The financial giants attempting to lead the advice debate….again.

The financial giants attempting to lead the advice debate….again.

On Thursday, 7th February 2017, Scott Morrison, then Federal Treasurer, started question time in our parliament holding a piece of coal aloft. It was a pre-election stunt to draw attention to his Government’s commitment to Australia’s coal mining sector....
Facing the inconvenient truth – disappearing on-going advice fees….

Facing the inconvenient truth – disappearing on-going advice fees….

One of my favourite books is Daniel Kahneman’s Thinking, Fast and Slow.  The following is from the book’s introduction… “As we navigate our lives, we normally allow ourselves to be guided by impressions and feelings, and the confidence we have in our...
Congratulations….

Congratulations….

Congratulations to the recently announced Top 100 Financial Advisers for 2020. After exhaustive research and analysis by The Australian and Barrons, this list of talent represent the best in Australia. They deserve their accolades as do all high achievers and leaders...
Adviser’s Balance Sheets

Adviser’s Balance Sheets

“There’s so much opportunity for financial advisers in today’s market”. Samantha Albiez is Senior Adviser with Bravium, a self-licensed boutique advisory firm in downtown Braddon, Canberra. The firm specialises in SME owners, young families, busy professionals and...
Valuable Connections – The Future of Advice  

Valuable Connections – The Future of Advice  

When we focus on ourselves, our world contracts as our problems and preoccupations loom large. But when we focus on others, our world expands. Our own problems drift to the periphery of the mind and so seem smaller, and we increase our capacity for connection. Daniel...
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