Getting Financial Advice

March 4, 2024

Demystifying the World of Financial Services

Your Guide to Getting Started “In this world, nothing is certain except death and taxes”. We’ve all heard this quote from American statesman Benjamin Franklin to […]
November 13, 2023


Like every other industry, the history of financial services is full of fads and crazes, booms and busts and occasional innovations that stand the test of […]
October 12, 2023


Making significant personal financial decisions (such as building an investment portfolio or retiring) can be challenging, often giving rise to anxiety, uncertainty and risk. As much […]
November 15, 2022

Is debt refinancing and consolidation right for you?

The current interest rate environment might be prompting you to consider refinancing or consolidating your debts in the hope of fixing or lowering your monthly repayments. […]
October 14, 2022

Financial Advisers, Planners and Counsellors – What’s the Difference?

One of the many complex and confusing issues faced by consumers of financial services is to understand the differences between the terms financial adviser, financial planner […]
April 11, 2022

Property Spruikers

“A fool and his money are soon parted” (1557) Have you ever been invited to attend a free wealth creation seminar? There is no shortage of […]
April 11, 2022

Financial Advisers: The Facts and the Fiction

So we have created a new short video to help people decide whether they need advice and how to choose financial advisers. 
April 8, 2021

Two actions to take before choosing a Financial Adviser

Action 1 – Watch our video “Financial Advisers – The Facts and the Fiction”. It’s designed to educate our members about the structure of the financial […]
April 8, 2021

Independent Advice – What does it really mean?

Some financial advisers will seek to win your trust by claiming to be ‘independent’. That sounds reassuring. But be warned. The concept of independence in the […]

Explore our FAQSIf you can't find the information you're looking for