative, called Adviser Marketplace, will allow advisers and the wider advice community to access information that was previously out of reach. The Adviser…
by
Improving our physical, mental and emotional health has a wide range of explicit benefits, and we can all see clearly defined motivating factors behind setting ourselves health-related goals. Things can get a little bit more ambiguous when it comes…
by Simon Pederson
Question 1
I have inherited $40,000 from my father in NZ when he passed away - do I have to pay tax on this money when I transfer to here in Australia?
Question 2
I am a foreigner. My daughter is Australian PR. I want to buy her an apartment in…
by Adviser Ratings
Having previously looked at some analysis of new and ceased adviser numbers for the period of Dec 2018-Feb 2019, we now turn our attention to advisers who are returning to the industry and/or switching between licensees. During this period, there…
by Adviser Ratings
We are very excited to finally announce the impending launch of the Adviser Marketplace. It's the exact same premise as our core ratings product, but this time it puts the adviser in the driver's seat.