This is the first in our new Roundtable Forum series. The objectives of the Roundtable Forums is to facilitate discussions on a specific 'big picture' topic for everyone that attends live. Our first topic for the Forum is "Who is...
Bravium Canberra's founder - Scott Farmer - is good at managing the cash flows of his wealth accumulator clients. He's managed to take the mystery and hard work from cashflow management and make it seamless, easily to maintain and very...
James Sali from Signate Private Wealth on Queensland's Gold Coast shares how the firm identified, priced and conducted a recent client breakthrough engagement using Certainty Advice.
The first one in our series of “Panel roundtables”. In this one, Paul Birch from Pacific Wealth in Manly and Dan Creagan from William Buck in downtown Sydney share their common first year engagement approach and fees. Both firms are...