financial advice

There's no question we're in for a rocky ride in share markets at the moment, but financial adviser Shayne Sommer believes now is not the time to jump. "There's a...

If cave tubing, trekking in Uganda and open water diving is your thing, then you should talk to Amanda Cassar. The self-professed adventure junkie is far from...

It’s not just about numbers. Financial adviser Antoinette Mullins believes in the power of relationships and offers her financial strategies with a side of emotional...

Financial advice may seem like an unlikely career choice for a disc jockey, but Ron Pratap always knew he wanted a career beyond music. Selling CDs and DJing at gigs...

Selecting the right financial adviser can make all the difference to your wealth. Here’s what you need to know to select the right financial adviser for you.

As the Kenny Rogers song goes, "You've got to know when to hold 'em and when to fold 'em." For James McFall of Yield Financial Planning, that very line is what's...

About seven years ago, Dave decided to explore the world of ethical and sustainable investment. Initially, it was just so he could better help a handful of clients...

Daniel is what some might call a vagabond. Born to a roving police officer in Darwin, he recalls growing up in four different towns across the Top End before...

Trent isn't your typical adviser (or golfer, for that matter). He spent over a decade working in global investment banking and capital markets in Sydney and Japan,...

While it's become something of an investing trope that the first million is the hardest to make, it's true. In fact, the advisers featured in this episode say it can...

Nicola isn't exactly a hard nut to crack. She's wonderfully warm and genuine, openly sharing her story with this writer as if we had been friends for decades (and...

Felicity had a plan. She would study Property Economics at university, find her feet in property development, and eventually, take over the family business. But a...

In the second edition of our new series Meet the Adviser, Robert Baharian lays it all on the table and shares the ETFs that both he and his clients use for long-term...

Investing insights from one of Australia's top-rated financial advisers

Are you measuring your performance? If so, are you doing it holistically – taking account of all the wins and losses across your entire portfolio? Then you’re in a...

In today's investment webinar and podcast, Nucleus Wealth's Head of Advice Tim Fuller, Head of Operations Shelley George, and Associate Financial Adviser Christopher...

Steve Tucker former CEO of MLC, and current Koda Capital Chairman joins David in this episode to discuss the evolution of advice and the importance it carries for high...

The landscape of the financial advice industry has changed rapidly over the past decade, meaning major changes for clients and advisers alike. To unpack the changes,...

This week the Federal Government released the draft regulations and an explanatory statement for its plan to ban commissions on LIC/LIT fees. The Federal Government...

The announcement by Josh Frydenberg that commissions for selling listed investment funds (commonly LICs or LITs) will be banned is being spun as a win for consumers...