Pricing financial advice should not be a one size fits all approach. At Killara Wealth we price advice according to complexity and the time we expect it to take to prepare and implement the advice for you. We believe our pricing structure, which is pure fee...
As part of any financial advice process, an essential ingredient is understanding your investor profile. This is usually ascertained from completing a risk profile questionnaire to assist your understanding of your attitude to risk. However, a questionnaire...
The mere mention of “financial planning” sends many folks heading for the hills. However, once you understand how it works, you’ll see that there’s nothing to be worried about. Quite the opposite in fact – a good financial plan in action...
Since my last newsletter in May, there has been a further recovery across asset classes to varying extents. International and Australian shares continued their strong recovery. This has boded well for superannuation fund returns which also continued to improve with...
As a CSS or PSS member you are probably in a stronger position leading into retirement with the security a CSS or PSS pension can offer. However, what about your spouse and tax planning? Here are 3 things to consider when managing your superannuation...
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