Lessons from Debt – a path to Advice?

Lessons from Debt – a path to Advice?

Heard about Grameen Bank – the bank for the poor? It presents a powerful working model of trickle-up development. Founded in the mid-1970s by Muhammad Yunus in a country lacking first and second-world finance infrastructures, it has sprouted up in over 80,000...
The Advice Gap

The Advice Gap

I love the bush. I reckon it has something to do with my four grandparents being raised in NSW’s central west. It never ceases to amaze me how much I enjoy touring on unmarked open country roads with windows down and the elements whooshing in. Even when...
Dear Minister… fixing our broken advice market

Dear Minister… fixing our broken advice market

Dear Minister Jones, Congratulations on your appointment as Minister for financial services. I read your early plans with both hope and trepidation about your priority to address the hot mess that is the Australian advice marketplace. I understand the weight behind...
High-Net-Worth’s? It’s time for a re-think…

High-Net-Worth’s? It’s time for a re-think…

William Francis Sutton was an American bank robber. When asked why he robbed banks, he allegedly responded: “…because that’s where the money is.” Medicine has used “Sutton’s Law” when training students as a metaphor to...
The vanishing insurance agent?

The vanishing insurance agent?

Know any life and personal insurance agents? My first training workshop was full of them. That was November 1989 at Greenmount Resort, Coolangatta. My “Agent as a Business Person” workshop aimed to assist attendees with the opportunities created by the...
Financial Advice for the coming “Reconsideration” decade

Financial Advice for the coming “Reconsideration” decade

Is the first year of this decade over yet? Hardly. This week’s Economist leaders suggest, what the 9/11 attacks did for air travel, covid-19 has done for what we consider ‘normal’ – tests, masks, lockdowns, tracing, documentation, zoom, climate...
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