Getting Financial Advice

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 […]
April 7, 2021

Choosing a Financial Adviser

Developing a financial plan to build and improve your future can be a rewarding activity. Many people are willing, able and even welcome the opportunity to […]
September 14, 2020

What’s in a name? Financial advisers vs financial counsellors

Every industry (including Defence) employs jargon which is familiar to its regular users, but a mystery to everyone else. Financial services is no exception. We’ve noticed […]
May 6, 2019

“All customers are equal, but some are more equal than others”

Readers may recognise this line as a slightly edited version of the proclamation by the pigs who control the government in George Orwell’s novel Animal Farm. […]

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