Applied Financial Planning Articles

Showing 91 to 100 of 186 articles:
VIVIAN CHAU  |  THURSDAY, 10 JUL 2014
Every financial planner will face objections at some point of the sales process: it is unavoidable. Although objections can create obstacles in connecting with the client on a personal level, facing an objection also presents a valuable opportunity ... Read more
MARILYN NELSON  |  TUESDAY, 25 MAR 2014
Marilyn Nelson spent six years as a generalist adviser and has been advising in aged care and estate planning for the last five at Big Sky, a mutual firm of Australian Unity. Read more
Alex Wernbacher
ALEX WERNBACHER  |  TUESDAY, 25 MAR 2014
What a daunting prospect it must be for anyone for whom moving a loved one to residential aged care looms on the horizon. There's the guilt, the logistics... and the financial side. Read more
JENNY BROWN  |  TUESDAY, 25 MAR 2014
JBS Financial Strategists director Jenny Brown has had the most eventful year of her professional career. In 2013, the Melbourne-based adviser won the Association of Financial Advisers (AFA) Adviser of the Year Award and was named FS Smileys Scholar ... Read more
MARSHALL BRENTNALL  |  TUESDAY, 25 MAR 2014
What's wrong with the Future of Financial Advice (FoFA) reforms is that they have been hijacked. That's right FoFA has been hijacked! Read more
LOUISE BITI  |  TUESDAY, 25 MAR 2014
Financial planners and other advice professionals have a responsibility to clients to help raise awareness by proactively raising issues and being business-ready. Read more
Sean Howard
SEAN HOWARD  |  TUESDAY, 25 MAR 2014
From 1 July 2014, aged care residents will have more choice about how they pay for their accommodation. Read more
ELISABETH KIRKBY  |  TUESDAY, 25 MAR 2014
It is possible to be optimistic about 'old age' care and we should be able to provide outstanding solutions to this multi-faceted problem. Read more
CRAIG MELDRUM  |  TUESDAY, 25 MAR 2014
Quality advice is critical to ensure not only the best financial outcome for aged care residents, but also that they secure a spot in a facility that they are happy with. Read more
MICHAEL HARKIN  |  TUESDAY, 25 MAR 2014
Sooner rather than later, SMSF members should take steps to ensure their SMSF may continue to function, should they suffer diminished capacity to attend to their financial affairs. Read more