Financial Planner Sydney

I recently had the privilege of joining the AIA Vitality New Zealand team in Auckland and Hamilton to spread the message about the value advisers can bring to conversations about health and wellbeing, as well as the financial aspects of our client's lives.

The Royal Commission uncovered behaviours we were not aware of and has firmly put institutions on notice that these must stop. The changes within financial advice are necessary to make sure large bank aligned licensees are held to the same standards as the privately-owned groups.

Thanks to a change in legislation, most working Australian’s can now claim a tax deduction for personal contributions to superannuation. This is really exciting for employed individuals as previously you could only add to super via employer contributions or salary sacrificed amounts.