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Adviser Insights | September 2017

The how and why of salary sacrificing into super

Our guide can help you decide if salary sacrificing is right for you, and if it is, use our handy checklist to make sure you tick all the boxes.

Adviser Insights | September 2017

Why portfolio diversification may not be enough

If you look around the world we face unprecedented risks. The Trump Presidency, North Korea’s nuclear ambitions, rising interest rates, and fully valued markets are all spot fires that could engulf portfolios.

Adviser Insights | September 2017

How much super should I have at my age?

Client's often wonder how much super they should have at each life stage. This article could help you educate them, so if they need some extra guidance to get on track, you can be there to help.

Adviser Insights | August 2017

 

A future by default or by design?

Watch Jack Kewalram’s story on becoming a financial adviser

Jack Kewalram shares how his experience of training to be an adviser through the Horizons Academy, set him up for success. Now a client adviser with AMP Advice, he’s helping clients aim for a future they’ve designed.

Adviser Insights | July 2017

 

RBA's interest rate call marks new frontier

The Reserve Bank of Australia’s recent call that neutral interest rates could be about two percentage points above current record lows, marks a line in the sand that borrowers should prepare for, according to discussions at a recent AMP Capital Insights forum.

Adviser Insights | August 2017

 

4 simple steps to picking the right diversified fund

Many diversified funds appear similar on the surface, but when you lift the hood, they’re poles apart. Evaluating diversified fund performance can be like comparing the proverbial ‘apples’ with ‘oranges’..

Adviser Insights | July 2017

 

5 ways to help find meaning in your work

How might we start to view what we do in a different way?

Adviser Insights | July 2017

 

Meet Esther Althaus

Mother of three and business owner. We find out what winning AMPFP Financial Adviser of the year meant for her.

Adviser Insights | July 2017

 

Sequencing risk: one of the biggest dangers retirees face

Any adviser who had retired clients invested around the time of the GFC can provide testament as to just how critical the timing of market falls is in determining future wealth.

Adviser Insights | April 2017

 

Daniel Wong – his journey from mechanic to financial adviser

We speak to Daniel Wong, owner of Constancy Wealth Management in Brisbane about his journey from automotive mechanic to financial adviser.

Adviser Insights | May 2017

 

Federal Budget round up      2017-2018

We run through some of the key measures announced in last night’s Budget so you can see how they might affect both your everyday expenses and your financial future.

Adviser Insights | May 2017

 

5 tips for staying connected in retirement

Many people may spend their working lives looking forward to retirement, so here’s how to make the most of it.

Adviser Insights | March 2017

Don't miss out on potential super opportunities

You could take advantage if you act before 1 July this year. As you may be aware, super contribution rules and limits are set to change. While you may not be able to put as much money into super because of these changes, the good news is there are still opportunities you could take advantage of before the financial year ends.