Applied Financial Planning  CHARLES BADENACH | MONDAY, 1 AUG 2011 Devastated by her parents' deaths and falling victim to scam artists had left Jenny* feeling isolated and uneasy about her financial inheritance. Financial planner Charles Badenach helped her rebuild her finances and see the potential in what she ha ... Read more MARC SMITH | MONDAY, 1 AUG 2011 Uncertain about how to best structure their finances in a difficult climate, James and Kate* were preparing for retirement when they needed the help of financial planner, Marc Smith, who maximised their strategy and got them on the road to retiremen ... Read more STEPHEN ASZTALOS | MONDAY, 1 AUG 2011 Nick, 55, and Kristina, 54, wanted to retire in five years but when they looked at their finances, they couldn't see an end in sight and felt depressed about their financial situation. Nick and Kristina's friends were in the process of accumulating ... Read more CRAIG BIGELOW | MONDAY, 1 AUG 2011 A life threatening illness and building debt had left one family in a state of despair until they met a financial adviser through a pro bono initiative who helped them fight back through bankruptcy, massive debt and financial stress. Read more Investment JOHN MCBAIN | MONDAY, 1 AUG 2011 In this paper, Back in (the) black - Unlisted property as part of a properly diversified portfolio: what advisers should be telling their clients, John McBain from Centuria Capital and Jason Huljich from Centuria Property Funds discuss the investment ... Read more Superannuation MARK RATCLIFF | MONDAY, 1 AUG 2011 Mark Ratcliff, managing director of Sequoia Superannuation, discusses in his paper Limited recourse borrowing, how this type of borrowing can be used in conjunction with a self-managed super fund. Read more Insurance TIM SANDERSON | MONDAY, 1 AUG 2011 This paper, Life insurance through super - optimising clients' incomes, examines considerations for an adviser when assessing life insurance within the superannuation. Read more |
Latest News
ASIC funding levy to charge advisers $46.2m
The financial advice sector can expect to contribute $46.2 million to ASIC's industry funding levy for the 2025 financial year, new estimates show.
ASIC releases new relief for reportable situations regime
ASIC has provided AFSLs new reliefs to help them manage the reportable situations regime, which includes extending the length of investigations reportable from 30 days to 60 days.
TA Associates invests in Viridian Financial Group
TA Associates announced it will make an undisclosed investment in Viridian Financial Group to help the latter accelerate its next phase of growth.
Shaw and Partners splashes $63m for New Zealand expansion
Shaw and Partners Financial Services, a subsidiary of EFG International, has acquired a 75% stake in Auckland-based Investment Services Group (ISG) for NZ$67.5 million ($62.5m).
Further Reading
Cover Story
Moving mountains
MAGDELINE JACOVIDES
FOUNDER & FINANCIAL PLANNER
MAZI WEALTH
FOUNDER & FINANCIAL PLANNER
MAZI WEALTH
On top of running a successful practice, Mazi Wealth founder Deline Jacovides is a fierce advocate for closing the superannuation gender gap and has built a highly popular social media presence that takes financial literacy to the next level. She tells Karren Vergara where her passion comes from and how she integrates it all with family life.
Expert Feed
The need to achieve real scale in advice - and serve all Australians
One of the great social challenges in financial services today is the millions of everyday Australians who want and need financial guidance but cannot ...
Are US assets becoming less desirable?
There has been so much commentary, including by us, on the twists and turns of US trade policy - notwithstanding the latest 90-day truce with China - ...
Listed private equity: A strategic opportunity amid global market dislocation
The sharp escalation in global trade tensions in 2025 has injected a fresh layer of volatility into capital markets.
How to manage the rise of 'early' inheritances
For decades, financial advice around wealth transfers has largely focused on estate planning and the distribution of assets after death. However, a significant ...
