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Many FPA members disengaged

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Submitted by Financial Adviser on Sat, 04/07/2012 - 20:28

From Money Management:

The Financial Planning Association (FPA) appears to be suffering a problem with member engagement, according to new research released by Wealth Insights.

Smart superannuation strategies

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Submitted by Financial Adviser on Wed, 04/04/2012 - 17:54

Despite the frequent legislative changes made to superannuation, it remains the retirement savings vehicle of choice for the majority of Australians, with a number of effective strategies that advisers can recommend to clients who are seeking to maximise their retirement savings. However, advisers need to be aware of the ongoing viability and appropriateness of these superannuation strategies and also question whether other avenues of investment for retirement savings would be more suitable for their clients’ individual circumstances and financial objectives. 

How to find the right Financial Planner for you

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Submitted by Financial Adviser on Mon, 03/26/2012 - 15:16

Looking for a Financial Planner? Fionancial planners help you determine your financial certainty for a fee.  We covered this in length in many publications here:

http://imoneywealth.com/search/node/planner

AIOFP goes for OneVue's UMA platform

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Submitted by Financial Adviser on Tue, 03/20/2012 - 13:46
 
The Association of Independently Owned Financial Planners has selected the OneVue platform as a new private label solution for its members, with a focus on SMSFs.
 
The Association of Independently Owned Financial Planners (AIOFP) said OneVue's UMA platform would deliver a wide range of solutions for members, especially for those interested in establishing self-managed super funds (SMSFs).
 

Christian Business and Financial Management

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Submitted by Financial Adviser on Thu, 02/23/2012 - 22:46
Many Christians ask if it is Biblical to contract and/or employ professionals to help manage their affairs.  There are many aspects to consider here, especially when dealing with Christian financial management.  Although this issue can become complicated due to the intricacies of life and business, there are four basic Biblical principles that believers should consider when seeking outside help to manage their affairs: Wisdom, Financial righteousness, Christian relationships, Honesty & trust.
 

Should Christians buy insurance?

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Submitted by Financial Adviser on Mon, 02/20/2012 - 15:07
Although forms of insurance, including life insurance and whether a Christian should purchase insurance aren’t specifically addressed in scripture, there are many aspects that believers should examine when making such decisions.
For starters, Christians are encouraged to have their own convictions and for all believers to respect the convictions of others (Rom 14:5, 12-13, 22-33).  It is incumbent upon each of us to examine God’s word and draw our own conclusions based on the intentions of our hearts.
 

AMP shows poor results, blames AXA

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Submitted by Financial Adviser on Thu, 02/16/2012 - 15:28

Clarly AMP has not considered what else could go wrong from the European downgrades and debt crisis.  Read my earlier blog post today here.

From Financial Standard:

How is Christian Financial Planning Different?

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Submitted by Financial Adviser on Thu, 02/16/2012 - 14:41

What is Christian Financial Planning? When individuals or families are stuck in financial situations where hardship is suffered, it is recommended to seek for alternative financial advice, advice that can be trustworthy, wise and that has very good effects to your own financial well-being.

Financial Planning for Christians

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Submitted by Financial Adviser on Thu, 02/16/2012 - 14:22
There are a lot of people that during the course of their lives they have to face a multitude of financial problems due to debt, unemployment, extremely huge expenses, lack of opportunities and the like.
 
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