financial planning

29 results tagged "financial planning":
amp retail superannuation funds royal commission
INVESTING

Super and the royal commission: what you need to know

After the royal commission's damning report card, a big question has to be, "Where to now for retail superannuation?" At least we know what's not part of the answer: the status quo. Retail super may not be going backwards in absolute terms but it's ... More
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robo advice lara jordan
MY MONEY

'I trust numbers more than I trust financial planners'

As a mathematician and programmer, Lara Jordan, 36, likes the way her robo adviser, Stockspot, uses technology to determine her risk profile and goals, then puts together a personalised portfolio. It also automatically rebalances the portfolio back ... More
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matt campbell robo adviser
MY MONEY

Why I use a robo adviser: low fees on my $10k investment

Matt Campbell estimates that for the same price as two beers at the football he pays for $10,000 to be managed by robo adviser Six Park for five months. "It makes use of technology to get costs down and my investments are not being chewed up by fees." ... More
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why you can't trust bank financial planners asic big four
MY MONEY

The problem with getting financial advice from your bank

Next time the friendly bank staff want to help you with your money, consider this: 75% of the advice given to customers wasn't in the client's best interests, according to a review of the financial advice offered by the big four banks and AMP by the ... More
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how to choose a financial planner you can trust adviser spot a dodgy financial planner red flag
MY MONEY

10 warning signs of a dodgy financial planner

Investors continue to have a love-hate relationship with the financial services sector, and confidence in the advice community isn't much better than during the litany of scandals that plagued the sector. Formal complaints lodged with the Financial ... More
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are you your own worst enemy when it comes to investing emotion
SHARES

Investing: Are you your own worst enemy?

Investors can often be their own worst enemies. They tend to lag behind the equities index due to emotional decision making, according to a recent white paper issued by Montgomery Investment Management. It suggests that investors tend to expect high ... More
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