Archive for: January, 2018

What Price Financial Advice?

There are lots of misunderstandings when it comes to the advice that financial advisers can offer. At the heart of the misunderstanding is the misconception that financial advisers only “sell” investments or life insurance. The natural progression of this from a client standpoint, is that unless they have money to invest or want some life…

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Winding Up a Self-Managed Super Fund

I am often asked, “What Do I Need To Do to Close the (choose your expletive) Down?). This is not a complicated process, though those with a vested interest (think those who set it up in the first place) may try to convince you that it is. Your self-managed superannuation fund may be a guaranteed…

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On The Value of Advice – It’s A Funny Old World

I first met Keith (name changed to protect the guilty) about 5 years ago. He had recently moved to the area and was working part-time in a local retail outlet. His wife also worked full time in retail, but in a former life they had operated a small business interstate for some years. Keith’s attitude…

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It’s All In How You Tell It

I was reading a stock market report the other day when the journalist reported somewhat breathlessly that approximately $15 billion had been wiped off the value of the stock market today. When we looked at the actual numbers it worked out that this somewhat extravagant number was in fact around about 1% fall in the…

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