NEWS

Updates for Certainty Firms
Pricing, Value, and Regulators

Pricing, Value, and Regulators

How are you? Fatigued? Seems to be the word of 2021. ADVANCING... Despite COVID-19, a couple of Certainty Advice firms making great progress this week. Justin Mulcahy of Intrinsic Private Wealth in NSW's Southern Tablelands converting long conversations with friends...

The vanishing on-going fees…

The vanishing on-going fees…

Common themes last couple of weeks have come back to advisory team concerns about vanishing ongoing fees. Adam Carey - check out his site - it's great - was the latest to table the issue when he said that goals-based advice works well initially, but keeping clients...

New Workshops…

New Workshops…

NEW WORKSHOPS We started another Workshop series last Wednesday - the Skilling Discovery Workshops. These two and half hour intensive sessions are designed for audiences of a dozen or less to maximise learning, discussions, exercises and customising the implementation...

Meeting politicians…

Meeting politicians…

Thanks to the great efforts of Andrew Geddes from our PR firm - City Public Relations - and the 'on-ground' support and introductions in Parliament House of Kristy McSweeney, I had fruitful conversations with Tim Wilson MP for Bentleigh (check out our picture!) and...

FASEA’s Code of Conduct & New Virtual Certainty Courses…

FASEA’s Code of Conduct & New Virtual Certainty Courses…

Will FASEA's Standard Three & Seven be watered down or not?  While all other ten Standards of FASEA's Code of Conduct are considered LAW, ASIC has adopted a 'stand-off' watch and ready approach on the two significant Standards which are still due for LAW 1st...

FSC’s “Advice-Washing”? Alan Kohler, Google Docs & more…

FSC’s “Advice-Washing”? Alan Kohler, Google Docs & more…

Heard of 'advice-washing'? I hadn't either before this week. I hear it refers to marketing activities appearing as advice friendly when in fact they are not. Last Monday 19 April the Financial Services Council - the body built upon Australia's financial product makers...

Certainty Advice for SMEs

Certainty Advice for SMEs

Enjoying a long weekend up the coast - even though the ocean is still a shady brown from this week's rain and the beach littered by swollen rivers, mother nature is bouncing back. This week saw a big focus on how Certainty Advice firms are adapting and using Certainty...

Friday 19th March – Certainty Update

Friday 19th March – Certainty Update

G'day - quick weekly update... The awareness of Certainty Advice continues to grow with another prospect from Sydney making contact making direct with us this week. We've big plans for increasing both the awareness and number of prospective introductions this year -...

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