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Financial Planning Advice
and Tips for Retirees
Mar 1, 2024
Are there positive life experiences besides work? Achieve financial independence and retire early!
Since health declines and life is finite, we must optimise our time on earth. The answer to how you want to spend that time differs for...
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Nov 14, 2023
Tips to help you work best with your fiduciary financial advisor for retirement planning and wealth creation.
1. Be honest and upfront about your financial situation. Your advisor can only give you the best advice if they completely understand...
16 views
Oct 28, 2023
Can a Robo-adviser replace my human fiduciary financial advisor for wealth creation?
Robo-advice provides automated financial advice online. It uses AI algorithms to generate personalized investment recommendations based...
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Oct 13, 2023
Are you confused about general advice versus personal advice when talking to a financial planner?
There are two types of financial advice: general and personal. General advice is not tailored to your specific situation, while personal...
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Oct 11, 2023
Should I pay fixed or percentage-based fees to my fiduciary financial advisor for retirement planning?
Fiduciary financial advisors use two main fee methods for financial advice in Australia: Fixed fees: Fiduciary financial advisors may...
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Sep 25, 2023
Be wary of financial planners who only recommend in-house funds vs the fiduciary financial advisor approach.
This occurrence is likely to be higher among financial advisors whom large financial institutions, such as banks and superannuation...
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Sep 25, 2023
What are the benefits of a financial planner advising under a corporate parent, in our case, FYG Planners Pty Ltd?
Fincial advice firms will be either licensed by a corporate group (e.g., a financial institution) or "Self-licensed" (holding their own...
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Sep 25, 2023
Why ownership structure matters - how this fiduciary financial advisor does it and the benefit for retirement planning and wealth management clients.
When choosing a financial planning practice, it is important to ask about the ownership structure and make sure that the practice is...
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