Did you know that on average it takes a recipient of inheritance 19 days until they buy a new car? What are your thoughts on whether this a financially-savvy way to spend an inheritance? In our busy lives talking about money with our family members may prove to be a daunting and sometimes an emotional […]

Downsizing in Retirement: A planner’s perspective (Robert De Ceglie) I recently spoke at a seminar on this very topic and here’s a few of the discussion points I raised at this event, which I have learned through experience both as the son of elderly parents and as a financial planner. Downsizing is such a huge […]

  At first glance, and certainly for those who remember the uncertainty and impact the Global Financial Crisis (GFC) had on retirement portfolios, many people regard investment risk as the single most important risk to retirement.   Investment risk refers to the level of volatility, or fluctuation in investment returns, an investor is prepared to […]

It doesn’t matter what life stage someone is at, a financial adviser can help them identify and meet their financial goals. CLICK HERE for an interactive view on the various life events and how Adviser fp can help you and your family to navigate these important stages. Life Stage: Creating wealth (Young Accumulators) Retirement may […]

The year has all but come to an end and the lazy afternoons of summer holidays are calling. But it can be hard to put your feet up if your financial affairs aren’t in order, or if you know that there are matters that still need your attention. To help you address this and ensure […]

When drafting a will, important consideration needs to be given to who to appoint as Executor or Executors. An Executor’s role is to stand in place of the deceased and they are responsible for the administration of their Estate. Put simply, this means making sure that debts are paid and the assets and possessions are […]