Category Archives: Financial Advice

97% of financial plans fail test: ASIC

The Australian Securities & Investments Commission (ASIC), the regulator of the financial planning industry, recently released the results of its Shadow Shop Survey. The regulator claims that of the 64 financial plans obtained from planners around the country, 36 per cent were poor and 61 per cent were adequate. Only 3 per cent (or 2 […]

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How to protect your family from financial disaster.

How to protect your family from financial disaster. We often don’t hesitate before protecting valuable assets like our homes and cars. How many people do you know that own their home but don’t have home insurance? Similarly, would you be comfortable driving a new car out of the dealership without car insurance? Most of us […]

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Personal Income Protection – The biggest risk to your financial security and how YOU can avoid it.

Personal Income Protection – The biggest risk to your financial security and how YOU can avoid it. Did you know 60% of Australian families with dependants will run out of money within 12 months if the main income earner cannot work? This is a startling fact and serves as a wakeup call that life can […]

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    Financial Planning Expert is an independent financial planning business based in Melbourne. We provide genuinely independent and conflict free financial advice. We’re experts in self-managed superannuation fund (SMSFs) advice and strategy, retirement planning, property and share investment advice, life and income protection insurance, tax planning, asset protection, estate planning and advice for Australian expatriates.