A Brisbane financial planner can help get your affairs in order for your business and personal needs.
As people from the southern states flock to the beautiful Sunshine State, the people of Brisbane need to ensure their assets are protected and in the best place to capitalise on the market growth. From skyrocketing property prices, through to real estate investment trusts (REIT) geared to capitalise on the current growth, are your personal […]
Want to find a financial planner in Perth to get your finances in order? Ask us for an appointment.
As the most isolated capital city in the world, Perth residents have long enjoyed the fruits of the mining boom, the picturesque beaches and a lifestyle that is arguably the envy of much of Australia. However, Perth has also experienced the economic highs, and desperate lows due to its reliance on what it pulls out […]
The Next Steps…
Weigh the situation, then move – Sun Tzu Your financial journey is now in your hands. This Walker Capital eBook has provided you with the details of the product, price, place, people and processes of financial planning – now it’s up to you to make it happen. The next steps are to look inwards, review […]
What happens if something goes wrong with my financial advice?
Sometimes things go sideways, advice is provided that leads to money being lost either on a small scale or potentially a life altering scale. For example, you may get advice to invest your savings into a fund, so you put your retirement nest egg or part of it into a short-term vehicle on your financial […]
What are the risks of working with a financial planner?
As we have clearly outlined throughout this Walker Capital eBook, the risks (and costs) of not working with a financial planner are far greater than that of working with one. The missed opportunities, how as little as $100 per month into a managed account could one day give you a $280,000+ nest egg, or how […]
How did the Royal Commission into the Financial Services Sector effect my Financial Planner?
Unless you were sleeping under a rock and haven’t read any of the previous chapters of the Walker Capital eBook into Financial Planning, you would have heard about the into Misconduct in the Banking, Superannuation and Financial Services Sector. The findings were damning, and the whole sector has gone through an overhaul to regain the trust of […]
Common Mistakes when seeking advice from Financial Planners
Choosing your financial planner is important, as they will more than likely be a ‘long term partner’ to you and your financial progress (or journey) from where you are now through to your retirement. There is a range of common mistakes that people make when seeking advice, and these should be known prior, during and […]
Key Watch Outs with Financial Planning
Financial Planners and advisors are charged with managing your money for your future. It is not about they want, their ideas or their interests, it is of the upmost importance that you remember that you are the client and it’s your money. In recent times, the Royal Commission has gone along way to stamp out a lot of the ‘cowboys’ of […]
Fee-Only vs Fee Based – What is the best method?
No one likes discussing billing or having to pay bills, regardless of if you are paying your phone bill, car registration or your financial planner for services. Like with many services, there are several different types of fee structures, based on which financial planners you use and what product or services you invest in. For […]
How much does it cost to hire a financial planner?
A financial planner with a solid financial plan over your lifetime can save you tens or hundreds of thousands of dollars of your financial journey, even more! That may sound unrealistic, but if you look at starting small, investing a little, if you put $100 per month in an investment account with a compounding interest […]