Applied Financial Planning Articles

Showing 21 to 30 of 172 articles:
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
Mark Wilkinson
MARK WILKINSON  |  FRIDAY, 13 NOV 2020
The Financial services industry continues to undergo significant change. With the Australian economy now in a recession, many clients are looking for advice and reassurance. However, as the number of financial advisers continues to dwindle and a substantial ... Read more