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Everything from Wealth Know How’s

In a hot property market, do your homework before you get a mortgage

From Wealth Know How’s

The property market is heating up. So even before you start looking for a property to buy, get your finances in order to determine how much you will be able

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05 Jun 2015

Investment property for SMSFs requires caution

From Wealth Know How’s

Too often property investors haven’t done their homework before they buy, according to Wealth Know How’s General Manager Fiona Parker. “You have to know the compliance rules particularly if you

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29 Apr 2015

Be savvy about your taxes for peace of mind

From Wealth Know How’s

Be aware of the tax implications when you make investments to manage expenses and rest easy, says James Dunn, leading investment educator on Wealth Know How. “Any income you receive

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25 Mar 2015

Why get financial advice? Financial planning needs to be demystified

From Wealth Know How’s

The large majority of consumers simply do not understand the basic value that financial planners offer according to Wealth Know How’s General Manager Fiona Parker. “Consumers are telling us they

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11 Feb 2015

Detail all important when super meets life insurance

From Wealth Know How’s

Did you know that all employer’s default super funds must offer a minimum level of life insurance? There are benefits to having your insurance cover in super but it’s important

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05 Dec 2014

SMSFs show an increased interest in residential property

From Wealth Know How’s

“Property as an asset class is a long-term investment, which suits the time horizon of many SMSFs,” says James Dunn, presenter of the first of a series of four Wealth

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11 Nov 2014

Announcer Financial Planning embraces Wealth Know How videos to educate clients

From Wealth Know How’s

Wealth Know How, Australia’s fastest growing provider of independent financial videos and Announcer Financial Planning, an independent financial planning group, have partnered to educate and engage clients with online videos.

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25 Sep 2014

Financial planners must use online videos to drive financial education

From Wealth Know How’s

Online videos a necessary tool to grow business Financial planners risk losing market share if they don’t quickly adopt video for their communication and marketing strategies, says Fiona Parker, General

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09 Sep 2014

Back to basics in fashion as investors flock to learn about budgeting

From Wealth Know How’s

Australians are going online more and more to learn about how to take charge of their own finances, says Fiona Parker, General Manager of Wealth Know How, Australia’s fastest growing

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20 Aug 2014

Wealth Know How appoints new GM

From Wealth Know How’s

Wealth Know How’s new GM says Australia’s financial planners must capture future clients much earlier in the sales cycle or risk losing growth opportunities Wealth Know How (www.wealth-knowhow.com.au), Australia’s fastest

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30 Jul 2014

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]