Remember how we used to buy memories?
We’d buy some film for our camera.
While we don’t buy film anymore, we still value memories.
In fact, we value and share memories more than ever – about 300 million photo […]
Hello, I’m from ASIC and I’d like you to justify the advice fees you charge?
Are you ready for this question?
Reminds me of the gag about the tourist in Ireland who asks a local for directions to Dub […]
I’ve always left a case of beer out for our garbos each Christmas.
However, this year they were not able to accept it.
It’s ‘not part of council’s new code of conduct’.
I value the job done by our ga […]
What’s really at stake post Justice Hayne’s Royal Commission?
It’s bigger than the gob-smacking headlines such as CBA telling it’s board one thing and ASIC another, even the new Chair of CBA considering the Hay […]
I didn’t hear much about value in the Banking Royal Commission reporting.
Specifically, I didn’t hear much about the value Australians have been seeking in their financial lives from their bankers and adv […]
Presume, like me, you looking to buy a new car.
I prefer Toyotas.
Why? They do the job I need.
They are reliable. They are everywhere. My twenty-something kids will be safe in them, they can’t do too much […]
How do you know you’re having good financial advice conversations?
What are the things to listen out for, to query, or to notice to confirm you having good advice conversations to ensure you’re on track f […]
For many inevitable reasons, traditional financial advice models are changing.
To date, there have been two main aspects underpinning the delivery of personal financial advice.
These two aspects have been […]
Another bank is exiting wealth.
Saying his objectives are all about simplification, NAB CEO Andrew Thorburn used unsurprisingly similar language to ANZ’s CEO Shane Elliott nearly two years prior when he too […]
Interested in fast-tracking your team’s understanding of client value by at least 50% in just a month?
I appreciate your business training and development is already a priority, but is it focused on […]
Did you see this piece just before Christmas?
Fin Services minister Kelly O’Dwyer putting forward legislation no less to empower ASIC with product intervention powers and ability to now ban aspects of […]
While money is the most pressing problem to all our clients, it’s surprising how few Australians are engaged in the financial advice industry. How can the same industry devoted to helping people make sound d […]