Topic | Financial planners | The Sydney Morning Herald

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Financial planners

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

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.

  • by Paul Benson

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Your three biggest retirement advice questions, answered
Opinion
Opinion

Your three biggest retirement advice questions, answered

Getting financial advice without paying for it is a national pastime in the lead up to retirement. Here are the three most common things people want to know.

  • by Bec Wilson
This tax time, it pays to remember my ‘guaranteed’ secret for wealth
Opinion
Budgeting

This tax time, it pays to remember my ‘guaranteed’ secret for wealth

In a few weeks, everybody will have a fatter pay packet because the tax rates are changing. Smart money managers will put the extra to good use.

  • by Noel Whittaker
How to make sure you’re getting good financial advice
Opinion
Opinion

How to make sure you’re getting good financial advice

There’s a lot of mistrust of financial professionals, and it’s not totally unfounded, but there are ways to make sure you’re getting good advice.

  • by Paridhi Jain
Why you don’t have to be smart to be wealthy

Why you don’t have to be smart to be wealthy

Somehow, we’ve associated ‘clever’, needlessly complex behaviours with accruing wealth. But there’s a big problem with this narrative.

  • by Paridhi Jain
Reasons why you probably don’t need a financial adviser

Reasons why you probably don’t need a financial adviser

I’m not saying there’s anything wrong with financial advisers, but many people aren’t at a stage where a financial adviser would be the best way forward.

  • by Paridhi Jain
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Do I really need to pay for two different financial advisors?
Opinion
Opinion

Do I really need to pay for two different financial advisors?

While it might feel like a lot to pay for advice from separate planners, it’s worth doing.

  • by Paul Benson
Economic headwinds hamper AMP’s banking business

Economic headwinds hamper AMP’s banking business

While shareholders cheered the overall result as being not as bad as expected, the group was challenged over lacklustre performance by its AMP Bank division.

  • by Sarah Danckert
Think you can beat the market? Hear this cautionary tale

Think you can beat the market? Hear this cautionary tale

Time and time again, people have told me they want to invest in shares. My response has always been the same.

  • by Noel Whittaker
Better financial advice is a Christmas gift for all – especially retirees
Opinion
Opinion

Better financial advice is a Christmas gift for all – especially retirees

There’s lots of talk about what the new changes this week will do for the industry, but here’s what it really means for everyday Australians.

  • by Bec Wilson
Financial advice fix will take time as adviser numbers continue to fall
Analysis
Analysis

Financial advice fix will take time as adviser numbers continue to fall

Moves are afoot to give Australians access to financial advice that is more affordable.

  • by John Collett