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Investor Education · Banking & Financial Services · 9 MIN READ

The Rising Cost of Financial Advice: the CSLR levy, Professional Indemnity and Why Fees are Rising

The cost of receiving financial advice has skyrocketed in Australia over the past five years. According to the 2025 Australian Financial Advice Landscape Report, the median financial advice annual fee jumped 18% to $4,668 in 2025 and has risen 67% over five years. To put this into perspective, inflation increased 19.81% in the last five years, while Amazon (Nasdaq: AMZN) share prices gained 47.49% in the last five years to end November.

Sara Allen

11 Dec 2025

The Mortgage Minefield

Last May, the Reserve Bank shattered the optimistic view held by some that interest rates would stay low forever (or at least a few more years). The bank has raised the official cash rate eight times in eight months, and lenders have been quick to follow with mortgage rate rises of their own.

Property Banking & Financial Services Investor Education

13 Jan 2023

· 5 MIN READ

The Mortgage Minefield

Property Banking & Financial Services Investor Education

13 Jan 2023

· 5 MIN READ

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What to do with the Banks

The Atlas High Income Property Fund aims to provide investors with income primarily through the acquisition of property securities, with an overlay of an active strategy of selling call options. Hugh Dive founded Atlas Funds Management in 2016 and is the portfolio manager of Atlas Core Australian Equity Portfolio and the Atlas High Income Property Fund (ASX:AFM01).

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