Posts Tagged ‘financial planning’
Six Tips for Finding the Right Financial Planner
Professional financial advice can significantly improve your financial wellbeing. Finding the right financial planner however is no easy task, so it’s important you know what to look for. Here are six tips to help you in your search: A license to provide financial advice Always look for a financial planner who works for a firm…
Read MoreThree Times You Need to Be More Than a Financial Planner
As a trusted financial planner, it’s not always just about the money for your clients. Sometimes you may be dealing with simple, arms-length requirements, such as growing an SMSF to a certain amount, or building an investment portfolio that achieves a certain return. Oftentimes, however, you will be helping clients navigate the most sensitive and…
Read MoreWellbeing Trumps Wealth
It is so easy to get swept into the cycle of thinking that having more money leads to a happier, more fulfilling life. But wealth isn’t a golden ticket to happiness, and a good financial plan will find the balance between wealth and well-being. Here are three outcomes from a good financial plan that…
Read MoreSafeguarding your retirement plan
From wills to long-term budgeting, there’s a lot to think about when making your retirement to-do list. Here’s some tips to make sure you’ve ticked all the boxes. 1. Check your will Without a valid will, an administrator will be appointed to manage your estate, which may cause your family plenty of problems. To save…
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