Category Archives: Investment Platforms

Why investment platforms are dead

I can’t see how using a platform is in a client’s best interests. The cost versus benefit equation simply does not stack up. Every year I review the platform offerings available to see what has changed. Once I’ve assessed the various product enhancements, fee changes, new investment options, revised insurance offerings and so on, I […]

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What is your biggest asset?

Most Australians consider their three biggest assets to be; 1) their home, 2) their car, and 3) their home contents – in that order. At least that’s what insurance statistics say. These 3 assets are the most highly insured. Following this logic then, your home should be your biggest asset. Right? I don’t believe so. […]

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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.