by Partners Planning | Aug 6, 2018 | Blog
According to the financial planning lobby, Australia’s largest banking institutions may be taking advantage of consumer confusion over the term “general advice” to sell products via staff that are not qualified advisers and have no legal requirement to put customers...
by Partners Planning | Aug 6, 2018 | Blog
Having decided you will benefit from financial planning advice, you generally have only a handful of choices when it comes to sourcing advice and guidance from a professional and qualified planner. You could seek advice from: Industry funds such as CBUS, First State,...
by Partners Planning | Sep 1, 2017 | Blog, Featured
A step-by-step guide for Parents who are acting as Guarantors With today’s property prices, first home ownership is becoming harder and harder to achieve. Too often, we’re finding that parents want to help their children achieve their home ownership dreams, but are...
by Partners Planning | Sep 1, 2017 | Blog, Featured
Buying Life Insurance is no easy task. It raises a lot of uncertain questions that leave us wondering what we need to do to make it easier for our loved ones should anything unexpected occur. Here are the four most common mistakes that people make when buying life...
by Partners Planning | Sep 1, 2017 | Blog, Featured
With a Royal Commission into the finance industry just around the corner, it’s important now, more than ever, to obtain accurate financial advice. We’ve created a list of go-to questions to ask before partnering with a financial planner. Traditionally, the local Bank...
by Paul Pellegrino | Dec 2, 2014 | Blog
Can my Superannuation pay for insurance? A Super Way To Insure An essential part of every financial plan is having personal insurance. But it’s also important to make sure you purchase it in a tax-effective way. Benefit From Up-Front Tax Concessions If you buy...
