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financial planning
53 results tagged financial planning:
Ask Paul: Have I invested right in case I die at 65?
After losing several relatives, Matt needs someone to tell him that his family will be ok whatever happens. So what does Paul Clitheroe think of Matt's plan for his money?
Ask Paul: A financial planner lost me tens of thousands of dollars
In 2001, a financial planner ignored John's instructions and invested 40% of his wealth in US shares. Then September 11 happened.
When being part of a class action is as traumatic as being ripped off
Investors who have been ripped off on a grand scale can take their case to court but a class action can come at a high financial and emotional cost.
How to find a financial adviser who passes the ‘nanna test’
It's all well and good for a financial adviser to have the right qualifications, a clean complaints history and operate fee-for-service, but the most important thing is the 'nanna test': bedside manner.
Super and the royal commission: what you need to know
After the royal commission's damning report card, a big question has to be, "Where to now for retail superannuation?"
Seven scary money mistakes to avoid this year
Are you making these frightening money mistakes? Find out how to avoid a financial horror story.
‘I trust numbers more than I trust financial planners’
"I sort of trust algorithms more than financial planners who are linked to the products of their institutions," says mathematician and robo adviser client Lara Jordan.
Why I use a robo adviser: low fees on my $10k investment
Matt Campbell estimates that for the same price as two beers at the football he pays for $10,000 to be managed by robo adviser Six Park for five months.
How to invest with a robo adviser
Robo advisers are set to rise in the wake of the Hayne royal commission exposing the financial planning industry's high fees and conflicts of interest.
‘We preferenced interests of shareholders at the expense of clients’: AMP
Not only were customers misled, overcharged and paid millions of dollars for services they never received but AMP made at least 20 false statements to ASIC.
Money Newsletter
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