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Financial planners

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No need to pay out-of-pocket – you can get superannuation advice from your fund.

How to shore up your retirement without paying a cent

Our super may be all over the shop, but this little-known method can help you get sorted – without having to dip into your savings.

  • Nicole Pedersen-McKinnon

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Affordable financial advice is getting harder to find

The advice gap: Why are we abandoning middle-class retirees?

While the government stalls and industry bodies argue, the people who actually need advice are still missing out. It’s time we stomped our feet.

  • Bec Wilson
Sydney businesswoman Melissa Caddick stole from friends and family.

Melissa Caddick victims reach multimillion-dollar settlement

The Federal Court approved the settlement on Tuesday, which will result in some investors clawing back money lost to the Sydney conwoman.

  • Michaela Whitbourn
If you don’t know what you’re getting into, or you don’t ask the right questions, financial advice can seem confusing and expensive.

Thinking about financial advice? Don’t make this costly mistake

I received a gut-wrenching letter this week, and it serves as a timely warning for retirees and pre-retirees seeking help with their finances.

  • Bec Wilson
Financial abuse by a partner or ex-partner can have prolonged impact.

It’s the domestic abuser’s hidden weapon. But if you wield it, your time’s up

Financial abuse is a form of intimate-partner violence, but now perpetrators and their facilitators are on notice: with unanimous support from a parliamentary committee, reform is coming.

  • Deborah O'Neill
Minister for Financial Services Stephen Jones says Australians will be able to use money from their superannuation balance to pay for advice on superannuation.

New class of financial advisers to ‘save people thousands’

Financial Services Minister Stephen Jones says the proposed changes will combat a “supply crisis” among financial advisers and make advice more affordable for millions.

  • Millie Muroi and Shane Wright
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PrimeSolve founder, Tim Hall.

Robot versus human: How will you plan for retirement?

Millions of Australians will soon have to make the choice between a robot or a human to help guide them through retirement.

  • Hannah Hammoud
Financial advice can seem like a maze to navigate, leaving people to turn to less trustworthy online sources.

Is this the missing link for cheap, effective financial advice?

Financial education is dry and overly complex, so why aren’t we investing in self-help financial education that’s engaging, accessible and genuinely useful?

  • Bec Wilson
Want to get on the green? Retirement planning is crucial

Why these are the four biggest barriers to a secure retirement

Just 51 per cent of adult Australians have not sought out any information on preparing for retirement. It’s a number that makes me a bit mad.

  • Bec Wilson
Borrowing to invest is certainly a key wealth creation strategy, but it all comes down to your appetite for risk.

Should we borrow $500,000 and invest it in shares?

Borrowing to invest is certainly a key wealth creation strategy, but it all comes down to your appetite for risk.

  • Paul Benson

Original URL: https://www.theage.com.au/topic/financial-planners-5x9