Financial advice

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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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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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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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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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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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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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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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)

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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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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