financial planning

53 results tagged financial planning:

Where to find free financial advice

There is a surprising amount of free financial advice available to consumers. Did you know, for example, that the Department of Human Services' financial information service offers free financial seminars?

The five money questions we’re asking the most

Need help making a financial decision? Consider seeing a financial planner. Here are the five most asked questions received by financial planners.

Robo advice vs. real life: which adviser is better for your money?

Robo or real-life financial advice - which adviser is better for your money? We take the debate to two experts to weigh up the pros and cons of each.

Ask Paul: How can we manage money with son’s disability?

Lynda's son was diagnosed with a lifelong disability and since then their financial goals have taken a back seat. She asks Paul Clitheroe for direction.

Top five financial mistakes people make

Some of the biggest financial mistakes are also the most common. Here are the top five financial mistakes and how you can avoid them.

Changes to accountant licensing and advice you need to know

Unless your accountant has obtained a limited or full Australian financial services (AFS) licence by June 30, 2016, they will be unable to continue advising SMSF trustees on a range of issues.

Ask Paul: How to push back when financial planners take over?

Financial planners are insisting on managing John and his wife's wealth. Paul Clitheroe advises John on how to stay in control.

Financial planners charging far more than we want to pay

Australians have a problem with the cost of financial advice. The amount they want to pay falls way short of the true cost.

What you should look for in a good financial planner

One of the many questions we're asked is how to find a good financial planner. Here are some top tips for choosing a qualified planner.

Watch out for financial planning fees

A truly independent financial adviser will have your interests at heart.
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