As a financial adviser I meet a lot of people and each one has their own individual relationship with money. Some are confident. Some are cautious. Some want to know as much detail as possible. Others are comfortable just understanding the bigger picture and are happy having someone with the experience and expertise to look […]
Thinking about financial advice?
Thinking about getting financial advice but haven’t taken the first step? If so, you’re not alone. According to an Australian Securities and Investment Commission (ASIC) report[i] on Australian attitudes to financial advice, 41 per cent of survey participants who’d intended to seek advice, still hadn’t gone ahead. If that sounds like you, there’s probably a […]
The demise of Dixon Advisory … a cautionary tale
The world of finance is no stranger to the cautionary tales of fear and greed. The recent collapse of one of Australia’s biggest financial advisory groups, Dixon Advisory and Superannuation Services, is an unfortunate example of how greed and professional misconduct can have lasting and devastating consequences – particularly for individuals who place their trust […]
Extra, Extra, Don’t Read All About It
This article was originally featured on the Align Financial blog on 18 December 2018. If you’re reading the investment headlines in the news around this time of year, then you might start to feel a bit of anxiety around whether your investments are well placed. Reading the news is one thing but acting on it […]
ESG Investing – what is it and how does it work?
In recent years, ESG investing (also called sustainable, ethical or responsible investing) has taken a more prominent role in management and investment decisions. But what exactly does ESG mean, and how does it affect your investment portfolio? ESG stands for Environmental, Social, and Governance and is a way of measuring and assessing a firm’s sustainability […]