Applied Financial Planning Articles

Showing 1 to 10 of 153 articles:
Brian Hor
BRIAN HOR  |  TUESDAY, 14 JUN 2022
With soaring house prices in all Australian capital cities and many popular regional areas, more young people than ever are requiring support to enter the property market. The 'bank of mum and dad' has never been more popular as a way to help kids get ... Read more
Michael Miller
MICHAEL MILLER  |  FRIDAY, 3 JUN 2022
Most people might assume that if you are married to somebody, you are a member of a couple. However, for social security purposes, the definition can be much more complex. Read more
Drew Browne
DREW BROWNE  |  SUNDAY, 10 APR 2022
Given the abundance of our modern lives, it is not surprising that we end up with complicated feelings and concerns about money and possessions. Children ask a lot of questions-it is part of their job, and adults raising children are going to face unexpected ... Read more
Ray Miles
RAY MILES , NEIL YOUNGER  |  FRIDAY, 19 NOV 2021
This paper comprises an excerpt from Fortnum Private Wealth's The inevitable advice journey: Where professional advisory firms are set to land report. Read more
Michael Dundas
MICHAEL DUNDAS  |  THURSDAY, 11 NOV 2021
This paper examines the relatively recent wave of business strategic planning triggered by the COVID-19 pandemic, and which could deliver favourable returns for many years, as businesses sought external advice and formalised planning-often for the first ... Read more
Gerard Kerr
GERARD KERR  |  THURSDAY, 22 JUL 2021
Health and safety concerns and heightened uncertainty are fuelling demand for personal advice, but how big is the opportunity? Read more
Robert Swan
ROBERT SWAN  |  THURSDAY, 1 JUL 2021
Today's investors are at a crossroads, torn between which path to take. One direction investors can choose is sign-posted towards the potential upside arising from positive vaccine results and predicted economic recovery. The other, towards the ... Read more
Drew Browne
DREW BROWNE  |  THURSDAY, 24 JUN 2021
Thinking about setting some financial goals this year? Sounds simple enough right? But simple doesn't always mean easy. Read more
Jason Komadina
JASON KOMADINA  |  FRIDAY, 19 MAR 2021
Making the most of introducing managed accounts into a financial advice practice will take a journey of two to three years. Read more
Drew Browne
DREW BROWNE  |  THURSDAY, 14 JAN 2021
Get clear on what is at stake when you borrow with others. Read more
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