Following on from last week’s discussion on when it’s time to speak to a financial adviser, I’ll go through the different types of advice you can receive and how to choose the best expert for you. Depending on your situation, you will be looking at one of three forms of advice: A one-off issue You […]
Professional financial advice needs to be a serious consideration when looking at buying a house, setting long-term financial goals, and considering investment options. Before you make the call, be sure to do your research and know what you’re dealing with. Think, what’s in it for them? Some financial advisers receive a commission based on recommending […]
Money is one of the leading causes for severe stress and anxiety throughout Australia, but sadly it is on the rise as debt becomes more prominent. Saving money or even just avoiding falling deeper into debt can be a real struggle, and it certainly doesn’t help having to deal with a persistent debt collector. So, how […]
It’s that time of year again! End of Financial Year is either a fantastic or dreadful time of the year depending on your income, spending, and knowledge. Make sure you’re the one with the generous tax return this year! We’ve developed our top tips designed to minimise the tax you’re required to pay and boost […]
THE government is plotting a crackdown on “creative” accountants who inflate work-related personal tax deductions. It’s more important than ever to ensure your tax return is handled with the utmost care. We’ve all heard a few horror stories of companies outsourcing their finances or tax needs to dodgy third-parties… the consequences can be horrific. If you […]
Now the expensive Christmas/New Year period is over, it’s the perfect time to review your finances. It’s one of those tasks we all keep putting off – but the sooner you review your finances, the sooner you can stop fretting. To make your life easier, I’ve developed four easy steps to get your finances back on […]
One of the questions we get asked very frequently when we take on a new client is ‘what information do I need to give you?’ This is a tricky one. Every case is different and some require more information than others. My advice for presenting a case to a paraplanner – whether they’re outsourced or […]
Everyday we’re asked why should our business consider paraplanning? Ultimately outsourcing paraplanning with NK Consultants increases Productivity, Customer Loyalty, Quality & Overall Value to your Business. In today’s economic environment where competition is extremely fierce and where businesses are pushed to practically do anything to survive, it is only practical to opt for options which can […]
We receive a variety of enquiries from people who have identified that they might need a paraplanner within their business, but are not necessarily sure what they’re looking for or how they would work. If you’ve never worked with a paraplanner before, then this is likely be a leap of faith into unknown territory and […]
Have you heard of the term Paraplanning? Any idea what it could mean? A new concept of the financial industry, Paraplanning focuses on the administrative tasks required for businesses. These administrative duties are usually handled by the financial planners. They also manage product research, asset allocation, fund selection, report writing etc. As financial planning is […]
