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Financial Planning Advice
and Tips for Retirees


Can a Robo-adviser replace my human fiduciary financial advisor for wealth creation?
Robo-advice provides automated financial advice online. It uses AI algorithms to generate personalized investment recommendations based...
Oct 28, 2023
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Are you confused about general advice versus personal advice when talking to a financial planner?
There are two types of financial advice: general and personal. General advice is not tailored to your specific situation, while personal...
Oct 13, 2023
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Should I pay fixed or percentage-based fees to my fiduciary financial advisor for retirement planning?
Fiduciary financial advisors use two main fee methods for financial advice in Australia: Fixed fees: Fiduciary financial advisors may...
Oct 11, 2023
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Be wary of financial planners who only recommend in-house funds vs the fiduciary financial advisor approach.
This occurrence is likely to be higher among financial advisors whom large financial institutions, such as banks and superannuation...
Sep 25, 2023
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What are the benefits of a financial planner advising under a corporate parent, in our case, FYG Planners Pty Ltd?
Fincial advice firms will be either licensed by a corporate group (e.g., a financial institution) or "Self-licensed" (holding their own...
Sep 25, 2023
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Why ownership structure matters - how this fiduciary financial advisor does it and the benefit for retirement planning and wealth management clients.
When choosing a financial planning practice, it is important to ask about the ownership structure and make sure that the practice is...
Sep 25, 2023
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