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…
One of the biggest questions in retirement planning, especially in a market like that in Perth, is whether to downsize or stay in your family home. Remember that we can’t give any individual advice here because everyone’s situation is different. So, don’t constitute any of what we are saying as “advice.” That being said, here…
At Approved Financial Planners, we offer financial planning and other services to residents in the Perth area and across WA. We now have the benefit of having AMP Australia as a parent company. We chose to partner with AMP because they embody the same commitment to professional, ethical service that we do. We are on…
Self Managed Superannuation Funds (SMSFs) are being used to invest in property by many in the Perth area. However, a financial planner in Sydney is of the opinion that those planning to invest their SMSFs in property should be very careful and make sure they know whether or not their advice is impartial. * Sydney…
The outlook for self managed superannuation fund (SMSF) advisors in our Perth office and their clients could soon be even better than it already is. Our parent company, AMP, recently announced that they are considering further expansion of their SMSF network. They are exploring the possibility of acquiring more offerings if they can consolidate current…
Financial planners and advisers in Perth and across Australia were quite interested in a recent statement from Senator Mathias Cormann, Minister for Finance and Acting Minister for Financial Services. According to Senator Cormann, the Australian Securities and Investment Commission (ASIC) is legally empowered to decide when and how to raise the minimum educational standards for…
