Retiring in a volatile market isn’t easy, but panic isn’t a plan. Here are some strategies to consider.
Articles on financial planning
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Planning ahead allows families to mourn, rather than scramble.
The average cost of personalised financial advice is way above what most Australians are willing to pay. Could new options to access advice through super reach those left behind?
If you start to plan for your retirement now, your future self will thank you for it.
Access to economic and education opportunities increases women’s ability to withstand and recover from financial shocks.
Five years ago, Australia had 28,000 financial advisers. Today there are 16,000. So where can you get financial advice? A new report offers a good answer – and it’s something I used to argue against.
On Friday the government will receive a report likely to recommend a requirement for advice in a client’s “best interests” be replaced with a requirement to give mere “good advice”.
Lowering education standards for financial adviser will do nothing to give the community more confidence in the industry.
Depending on circumstances, it may be time to re-think the bias to paying down housing debt over wealth accumulation in super. At least to do the sums, so you can make an informed choice.
You may not need to sell the family home before entering aged care. There are other options.
That’s to meet your basic needs and have a little leftover for fun.
Two new measures of financial well-being contain surprises and show many people believe they are doing better than you might think.
The banks get most of the blame in Commissioner Hayne’s explosive report, but there’s some for us as well.
Rather than introducing still more laws to regulate banks there is a case for stripping down the ones we have got to make their aims crystal clear, Commissioner Hayne says in his interim report.
Members of House Standing Committee on Economics should be asking the directors of Australia’s Big Four banks (not the CEOs) different questions, if they really want the right answers.
How do you sell something that solves a problem customers don’t know they have?
Prime Minister Malcolm Turnbull has given banks a bollocking for unethical behaviour, suggesting they have not repaid the support they received during the global financial crisis.
Let’s face facts. Behavioural finance shows you are not to be trusted with your retirement planning.
The clear case of regulatory capture in Australia’s financial system is grounds for a new oversight body.
While financial planning is on the pathway to professionalism, its education standards continue to be the subject of much discussion – and for good reason. The current standards set by ASIC mandate a comparatively…
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Associate Professor in Accounting, The University of Queensland
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Associate Professor in Finance, University of Canberra
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Senior Lecturer, Finance and Financial Planning, Griffith University
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Teaching fellow, The University of Melbourne
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Discipline Head of Finance and Financial Planning, Griffith University
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Professorial Fellow, University of Canberra
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Senior Lecturer and Course Leader for Marketing, Anglia Ruskin University
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Professor and Co-Director, Centre for Research in Social Policy, Loughborough University
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Professorial fellow, Monash University
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PhD Candidate, Swinburne University of Technology
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Research Associate, Centre for Research in Social Policy, Loughborough University
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Associate Professor in Finance, University of Sydney
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Senior Lecturer, Western Sydney University
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Lecturer, Financial Planning and Tax, RMIT University
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Professorial Research Fellow, The University of Melbourne