Applied Financial Planning Articles

Showing 101 to 110 of 186 articles:
Julie McKay
JULIE MCKAY  |  TUESDAY, 25 MAR 2014
Advisers need to be familiar with the rules related to special residences and how decisions about in-home care might impact the clients' future. Read more
LAURA MILLAN  |  TUESDAY, 25 MAR 2014
In a country that gathers almost all of the world's nationalities and religions, where 25% of its citizens were born abroad, being aware of cultural differences in aged care is almost an obligation. Read more
HUGH MASSIE , EAMON PORTER  |  TUESDAY, 13 AUG 2013
This white paper raises blind spots in financial advice processes and analyses the tension that any adviser has between increasing revenue and protecting the business. Read more
Charles Badenach
CHARLES BADENACH  |  TUESDAY, 13 AUG 2013
The former winner of the Smileys scholarship talks to Financial Standard about social media and how entering the competition helped him realise his social goals. Read more
MARSHALL BRENTNALL  |  TUESDAY, 13 AUG 2013
Entrant in last year's Smiley's talks to Financial Standard about how social media his firm to better communicate with his clients and engage and educate new prospects. Read more
LUCI ELLIS  |  TUESDAY, 13 AUG 2013
I would like to start by considering some of the longer-run factors that are shaping outcomes in housing and mortgage markets. The first is that Australia went from being a high-inflation country in the 1970s and 1980s to being a low-inflation country ... Read more
JENNY BROWN  |  TUESDAY, 13 AUG 2013
Entrant in last year's Smiley's and part of the "Digital Dozen" talks to Financial Standard about how social media can improve your relationship with current clients, and help you find new ones. Read more
STEVE MAY  |  TUESDAY, 13 AUG 2013
Entrant in last year's Smileys talks to Financial Standard about the new things he has discovered in the past year and how social media can be used to find both clients and staff. Read more
NAOMI ROSENTHAL  |  TUESDAY, 13 AUG 2013
Financial planner Naomi Rosenthal helps a single 34 year old woman setting and reaching a savings goal that will give her a sense of security and financial freedom. Read more
AARON BRUHN  |  WEDNESDAY, 3 APR 2013
The collapse of Townsville-based Storm Financial in early 2009 provides much food for thought for individuals, regulators and credit providers. Read more