financial planning
53 results tagged financial planning:
The problem with getting financial advice from your bank
Next time friendly bank staff want to help you with your money, consider this: 75% of advice given to customers wasn't in the client's best interests, according to an ASIC review of the big four banks and AMP.
10 warning signs of a dodgy financial planner
It's tough to distinguish between an "honest and good", "honest yet incompetent" and "downright rogue" financial planner. Here's a checklist to help you.
Financial independence ‘a hell of a lot easier if you target a basic lifestyle’
Money matters have become complicated over the past 30 years but it's easier to gain financial independence with a basic lifestyle.
Investing: Are you your own worst enemy?
Emotional decision-making means investors can often be their own worst enemy. Don't be that guy.
What I’ll teach my son about investing
This letter is "just in case" I don't live long enough to see you come of age and it's about investing.
$30 million: the cost of bad financial advice
Bad financial advice results in $30 million compensation paid to poorly-advised clients.
Five steps to reach your money goals in 2017
Didn't quite get your financial house in order last year? Here are five steps to hit your financial goals in 2017.
Ask Paul: Can I become financially independent by 29?
Uni student Thomas has invested $95,000. Should he save for a deposit on an investment property or continue with shares?
How to budget for Christmas like a finance expert
Aussies are gearing up to spend $9.77 billion on gifts alone this year. Here's how to prepare your Christmas budget like a financial planner.
Ask Paul: Should we pay off our home or top up super?
My husband is a sole trader who doesn't contribute to super. Should we pay off our home or top up super?
