by admin | Sep 30, 2026 | Blog
The word “independent” gets used a lot in financial services. Sometimes it means genuinely independent. Sometimes it means “independent-looking, provided you do not ask too many follow-up questions”. In Australia, the term has a specific meaning. An independent...
by admin | Sep 25, 2026 | Blog, Uncategorised
Searching for a financial adviser can be surprisingly difficult.Google “financial advisor Melbourne” and you will quickly discover that almost everyone is experienced, trusted, client focused, strategic, holistic and passionate. Apparently nobody in financial planning...
by admin | Sep 19, 2026 | Blog
Financial adviser qualifications are not exactly dinner-party reading, but they matter when someone is helping with your money. Check authorisation first In Australia, an adviser should be licensed or authorised to provide personal financial advice. The Financial...
by admin | Sep 11, 2026 | Blog
Financial planning changes because life changes. Annoying, yes. Also unavoidable. Young professionals Early financial planning often focuses on cash flow, debt, super, insurance, investing habits, and major goals such as buying property. The biggest advantage is time....
by admin | Sep 5, 2026 | Blog
A financial advice fee is not just paying someone to have a meeting and nod thoughtfully at your super statement. Discovery and fact finding The adviser needs to understand your goals, financial position, family situation, debts, assets, risk comfort, income,...
