An advisory team’s best days are usually those spent in front of their clients. As most people join the advice industry to help others lead better financial lives, the time spent in client discussions, resolving issues, identifying forward steps, and creating...
I love planes. I firstly obtained a gliders license in an old Blanik soaring above Narromine in 1980. I qualified for my private fixed-wing pilot license in 1984 at Camden airport when paddocks and chicken sheds still surrounded it, and later a commercial helicopter...
What do the behaviours of Melissa Caddick, Bernie Madoff, and Sam Henderson have in common? Greed. Justice Kenneth Hayne used the same word when tabling the final report of his Royal Commission into the Banking and Financial Services industries in February 2019....
Paying for financial advice is like paying for electricity. Really? Yes, according to Alan Kohler, Editor-In-Chief at InvestSmart.com.au. Alan knows a thing or two about investing. His web page offers lots of investment options with a who’s who of experienced people...
Are you noticing more and more discussion about being an ‘independent’ adviser? Specifically the section 923a of Corporation Law definition of independent. Hats off to those advisers committed to the s923a road – it certainly is one far less travelled. The pursuit of...
While money is the most pressing problem to all our clients, it’s surprising how few Australians are engaged in the financial advice industry. How can the same industry devoted to helping people make sound decisions around money turn everyone off so much? I believe...
