Financial Planning Perth

General discussion on the activities of a financial planner and their clients, as well as comment on broad industry trends and practices.

Biased or not?

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Quite possibly THE singularly most important issue that can be dealt with when considering money. This is likely to be a rather lengthy and ongoing discussion, so go make a coffee (or tea or whichever version of calmative you prefer), lean back and open your mind just that extra little bit. There are more issues…

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The word “independent”

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This is a very special word in the area of financial services. At least, it is legislatively important in Australia and a good starting point when you begin to consider money, advice and how they interact. Let’s get technical for just a moment… In Australia, the word “indepedent” and its use by financial intermediaries is…

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