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Financial Planning

What to do when your partner is earning less than before

What to do when your partner is earning less than before

The slowing global economy has forced some households to rethink financial plans for 2021 and beyond, so we asked Mark Raberger, Head of Health at MetLife Australia, and Glen Hare, a financial adviser at Fox & Hare, to share their thoughts on making adjustments. READ MORE
How You Can Improve Your Kids’ Financial Security at Any Age Part 2

How You Can Improve Your Kids’ Financial Security at Any Age Part 2

What important financial lessons do parents need to share with their teenagers and young adults? Here financial advisers Erin Truscott and Regina Taarnby outline some smart ways to educate and motivate offspring. READ MORE
How You Can Improve Your Kids’ Financial Security at Any Age Part One

How You Can Improve Your Kids’ Financial Security at Any Age Part One

What can parents and parents-to-be do to improve their kids' financial wellbeing? Here financial advisers Erin Truscott and Regina Taarnby share important lessons about savings, insurance and investments. READ MORE
The upside of a downturn: time to explore new opportunities

The upside of a downturn: time to explore new opportunities

While things may seem grim now, new opportunities will emerge from this chapter in history. Financial experts say now is the time to get your finances in order and update your knowledge. READ MORE
Bouncing back from a downturn

How to bounce back from the downturn when you're in your 20s or 30s

Whether you’re working or have lost your job, here are some tips for surviving the downturn – and creating better money habits that will benefit you when the crisis is over. READ MORE
How to budget during a downturn

How to budget during a downturn

If you already have a budget, the economic downturn means it’s time for a review. If you don’t have a budget, here’s how to do it and why it’s important. READ MORE
Building your business

Building your business

Millennial financial wellness adviser Rebecca Maher offers some clear and practical strategies to help you support your clients during these economically uncertain times, and potentially grow your business too. READ MORE
MetLife Progress Q&A with Cassandra Scoble

MetLife Progress Q&A with Cassandra Scoble

Dubbo based financial adviser, Cassandra Scoble, started her career in general insurance where she realised that she wanted to do more than just help people insure their “stuff”. Here, Cassandra shares with us her journey into financial advice and her top tip for those who are new to the industry. READ MORE
Industry dilemma: Enter the millennials

Industry dilemma: Enter the millennials

Millennials are coming of age – and gaining age-old responsibilities. How can the insurance sector engage these digital natives in protecting their futures? READ MORE
Trust or bust: 5 ways to create client connection

Trust or bust: 5 ways to create client connection

The best financial advice is founded not on money, but trust. Here we look at how advisers can develop and maintain fruitful client relationships. READ MORE
Survey says: 7 lessons for financial advisers

Survey says: 7 lessons for financial advisers

Nothing succeeds like heeding client feedback. Our major survey of the financial advice sector reveals just what clients are looking for. READ MORE

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