Financial Planning Advice
and Tips for Retirees

Tips to help you work best with your fiduciary financial advisor for retirement planning and wealth creation.

1. Be honest and upfront about your financial situation. Your advisor can only give you the best advice if they completely understand...

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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...

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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...

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