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18 11, 2016

How Should Retirement Income be Structured and What Banks And Other Need to Offer When it Comes to Financial Advice

By | November 18th, 2016|Digital Financial Advice, Financial Advisors, Investfit, Investing, Retirement, Superannuation|

The Financial System Inquiry Final Report was released in 2014 and raised the notion of a Comprehensive Income Product for Retirement (“CIPR”) to be pre-selected by super fund trustees, but only started after the member has chosen to go ahead [...]

9 09, 2016

Digital Financial Advice – Not a Passing Fad

By | September 9th, 2016|Digital Financial Advice, Financial Advisors, Investfit, Investing, Model, Retirement, Shares, SMSF, Superannuation, Technology|

    The 30th of August saw the release by ASIC of RG255 on digital financial advice. In their media release ASIC says: “ASIC supports the development of a healthy and robust digital advice market. In an environment where only [...]

27 07, 2016

What is Risk and How Risky are Shares?

By | July 27th, 2016|Investfit, Investing, Retirement, Shares|

What is risk? Risk is the chance of something going wrong, which in turn is defined by what you are trying to achieve i.e. your goals. If you have no goals, then you have no risk - nothing can go [...]

1 07, 2016

Why Investment In Shares May Be Less Risky Than Cash And Bonds

By | July 1st, 2016|Bonds, Financial Advisors, Investfit, Retirement, Shares, SMSF, Superannuation|

The current approach to financial advice is to put the client into a category, based on an assessment of their "risk profile". Each category has assigned to it an investment strategy according to level of "risk"; for example a "conservative" [...]

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