What qualifies a financial planner?
There is a vast array of expertise, training, qualification and ongoing development that is required to become, and remain a financial planner There are many different business professionals offering almost as many services in today’s personal finance world. When it comes to financial planning, as could (and should) be expected there is a vast array […]
How to maximize the upside of working with a financial planner?
Ask the right questions, hold your financial planners accountable, and ensure you maximise the upside of working with them, and more importantly, them working for you When working with a financial planner, there are several key ways individuals can maximise results and take responsibility for your financial future. Firstly, we need to ensure that you […]
How do you measure a financial planner’s performance?
There are a key set of variables that you want to ensure you have a handle on with your financial planner, to keep them honest and accountable Like with anything, we all enjoy value for our hard-earned money! Be it from a great deal on a new outfit, a discount on your next family holiday, […]
What should a Financial Planner cost?
If you have ever heard the adage “You have to spend money to make money”? When it comes to your Financial Planner, nothing more is closer to the truth. “For many Australians, one of the big barriers to getting financial advice is the cost. In 2019, ASIC research found that 41% of Australians intended to get […]
How to find a financial planner?
Once you have decided that you want a financial planner, finding a good one is the next step. Like your personal financial situation, finding the right financial planner is a very subjective process – you need to find the best financial planner for you. While you need to ensure your financial planner has a personality […]
Do I need a financial planner?
A financial planner can provide you with meaningful advice, realistic advice about what your financial future could look like, and importantly how to get there. When thinking about your future, there are many things that no matter who you are, we all consider at one point in time. How much money do I need to […]
What is Financial Planning?
Financial planning is the process of setting yourself and your loved ones up for a future in which you can enjoy, live comfortably and not worry about financial matters. Many people have an idea what financial planning is, setting a budget, saving, investing money and helping people with money realise growth on that money. However, […]
Introduction to Financial Planning
Working with a professional financial planner can give you confidence and peace of mind that your financial future is secure. There are many myths and misunderstandings about financial planning, that they are only for the wealthy, that they only push their products or the ones that make them the most commission, and even that they are […]