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FINANCIAL PLANNER News & Analysis
Personal Finance
Industry experts weigh in on their best tips to find great professional partners
Shani Jayamanne | 20 February 2025
Retirement
We're nearing the end of the financial year and it's time for SMSFs and other super funds to make the most of the strategies available to them....
Liam Shorte | 25 June 2024
Personal Finance
Shani Jayamanne outlines the foundations that you need to invest successfully for the long-term.
Mark Lamonica | 18 January 2024
Personal Finance
We put together a 5-step to-do list for Santa, to make sure all future Christmases run smoothly while he spends January on a beach!
Ruth Saldanha | 22 December 2022
Stocks
Inflation fighting assets include commodities, defensive retailers and those companies able to pass along rising prices.
Nicki Bourlioufas | 24 May 2022
Personal Finance
A hands-off approach has been shown to beat the market and means less stress and fees.
Emma Rapaport | 17 May 2021
Retirement
The 4 per cent withdrawal rate in retirement is an industry standard, where a retiree can expect not to run out of money. Its creator, Bill Bengen,...
Michael Kitces | 17 November 2020
Markets
Without more government scrutiny, conflicts of interest will continue to occur, industry insiders argue.
Nicki Bourlioufas | 31 August 2020
Personal Finance
Ensuring your investment portfolio matches your risk appetite is crucial, as highlighted by the pandemic downturn, writes Nicki Bourlioufas.
Nicki Bourlioufas | 06 July 2020
Personal Finance
A raised eyebrow can be a clear sign one or more financial futures are at risk.
Glenn Freeman | 28 May 2020
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