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"Where are the customers' yachts?" Fred Schwed once famously asked referring to the financial advice industry. In the post-royal commission world, Australian investors are questioning if their interests are being served by the same industry.
Our latest guide identifies the value that good financial advice can provide and ways investors can unlock that value – whether they choose to use an adviser or not. Discover how you can capture the benefits available from financial advice and the approach to financial planning that Morningstar recommends in this Premium-only guide.
Sign up for a Morningstar Premium subscription to instantly download this exlusive guide. Act now, offer ends soon.

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Find The Best Investments
Spot the best investments for your portfolio from a summarized sorting of our leading research with Premium Screener tools, pre-screened lists of highest-rated picks, model portfolios and more.
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Validate Investment Ideas
Get unbiased, proven research and ratings to assess your investment idea, validate a third-party advice or put market changes into context for your portfolio with Premium analyst reports and more.
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Evaluate Current Investments
Easily scan your portfolio to detect gaps, measure performance against benchmarks and stay up-to-date with news and key insights impacting your holdings with Premium Portfolio X-Ray and more.
...
Find The Best Investments
Spot the best investments for your portfolio from a summarized sorting of our leading research with Premium Screener tools, pre-screened lists of highest-rated picks, model portfolios and more.
Validate Investment Ideas
Get unbiased, proven research and ratings to assess your investment idea, validate a third-party advice or put market changes into context for your portfolio with Premium analyst reports and more.
Evaluate Current Investments
Easily scan your portfolio to detect gaps, measure performance against benchmarks and stay up-to-date with news and key insights impacting your holdings with Premium Portfolio X-Ray and more.
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QUESTIONS? WE'RE HERE TO HELP
Email: help@morningstar.com.au
Call: 1800 034 455 (Australia)
From Overseas: +61 2 9276 4455
Weekdays: 9am - 5:30pm, Sydney Local Time
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