We provide retirement planning to many of our Perth clients. We have found that a lot of people have no idea what it entails. While we can’t give any specific advice on this blog, we thought it would be nice to give some basic information on retirement planning. Here are the basics of retirement planning,…
One of the crucial aspects of financial planning is ensuring that clients have the proper wealth protection or life insurance products. We have helped numerous clients in the Perth area become secure in the knowledge that if the unthinkable happens, they and their families are protected. We wanted to provide a short overview of life…
Besides financial planning, we also offer mortgage broking from our location in the Perth area. One of the first things that is done in the process of applying for any loan is to run a credit check. This credit report is an important part of determining whether or not you are able to obtain the…
At Approved Financial Planners, we provide superannuation and self managed superannuation advice to our clients in the Perth area. We would like to present a short beginner’s guide to understanding superannuation. We have gone to the Government’s website, https://www.moneysmart.gov.au/superannuation-and-retirement/how-super-works, to gather some basic information that you may find helpful in understanding superannuation.* What is Superannuation?…
Financial advisors have become ubiquitous in Perth and for good reason. The current financial climate can be confusing with so many options and variables. More and more people are turning to professionals for help in managing their money. There are a lot of financial advisors out there and we are constantly asked how clients know…
Life insurance isn’t always a topic people want to talk about. In our Perth office, we see all forms as income protection insurance. Unfortunately, every time there is a study or a poll, it seems like more and more Australians are underinsured. This is often due to avoidance and denial, but it often happens out…
One of the more important and underrated aspects of financial planning is income protection. To that end, we offer various forms of life insurance in our Perth office. We can’t give individual advice in a blog because everyone’s financial needs are different, but can offer some indications that it may be time to at least…
Considering how many qualified financial advisors there are in Perth alone, it is distressing to many of us to learn that a lot of people are using online self managed superannuation fund (SMSF) services. It sounds great on the surface: appeal to your ego and tell you that you are capable of outperforming qualified financial…
Whether you call it financial planning or retirement planning, it is never too early to start thinking ahead, especially if you plan on staying in the Perth area. While we can’t provide advice in blog posts, we can provide you with some general information regarding the planning of your retirement. Just remember that you need…