financial planning

Dear Paul, I'm confused or just nervous. I'm a 43-year-old bloke with a wife and two older teenage handbrakes. A large percentage of my male family members die at retirement age around 65, so I have come to the conclusion there is a possibility ... More

Dear Paul, Years ago I had money I thought was invested by a financial adviser with a big-four bank in a portfolio that I had discussed with him at the time. He did not comply with what we both had discussed and instead put 40% in American shares. This ... More

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

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

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

Automated financial advice is set to enjoy a boost, thanks to disturbing revelations at the royal commission The Hayne royal commission has blown financial planning apart by exposing the industry's high fees, lack of transparency and conflicts of ... More

Trust in Australian big financial planning firms will never be the same after the bombshell evidence at the banking royal commission . Not only were customers misled, overcharged and paid millions of dollars for services they never received but AMP ... More

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

With Halloween upon us, it's the perfect time to think about the money matters that spook us the most. We all know good financial management is important but it can also be scary to face your finances, especially if you find it daunting and complex. ... More

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