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Goals Based Lending
- 16/02/2018
- Posted by: Nick Lucey
- Category: Finance & accounting, Financial Planning, Funding trends, Investments, Mortgage Broking
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What is goals-based lending advice and why is it effective? Summary / key points Goals based lending focuses on your goals and dreams first, then the loan and product at the end as a tool to get there. It’s about creating a financial plan and reviewing it to help you achieve goals It provides a
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The True Value of Advice – Research Paper
- 06/02/2018
- Posted by: Nick Lucey
- Category: Financial Planning, Investments, Retirement
The True Value of Advice I recently came across an interesting white paper prepared by IOOF in December 2015, which looked at the emotional and intangible benefits that having a professional financial adviser adds to people’s daily lives. 521 participants contributed to the research and the results were staggering. Why do people seek financial