A wide assortment of wealth management and financial planning articles. Topics can include investing, investment returns, Centrelink and aged pension rules, superannuation fund commentary and many other finance related topics.

Discrepancies in real estate portfolios

Financial Planning is a heavily Government (ASIC) regulated business providing individually personalised advice to clients including protecting and growing their wealth. As a financial planner it appears extremely inequitable to see far bigger transactions occur with far fewer compliance hurdles or disclosures such as direct property investing. A real estate agent does not have to…