OPINION

Certainty Blog

What Price Advice?

My family is full of creative types. All the kids and wife are active artists, except me. Actresses, writers, drawers, and designers. All super talented - of course. But I was a tad surprised when some of their drawings and works were recently bought for use on a...

A hope too high for FASEA?

Have you heard of FASEA? It’s the relatively new Financial Standards and Ethics Authority, established in April 2017, well before last year’s Banking Royal Commission, to set the education, training and ethical standards of licensed financial planners. It’s creating...

How To Find The Right Financial Adviser

How do you identify the right financial adviser? It’s hard. Moreover, it is potentially getting harder. Last week the government’s chief economic adviser – the Productivity Commission - recommended the formation of an expert panel to select the ten best superannuation...

How To Determine The Value Of Advice Post Royal Commission

Have you read Robert Cialdini’s book Influence? Great book. I re-read it over Christmas. It reminded me of the influential ‘short-cuts’ in our lives. Those psychologically engrained triggers we each develop that either warn, encourage, hinder or help us quickly make...

What my garbos can teach the banks…

I’ve always left a case of beer out for our garbos each Christmas. However, this year they were not able to accept it. It’s ‘not part of council’s new code of conduct’. Really? I value the job done by our garbos in the early hours every Tuesday morning. Value was...

Genuine People caught in disingenuous places?

  Maybe there is a beast…maybe it’s only us.” ~ Lord of the Flies – William Golding What happens when genuine people are caught in a disingenuous place? What did the people working on Manus Island caring for Australia’s unwanted refugees best do about their...

What’s really at stake post Justice Hayne’s Royal Commission?

What’s really at stake post Justice Hayne’s Royal Commission? It’s bigger than the gob-smacking headlines such as CBA telling it’s board one thing and ASIC another, even the new Chair of CBA considering the Hayne royal commission a threat to stability, or the poor...

Valuable conclusions from our Royal Commission?

I didn’t hear much about value in the Banking Royal Commission reporting. Pity. Specifically, I didn’t hear much about the value Australians have been seeking in their financial lives from their bankers and advisers. Counsel assisting Mr Hodge QC came close to it when...

How Advice Firms Grow – Wobble Theory

How do Advice Firms Grow? In many ways. But I believe there are distinct patterns that if understood as part of a bigger cycle, it may help you grow faster or appreciate how you are growing (or why you are not growing as you'd hoped). I've developed a growth model...

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