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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. |
AuthorTop 10 Financial Planner Archives
January 2021
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