Financial advice

  • Andrew Gratton

Andrew Gratton recognised as one of the Top 100 Financial Advisers in Australia
Andrew Gratton recognised as one of the Top 100 Financial Advisers in Australia 150 150 Andrew Gratton

We’re delighted to announce that Andrew Gratton, Portfolio Manager for Viridian Portfolio Management, has been recognised as one of the Top 100 Financial Advisers in…

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  • Selva Kathiresan

Making the most of Centrelink
Making the most of Centrelink 150 150 Selva Kathiresan

There are two groups of people I come across in my work. Those who have significant assets and don’t think they’re entitled to receive anything…

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  • Clint McNally

The most common piece of advice I give
The most common piece of advice I give 150 150 Clint McNally

Not everyone that comes to see me needs a financial advisor. In fact, the most common piece of advice I give is about offset accounts.…

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  • David Ross

Even self-funded retirees may need Centrelink
Even self-funded retirees may need Centrelink 150 150 David Ross

Most, if not all, people who are retired may be able to get some type of assistance from the government. Even if you’re a self-funded…

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  • David Ross

You don’t need a million dollars to retire comfortably
You don’t need a million dollars to retire comfortably 150 150 David Ross

There is a lot of misinformation in the media about how much you need to save to retire on. The magic number seems to be…

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  • Virginnia Hottes

The world needs more female financial planners
The world needs more female financial planners 150 150 Virginnia Hottes

We need more female financial planners to give us more diversity in financial planning. There are so many men in the industry, but I think…

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  • James Williams

What most people don’t understand about superannuation
What most people don’t understand about superannuation 150 150 James Williams

The rules governing superannuation are in a constant state of flux because the government changes the legislation regularly, using it as a political football. So…

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  • Clint McNally

Managing a large single-stock portfolio
Managing a large single-stock portfolio 150 150 Clint McNally

I work with a lot of executives and their companies expect them to have ‘skin in the game’ – and skin in the game means…

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Four things you may not know about aged care - Martin Sherwood (4)
  • Martin Sherwood

Four things you may not know about aged care
Four things you may not know about aged care 1920 1080 Martin Sherwood

For many people, how the aged care industry operates is a bit of a mystery. Generally, people only start to learn about it when they…

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  • Virginnia Hottes

Why advisors need to be honest with their clients
Why advisors need to be honest with their clients 150 150 Virginnia Hottes

It’s very important that clients have an advisor they can trust, and trust is always built upon honesty. It would be difficult to have a…

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