Tags » Financial Adviser

The Value of Objective Financial Planning

What is the value that people get when they work with an objective, client-focused financial planner?

Most planning firms are reluctant to toot their own horns—partly out of modesty, and partly out of a conviction that you probably have better things to do than read about how they help you with your financial life. 1,360 more words

Financial Planning

Kathleen Yellam Eggers, CRPC®

First Vice President, Financial Adviser
Major Financial Institution
Bellevue, WA, USA
Industry: Finance
Field: Investment Management and Financial Planning

Throughout her entire career in finance, Kathleen Yellam Eggers has dedicated her time and expertise to one company. 1,162 more words


Diversification, Diversification, Diversification

Whenever you meet with a financial planner you can expect to be told that you should diversify your investments to reduce risk. But how much diversification should you accept and when does it cease to become a good thing? 353 more words

Stuart Porter

5 Questions a First Time Buyer Might Ask

MORTGAGE. It’s one big scary word. A mortgage is effectively a loan to buy a property, where the lender has the right to take ownership of the property if the conditions of the loan agreement are not met. 654 more words

Financial Adviser

Retirement Annuities: The new trust fund for you and your family

The Challenge

I have been in this profession for a while now and realize most people do not know exactly what retirement annuities are. I hope this article sheds a bit of light… 1,159 more words

Financial Adviser

Development of SMSF - Self Managed Superannuation Funds

The latest research from the ATO record report for June 2014 indicate;

1. The amount of SMSF Adviser have increased to more than 534,000. An improve of over 6%, 152 more words

Smsf Adviser

The Countdown Starts NOW

I met with my financial adviser – yes broke people need a financial adviser. If they didn’t they wouldn’t be broke! –  this weekend and at the time I was feeling pretty low all in all. 591 more words

Living Your Best Life