All Posts Tagged With: "financial planner"

My son is now at Uni and I am worried about fees eroding his super savings

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Q. My son worked at Macdonalds for 4 years and has a superannuation with employer contributions. He is now doing full time study at uni. Should he do something with this superannuation before it is eaten away with [...]

Popularity: 21% [?]

I need help Consolidating my Super?

Q. I have a few superannuation funds which I am trying to consolidate and finding the whole process very frustrating. Any suggestions?
Josie’s Answer - Congratulations on trying to organise your financial life.
As you know having a few super funds probably means that you are paying extra fees, which will only hurt you financially in [...]

Popularity: 31% [?]

Accountant or Financial Planner - Which is best for me?

Q. I am confused as to whether I need to seek advice from a financial planner or accountant in relation to my investments?
Josie’s Answer - Your accountant is a great help to get through your personal finance maze.
Technically they are really good on tax matters e.g. which work expenses you can claim on your [...]

Popularity: 16% [?]