financial literacy

Financial planning

Advisers need to cut complexity out of advice

Advisers need to speak to clients in a language they can relate to, AFA chief executive, Brad Fox believes....

Financial planning

Adviser language not connecting with clients

Advisers need to change the language they use to connect with clients, instead of forcing them to learn adviser language, a financial adviser said. ...

Financial planning

28% of working Australians are “financially unfit”

Almost 60 per cent of working Australians have less than three months of emergency savings, according to research by a fintech startup....

Financial planning

Planning group launches financial literacy scheme for employers

A Sydney-based financial planning group has launched an employee benefits scheme to lift employee financial literacy with connections through to advice intermediaries....