Tags » Financial Planners

Let us talk money, honey!


IN the old days of match-making, parents ask their prospective son-in-law about his income so that they can assess if he was able to support their daughter comfortably or at least to the level of what she’s been used to. 328 more words


Why Financial Planning at all ?

Why Financial Planning At All?

Interestingly, to understand this, let’s go back to the school days. Although, not much is taught about managing personal finance in school, however, one thing can be clearly understood from what we all have done or experienced. 1,337 more words

Certified Financial Planners

6 Aug 2014 (AFR) - Row over changes allowing financial planners to advise on tax

(6 August 2014, AFR, p32, Nassim Khadem)

‘Investors may be put at risk by new Abbott government rules allowing financial planners with six years’ ­experience to dole out tax advice. 61 more words

1.Market Observations

5 Aug 2014 (AFR) - Bank branding dupes customers - Investors unaware of big-bank link to financial planners: Roy Morgan

(5 August 2014, AFR, p19,

James Eyers

Investors are being deceived by the branding of big bank-owned financial planning groups, with many falsely believing they are receiving independent advice, a survey has found. 53 more words

1.Market Observations

1 Aug 2014 (AFR) - ASIC chases rogue planners

(1 August 2014, AFR, p11, Nassim Khadem)

‘Rule changes aimed at weeding out rogue financial planners haven’t cleaned up the industry. “There’s still pockets of poor advice out there,” said the Australian Securities Investments Commission commissioner Greg Tanzer after the regulator released its six-monthly report card. 47 more words

1.Market Observations

Enter the Financial Advisory Gurus?


Understanding the Nexus Between Fame and Quality


  • “I see that firm’s ads everywhere.”
  • “His books are best-sellers.”
  • “That advisor does all kinds of free seminars for retirees.” …
  • 762 more words
Financial Planning

What Does a Financial Planner Do?

When asked, “What do you think a financial planner does?” Silence! Despite what some people think, financial planners do serve a purpose. For the most part, people simply believe before they meet with a financial planner, they must be wealthy; near retirement; or strictly interested in investing. 324 more words

Financial Planners