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University of Wollongong

Journal

2012

Financial Planning

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The Financial Life Well-Lived: Psychological Benefits Of Financial Planning, Kym Irving Nov 2012

The Financial Life Well-Lived: Psychological Benefits Of Financial Planning, Kym Irving

Australasian Accounting, Business and Finance Journal

As the financial planning industry undergoes a series of reforms aimed at increased professionalism and improved quality of advice, financial planner training in Australia and elsewhere has begun to acknowledge the importance of interdisciplinary knowledge bases in informing both curriculum design and professional practice (e.g. FPA 2009). This paper underscores the importance of the process of financial planning by providing a conceptual analysis of the six step financial planning process using key mechanisms derived from theory and research in cognate disciplines, such as psychology and well-being. The paper identifies how these mechanisms may operate to impact client well-being in the …


Editorial: Special Issue On Financial Planning, Mark Brimble, Brian Murphy, Rakesh Gupta Nov 2012

Editorial: Special Issue On Financial Planning, Mark Brimble, Brian Murphy, Rakesh Gupta

Australasian Accounting, Business and Finance Journal

The special edition presents current research in the area of financial planning. With the continual upheaval in global financial markets (including Australia), the general trend towards self-funded retirement and less reliance on the state, financial crises and the continual regulatory changes in the financial markets, this issue is timely and topical. This is the third special edition on financial planning, providing an excellent outlet for quality research in financial planning.