Financial Planning
How to leave money to charity in your will
You don't need millions of dollars to make an impact. Here's how estate planning can help you leave a meaningful legacy through charitable giving.
The viral AI money trick experts say you should avoid
A viral money tip from Mel Robbins is raising alarm, with experts warning uploading bank details to AI could expose Australians to fraud and data risks.
Why one-off financial advice is so hard to get
Getting one-off financial advice sounds simple. In reality, it's costly and hard to access. Here's why, and what options consumers have.
Can Australia fix its financial advice problem and lower costs?
Australia's advice gap is growing as costs rise and adviser numbers fall. New reforms aim to make financial advice more accessible, affordable and secure.
ASIC bans adviser who stole from super accounts
David Valvo, the former financial adviser, amateur comedian and celebrity impersonator who stole $110,000 from clients, has been permanently banned by ASIC.
Friends With Money #240: Will getting financial advice pay off?
Is seeing a financial planner worth it? Sarah Abood, CEO of the Financial Advice Association Australia, joins Tom Watson on the Friends With Money podcast.
The truth about the 4% rule: Why it’s a trap for Aussies
The 4% safe withdrawal rate is a good rule of thumb in retirement, right? Wrong. There are two reasons it doesn't work for most Australians.
AMP to pay $29m to settle class action
AMP will pay $29 million to settle a class action alleging advisers breached duties by selling overpriced insurance to 100,000 Australians.
New rules could make it easier to get financial advice
Confused about financial advice? A new system could make it easier to find out what level of support you actually need - help, guidance or advice.
Ask Paul: Why is financial planning so expensive?
Should financial planning be free? Edwin thinks so. "It's certainly out of reach for ordinary people," he tells Paul Clitheroe.
