Blog

FYG Planners are pleased to announce Summation Strategies of Ivanhoe in Victoria have joined our privately owned financial services licensee. Summation Strategies was founded by Anne Taylor, and like all advisers under the FYG Planners AFSL, Anne provides high quality financial advice to clients. Anne focus on strategic recommendations rather than making financial product sales. Summation Strategies do […]

FYG Planners are pleased to announce Hart Wealth Management from Adelaide have joined our privately owned financial services licensee. Hart Wealth Management was established by Peter Gehlert to improve the lives of his clients and the wider community. Hart Wealth Management are actively involved in schools to promote and teach financial literacy, so that the next generation will better understand the impacts […]

There are three givens when it comes to investing. The first given: if you meet an investor who is looking to try something new, or is restless about their investments, it’s almost inevitable that they’ve recently endured some poor returns. The second given: if you meet an investor who has no intention of changing a […]

FYG Planners are pleased to announce Baharian Wealth Management of Melbourne, Victoria have joined our privately owned financial planning licensee. Baharian Wealth Management are privately owned by Robert Baharian.  Previously Robert was a senior wealth adviser with one of Australia’s award winning and most prestigious private banks. Robert decided the step to start his own business becoming an authorised representative of FYG Planners because he no longer wanted to be restricted […]