Financial Planning Week 2017 is taking place from 21-27 August. This year’s theme is Live the Dream. The aim is to engage and educate Australians to live their dream and #getaplan. An infogrpahic of what living the dream means to Australians is below;
The full Live the Dream 2017 Research Report can be fund using the link below. http://www.moneyandlife.com.au/articles/research-report-test/
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The full 2016 Russel Investments & ASX Long Term Investing report is below and always an interesting read;
Over 10 years (2005 to 2015) the 3 best performing assets classes have been;
Over 10 years (2005 to 2015) the 3 worst performing assets classes have been;
Source http://www.asx.com.au/documents/research/russell-asx-long-term-investing-report-2016.pdf A recent Australian study conducted by Hall & Partners Open Mind asked what are the most important factors when it comes to financial advice?
1. That the financial adviser is independent 61% 2. That the financial adviser has specialist knowledge (e.g tax) 56% 3. That the financial adviser has relevant accreditation 52% 4. The financial advisers track record 47% 5. The cost of the advice 43% 6. Recommendations for the financial adviser 28% 7. Other 4% As shown above the majority of respondents are looking for a knowledgeable independent adviser that can be trusted to give high quality recommendations. Make sure you look for these qualities when appointing a financial planner to look after your wealth. Visit choosing a financial planner for more information. Top 10 Financial Planner would like to congratulate the 2017 FPA Best Practice National Award Winners below;
The awards recognise excellence in financial planning by giving clients superior outcomes inline with the FPA Code of Professional Practice and Code of Ethics. FPA CERTIFIED FINANCIAL PLANNER®PROFESSIONAL OF THE YEAR Tony Sandercock CFP® – Wetalkmoney FPA FINANCIAL PLANNER AFP® OF THE YEAR Cody Harmon AFP® – Meridian Wealth Management, Melbourne FPA PARAPLANNER OF THE YEAR Cynthia Sercombe – Tupicoffs, Brisbane FPA UNIVERSITY STUDENT OF THE YEAR Bradley Aleckson, Bachelor of Commerce student – Griffith University, QLD FUTURE2 COMMUNITY SERVICE AWARD Kathy Havers CFP® – Catalyst Financial Group GWEN FLETCHER MEMORIAL AWARD Cameron Obliubek CFP® – Bridges Financial Services, Melbourne FPA PROFESSIONAL PRACTICE OF THE YEAR ipac Western Australia More information about the awards can be found on the Financial Planning Association Website. Looking for a Financial Planner but don’t live in a capital city?
You can visit the Financial Planning Association website to conduct a search using link below: http://www.fpa.asn.au/default.asp?action=article&ID=21995
Listen to Melbourne Top 10 Financial Planner Corey Wastle from Verse Wealth discuss the upcoming superannuation changes.
Super changes from Verse Wealth on Vimeo. |
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January 2021
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CFP®, CERTIFIED FINANCIAL PLANNER® and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Planning Association of Australia Limited is the marks licensing authority for the CFP Marks in Australia, through agreement with FPSB.
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