Welcome to The Australian Journal of Financial Planning.
The aim of this journal is to be the definitive source of reference material and case studies on the issues facing the financial planning and advice community.
Each month, we bring you a case study that walks through how a financial planner can improve their client's investment portfolio and overall wealth position. It details the strategy implemented, why it was chosen and finally, its overall impact. It also includes a summary of the client's financial position before and after working with the planner.
Journal articles on a variety of subjects and topics relevant to planners and advisers will be featured every week.
As always, Financial Standard and the Rainmaker Group want to make this publication an integral part of industry debate and encourage a robust exchange of ideas in the financial planning and advice sector.
We welcome all feedback and suggestions on topics to be researched and presented in the journal.
