 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 STEVE SALVIA | FRIDAY, 11 MAR 2011 Matthew*, 30, and Ashley*, 37, are a de facto couple planning a wedding with a baby on the way who decided that they needed help from a financial adviser to help them deal with their rising debt and bungled property assets. Read more CAROL TAWFIK | FRIDAY, 11 MAR 2011 Lauren Malone*, 57, was recently widowed and retired before she realised that her financial situation was far more complicated then she could handle. After being referred by a long standing client of Shadforth, Malone met with financial planner Carol ... Read more RICHARD KLIPIN | FRIDAY, 11 MAR 2011 This white paper and its research talks with financial advisers across Australia to find out which reforms they support, which they reject, and what they see as the best way forward. Read more | FRIDAY, 11 MAR 2011 The project sought to understand the impact of unemployment on financial help-seeking behaviour. The study surveyed 158 unemployed construction workers with findings indicating that the majority of men did not seek help for financial issues from professional ... Read more CANNA CAMPBELL | FRIDAY, 11 MAR 2011 Rebecca*, 62, approached financial planner, Canna Campbell, with not much hope for the future, having just survived a nasty divorce which left her without any real assets or security. When Campbell looked closely at Rebecca's finances, she recognised ... Read more |
Latest News
Advised clients more satisfied despite heightened costs: Report
A new report highlighting the value of financial advisers indicates clients are even more satisfied despite a higher cost of seeking advice.
First Guardian victims advance in case against InterPrac
The Federal Court has forced InterPrac Financial Planning to pay two victims of the First Guardian Master Fund that collectively lost a total $465,000.
Frontier Advisers brings Segal Macro, LCP partnership to close
Frontier Advisers, Segal Marco Advisers and Lane Clark and Peacock (LCP) have decided to bring their Global Investment Research Alliance (GIRA) to a close, after 13 years of partnership.
Mulino brings New Class of Advisers to life, guarantees fairer CSLR funding
Assistant treasurer Daniel Mulino will forge ahead with the New Class of Advisers (NCAs) as part of highly anticipated Delivering Better Financial Outcomes (DBFO) reforms and laid out a blueprint of how the Compensation Scheme of Last Resort (CSLR) will be fairer for financial advisers.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
Expert Feed
The bond market's inflation blind spot
While markets have reacted to the latest escalation in the Middle East, longer-term inflation pricing continues to imply that these disruptions will be ...
Confidence to spend: why retirement planning is about more than investment performance
Many retirees face a critical challenge in retirement, and that is how to spend confidently not knowing how long their savings will last.
A never ending story of levies
The extensive processing period for Shield and First Guardian complaints means financial advisers will likely not be able to see an end to a series of ...
When 'diversification' stops being diversified
While many are worried about the dominance of US mega-cap companies, the same trend is also transpiring domestically, creating a concentration issue for ...
