Tag: Financial Planning

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Advice in action: The value of financial advice and property ownership

Advice in action: The value of financial advice and property ownership For any homebuyer and property investor with debt a good strong financial plan provides peace of mind and ensures

Interest Rates

Being finance ready in the COVID environment

Getting finance ready in the current environment On the 15th June 2020 the Independent Financial Adviser (IFA) Magazine published this piece (Getting Clients Finance Ready in the Current Environment) by

The Myth of 2020 Vision

The Myth of 2020 Vision The dawning of a new year is a favoured time for prognostication. It’s summer time in Australia and New Zealand, after all, and the punctuation

Financial advisor - mortgage broker

Brokers urged to educate accountants on SME lending

Brokers urged to educate accountants on SME lending On the 27th September 2019 the editor of The Adviser, Annie Kane published this news piece following the live “Future Proof Your

Financial advisor - mortgage broker

Extending credit advice to planners

With the recent productivity commission’s recommendation that “ASIC should assess the feasibility of financial advisers providing advice on home loans and other credit products via a new Australian Financial Services

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