The Value is in the Detail

The Value is in the Detail

I used to coach a guy I call Adviser Tony. Nice guy, experienced, founder of a successful advisory firm and well-respected in the advice industry. Tony once told me that when his clients ever squabbled about how they wanted to spend their retirement monies, he...
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...
What Makes an Ideal Advice Client – Part 5 – Takes Advice

What Makes an Ideal Advice Client – Part 5 – Takes Advice

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...
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...
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