Financial Adviser Blog 

The Financial Adviser Blog is your one-stop destination for all things related to personal finance and wealth management.

Packed with valuable tips and tricks, insightful financial information, and expert advice on retirement planning and superannuation, this blog is for anyone looking to take control of their finances and secure their financial future.

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Understanding Financial Risk - Part 3

While it may seem intuitive to spread your investments around, there is some science behind the process. We can diversify our portfolios in a number of ways. Read the article to learn more.

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Understanding Financial Risk - Part 2

When we talk about particular asset classes, we refer to a group of investments that fall into the main categories discussed below. You will note that each asset class has different characteristics.

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Understanding Financial Risk - Part 1

This blog is the first in a three-part series explaining Financial Risk. In our first article, we will discuss what risk is and how the risk/reward relationship is relevant to your financial situation. Stay tuned for our next two articles to learn more about financial risk.

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7 Things To Consider When Writing Your Will

It is important to have a will to save your friends and family a lot of extra stress in the event that you pass away. We have compile a list of things to consider when writing your will.

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5 Questions To Ask Your Financial Planner

In Australia there are a number of remuneration structures which exist for Financial Planners. Ensure you are aware of how your Financial Planner gets paid and that they act in your best interests.

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Estate Planning may Be Radically Different Beyond July

“How we deal with passing superannuation on the death of one spouse or both spouses requires more thought and requires thinking about ... is it better to use structures like testamentary trust in wills or even skip generations and leave it with adult children or grandchildren?”

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Newer SMSF’s Opting For Independent Advisers

That suggests there are significant opportunities for advisers to connect with clients by providing jargon-free advice and educational resources while promoting their specific expertise in areas where there are already advice gaps,” the report said.

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The Benefits And Challenges Of A Self Managed Super Fund

Self-managed super funds are just that, self-managed.  This allows for an extra level of control over the funds that you wouldn't be afforded with a regular super fund.  With a Self Managed Super Fund you are able to take responsibility for the risk profile and investment choices of all of your assets. Read more to see if it is the right choice for you.

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9 Questions About Superannuation In Australia, Answered.

Superannuation has existed in Australia since the early 1900's. As our population ages, the rules around your Superannuation change. It is often difficult to keep track of the basics of Super, so we have created this quick guide to answer some of your questions.

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5 Tips For Choosing A Super Fund

There are a few things you need to know when choosing a super fund. It is important to do some research and ask around before you commit to your chosen fund.

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3 Golden Rules For Investing

Successful investing means not only accepting risks that generate expected returns, but reducing risks that do not. Avoidable risks include holding too few securities, betting on specific countries or industries, following market predictions, and investing in flawed products. Below we have listed three golden rules that will help you invest wisely.

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3 Things To Look For When Choosing A Financial Adviser

It can be difficult choosing a Financial Planner. There are so many factors that we need to take into consideration when choosing to work with someone who is right for our needs. We have compiled a quick list of three important factors to help you choose a Financial Planner.

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When To Seek Financial Advice

Seeking financial advice can be valuable at any stage of life, here we have picked out a few key periods where speaking to a Financial Planner can help you navigate through and manage your financial goals.

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5 Tips For Planning Your Retirement

It isn't unusual to worry about heading into the unknown of life after work. We have written a brief guide to help you get organised and start planning for your retirement.

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