Tags » Financial Adviser

Is It Fair That High Superannuation Fees and Commissions Mean You Have To Work Longer And Retire Later?

If you have an investment that was in place prior to 30 June 2013, it is highly likely that someone is still being paid a commission or other incentive payment. 98 more words


How to Find a Financial Advisor If You’re Not Rich

It’s not unusual for wealthy people to have a number of advisors.  The publication The Street points out “Wealthy investors are increasingly seeking professional guidance in money matters, with 82% of millionaires using a financial advisor in 2013.” 432 more words

Financial Planning

Cost Effective Thematic Investment

Last week we looked at what thematic investment is. This week I will show you a cost effective way of managing your portfolio to the theme you have chosen. 497 more words

Stuart Porter

Setting the record straight, with John Warburton, Executive Director, Distribution, Prudential

We face a ‘new paradigm’ for financial planning and retirement provision, according to Prudential’s executive director, distribution, John Warburton, who believes George Osborne’s Budget announcements very much suit the insurance giant over the medium to long term. 570 more words

Financial Services

Valuable and true financial advice simplifies goals transforming into Reality

Are you grappling with your financial plans? Need help? Get in touch with a financial consultant best suited for your financial blue print and feel the difference. 484 more words

Financial Adviser


There are many ingredients going in to any professional relationship, and searching for a Financial Advisor can be particularly complex and confusing.  We’re focusing on one very important distinction when evaluating financial providers…the “F” word. 423 more words

Certified Financial Planner