Why do you work full time without having a clear goal in mind about how much income you need to retire?
financial planning
Profile Financial Services and onePlan Financial Planning join forces
Profile Financial Services has recently acquired onePlan Financial Planning, based in Mudgee.
Managing wealth to objectives
Objectives-Based Investing (OBI) or Goals-Based Investing describes not only an investment philosophy, but also a method of implementation that sets it apart from traditional financial planning.
How is FASEA impacting our industry?
Financial Planners are under the spotlight and FASEA is forcing many to consider their future in the industry.
What is Objectives-Based Investing?
Objective-Based Investing (OBI for short) is an investment approach that seeks to align investments and portfolios with the client’s specific needs and objectives. The result is one or more customised portfolios each designed to achieve a specific desired outcome over a defined period with a high probability of success.
The Commission’s ‘reality’ is not real
Financial planners in this country are copping a kicking that they just don’t deserve. Having watched the Royal Commission dish it out, and then read the media’s ‘outrage’, I smell a witch hunt and I simply have to point out some things which seem to have been missed in all the “courtroom drama”.
Financial services royal commission: Fee for no service exposed
The early findings from the Financial Services Royal Commission makes for some interesting reading. While some of the news may not shock you, there are some key take ways that clients of financial planners should be critically assessing.
Thinking of upsizing? Don’t be attached to your old home
Many clients say to me that they want to keep their unit that was previously their home as an investment property. I’m going to share with you why this is not a smart financial move.