Search results

See, that wouldn't bother me...as long as it was followed by, "...because this fund is a better match for your timelines and risk profile." :D

I think this one is interesting. I don't necessarily think real estate agents need to have lots of investment houses, but I think they need to know what people look for in investment houses (and PPORs). In my town, the successful agents have a sensible view of a property's yield, price...

I quite agree with all of this. In a perfect world, a FA would have the insight to know when an investor is too mature for what they offer and be able to refer on, but self-interest will prevent this usually. I'd be interested to know how you would divide up the tiers. I don't know if I would...

I think that's extremely simplistic. You seem to be suggesting that no one should advise anyone else about finances unless they're independently wealthy and no longer need to work. In which case no one would advise anyone, and a lot of people not currently investing or insuring at all would...

This is interesting for me because I'm considering moving into financial planning, as an evenings/weekends thing in the next year or so, transitioning into longer hours when I retire out of full time corporate world. I think a lot of the experiences and preconceptions expressed here (and many of...