Tag: financial planner
The debt avalanche method: crush debt & build wealth faster
Debt can feel like a never-ending burden, but not all debt repayment strategies are created equal. If you want to eliminate debt faster while ...
How to create an investment plan that builds wealth
A structured investment plan is the key to growing wealth with clarity and confidence. Without a plan, you risk random investing, emotional decisions, and ...
Prenuptial agreement (BFA) – the wealth protection strategy couples overlook
Love is priceless, but your assets aren’t. Protecting your financial future isn’t about a lack of trust, it’s about smart planning. In Australia, a ...
Protect your assets with a pedigree trust
A pedigree trust (also known as a linear descendant's discretionary trust) is a type of discretionary trust established to ensure that the property of ...
Offset inflation with better money habits
There is no denying that the cost of living for Australians is on the rise with inflation at 5.1%. But whilst we can’t control ...
Is your Financial Planner Ethical?
This is a very important question that every financial planning client would definitely like to know the answer to. But in practice, how would ...
Selling Existing Services to Existing Clients
For a practice wanting to achieve organic growth this strategy is best described as ‘low hanging fruit’. It is simply about ensuring that every ...
Pros of Establishing a Financial Planning Division
The removal of the accountants’ exemption on the 1st July 2016 in relation to SMSF advice provided a strategic wake-up call to many practices. ...
Accountants vs Financial Planners
Is your most trusted advisor your accountant or your financial planner? Numerous surveys consistently have clients (whether individuals, investors or small business owners) rating ...