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FINANCIAL PLANNER News & Analysis

Top tips from experts: find the best professionals to maximise your outcomes
Personal Finance
Top tips from experts: find the best professionals to maximise your outcomes
Industry experts weigh in on their best tips to find great professional partners
Shani Jayamanne | 20 February 2025
The ultimate superannuation EOFY checklist 2024
Retirement
The ultimate superannuation EOFY checklist 2024
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
Foundations of financial independence Module 2: Ensuring you have set the right foundations prior to investing
Personal Finance
Foundations of financial independence Module 2: Ensuring you have set the right foundations prior to investing
Shani Jayamanne outlines the foundations that you need to invest successfully for the long-term.
Mark Lamonica | 18 January 2024
Santa’s Financial Plan
Personal Finance
Santa’s Financial Plan
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
Financial planners discuss their inflation hedges
Stocks
Financial planners discuss their inflation hedges
Inflation fighting assets include commodities, defensive retailers and those companies able to pass along rising prices.
Nicki Bourlioufas | 24 May 2022
Investing basics: How to build a simple, low-cost core portfolio with ETFs – Part 1
Personal Finance
Investing basics: How to build a simple, low-cost core portfolio with ETFs – Part 1
A hands-off approach has been shown to beat the market and means less stress and fees.
Emma Rapaport | 17 May 2021
The creator of the 4 per cent rule and his own retirement
Retirement
The creator of the 4 per cent rule and his own 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
Take my advice: AMP, industry complexity spark calls for a reboot
Markets
Take my advice: AMP, industry complexity spark calls for a reboot
Without more government scrutiny, conflicts of interest will continue to occur, industry insiders argue.
Nicki Bourlioufas | 31 August 2020
How much risk can you handle?
Personal Finance
How much risk can you handle?
Ensuring your investment portfolio matches your risk appetite is crucial, as highlighted by the pandemic downturn, writes Nicki Bourlioufas.
Nicki Bourlioufas | 06 July 2020
SMSF behaviour: what lurks beneath?
Personal Finance
SMSF behaviour: what lurks beneath?
A raised eyebrow can be a clear sign one or more financial futures are at risk.
Glenn Freeman | 28 May 2020