Category: Financial Planning

Wealth management reimagined
The financial advice sector is experiencing a form of market failure. That is, market demand for the type of advice…

Where to invest in 2023? These are the most likely trends
Stocks in the U.S. financial market are in an extremely negative moment for investment capitals. 2022 is considered a year…

Watch out, it’s not easy being the executor of an estate
I have been a football tragic since childhood and have played with, and against, the Editor of Firstlinks, Graham Hand,…

Five charts show predicaments facing financial advice
There has never been a greater need for personal financial advice and advisers, but much of the industry is in…

Work still needed to close the financial gender gap
Financial inequality between men and women continues to be a significant issue in Australia. There is growing recognition that more…

Is it better to rent or own a home under the age pension?
The Australian housing market is seen as increasingly unaffordable, potentially putting home ownership beyond the reach of ordinary Australians. Data…

We need hard conversations about frailty planning
Observers of this year’s Federal Budget would have thought it was light on aged care reforms, and they’d be right.…

Reducing the $5,300 upfront cost of financial advice
Financial advisors tend to be valued by those who use them, while the financially unadvised don’t see the need to…

Eight steps to expect when seeking financial advice
Seeking financial advice can be a daunting task. With more than 80% of Australians not obtaining financial advice and 45%…