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Tag : financial planning

Optima Partners - Perth Accountants CA CPA > financial planning

6 Steps to Financial Planning

Posted on May 2, 2018 by April Tata

6 Steps to Financial Planning Since very few people seem to understand what financial planners do and a common question seems to be “What am I paying you for?” I

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Posted in Blog | Tagged financial planning | Leave a comment

INDUSTRY SUPER VS FINANCIAL ADVISER

Posted on May 9, 2016 by Coral Graham

Industry super versus  financial adviser. Oooooh we just said a swear word – “financial adviser”.  There is a stigma that surrounds the financial planning industry, stemming from the industry super

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Posted in Blog, Estate Planning, Shares, Options trading and other investments, SMSF & Superannuation | Tagged financial adviser, financial planning, scfin, southern cross financial | Leave a comment

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