Fees
The impact of high fees
Steve and Barbara are in their 40s. After repaying their mortgage, they decided to start a serious savings ...
The advantage of a workplace scheme
At 45, Jenny had become mortgage-free and wanted to start saving for her retirement. She thought she ...
Getting a better deal on fees
Moana and Ray decided they needed some advice on what and where to save for their retirement. Repaying ...
Finding out about tax
John and Judy were looking at two savings products. One was offered by their bank, and the other by a ...
Explaining the pitfalls of MERs
Richard had recently seen a financial adviser who considered his assets and financial goals. He recommended ...
Checklist for truth
Tama was about to invest $100,000 in a savings product recommended by his adviser, when he chanced upon ...
A wrap account
George and Trish had been clients of a well-known financial adviser for a number of years and, until ...
