The Australian publishes its annual Top Financial Advisors list this week - and it's the perfect time to find out how to select a financial adviser. In today's show we cover; how to choose a financial adviser, how much should you expect to pay, is there a way to sidestep rogue operators, and what you should expect from a top-end adviser.

Sarah Abood, Chief Executive of the Financial Planners Association of Australia, joins James Kirby, Wealth Editor of The Australian, on today's episode.  See omnystudio.com/listener for privacy information.

Top Advisers List Edition - How To Find A Financial Adviser

The Money Puzzle covers all the important property, business, money and finance news. 
With two episodes published every week, The Australian’s Wealth Editor James Kirby, along with business, property and finance experts share insights and information that you will use on your wealth building journey.
Submit your questions on all things property, business and finance here - themoneypuzzle@theaustralian.com.au 

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The 2024 budget was a deft piece of work: Politically astute, and supportive of low-income Australians but also a very mixed bag for investors.
In today's show we cover:

The budget measures that matter to investors
Things the government did not do (which will make a big difference)
The share market sector awash with government largesse
HECs - did they really do that much?

 
Will Hamilton of Hamilton Wealth Management joins wealth editor James Kirby in this episode  See omnystudio.com/listener for privacy information.

The Budget Special Edition

You might think you know the Australian property market but the goalposts are moving: Hobart had slid down the ladder, Canberra is second only to Sydney while Brisbane and Perth are charging ahead. It's time to reassess.
In today's show we cover:

The changing profile of big city property markets
Why units are set to do better than houses (per square metre)
In support of the First Home Super Saver scheme 
Will Perth now pass out Melbourne average home values too?


Tim Lawless, head of research at CoreLogic, joins wealth editor James Kirby in this episode  See omnystudio.com/listener for privacy information.

New order: How Canberra and Brisbane now outpace Melbourne

Is there anything behind this piece of share market folk wisdom? We find out.Also, our biggest super funds are set to expand their offerings in financial advice: What can we expect from this development - and what does it mean for independent advice? 
In today's show we cover :

Pros and Cons of super funds offering advice
The reality of 'sophisticated investor' rules
Why are we selling key assets to overseas pension funds?
Myth busting --Sell in May and go away 

Hugh Robertson of Centaur Financial Services joins wealth editor James Kirby in this episode  See omnystudio.com/listener for privacy information.

'Sell in May and go away' - fact or fiction?

The banks are starting to carve up the lending market by postcode. If you are inside one of the 145 (out of 3300) postcodes ANZ Bank has cherry picked you can get a special deal on larger loans. What does this mean for the market? What does it mean for you?
In todays show we cover :

Getting to know postcode-driven lending deals
What will the Federal Budget offer for property ?
The reality of falling prices on a residential market 

Pete Wargent of AllenWargent Property Buyers joins wealth editor James Kirby in this episode  See omnystudio.com/listener for privacy information.

Postcode discrimination - positive or negative ?

The plain vanilla Exchange Traded Fund (ETF) turned the Australian funds management sector on its head. Now, the whole scene is changing again with everything from Bitcoin funds to leveraged products. 
In today's show we cover:

Everything you need to know about traditional ETFs
The pros and cons of index-based funds
Why ETFs don't work every time
Dividends and CGT - how it works for ETF investors 

ETF expert Kanish Chugh joins wealth editor James Kirby in this episode   See omnystudio.com/listener for privacy information.

Top Advisers List Edition - How To Find A Financial Adviser

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