Our RESEARCH

& from others that have influenced us.

With governments constantly changing the rules and with rivalry and point-scoring between different superannuation product providers, it’s become clear that short-term thinking has eroded consumer trust in superannuation. Even worse, it has left most Australians apathetic about their superannuation.

Why are Aussies so disconnected from their superannuation?

DECEMBER 2018, Certainty Advice Group

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Firstly, there must be a clear separate of financial advice & product advice. Secondly, enforce clear and transparent fee structures. Thirdly, stronger leadership and delivery of the social contract Australians expect from their professional advisers.

RESPONSE to the Royal Commission on Misconduct into the Banking, Insurance and FInancial Services Industry

June 2018, Certainty Advice Group

Firstly, there must be a clear separation of financial advice & product advice. Secondly, enforce clear and transparent fee structures. Thirdly, stronger leadership and delivery of the social contract Australians expect from their professional advisers.

RESPONSE to the Royal Commission on Misconduct into the Banking, Insurance and FInancial Services Industry

June 2018, Certainty Advice Group

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Firstly, there must be a clear separate of financial advice & product advice. Secondly, enforce clear and transparent fee structures. Thirdly, stronger leadership and delivery of the social contract Australians expect from their professional advisers.

RESPONSE to the Royal Commission on Misconduct into the Banking, Insurance and FInancial Services Industry

June 2018, Certainty Advice Group

To this day, thanks to the power of the incumbent financial advice models, Australians are still paying for advice unaware if it’s product advice or financial advice.

Who's Acting In Your Best Interests?

October 2017, Certainty Advice Group

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To this day, thanks to the power of the incumbent financial advice models, Australians are still paying for advice unaware if
it’s product advice or financial advice.

Who's Acting In Your Best Interests?

October 2017, Certainty Advice Group

A valuable adviser first seeks to find out the very root cause of why people seek out financial
advice. While the initial reasons may be around an investment, the deeper reasons are much
more personal. To discover these desires takes time and trust.

What Price Valuable Advice?

April 2017, Certainty Advice Group

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A valuable adviser first seeks to find out the very root cause of why people seek out financial
advice. While the initial reasons may be around an investment, the deeper reasons are much
more personal. To discover these desires takes time and trust.

What Price Valuable Advice?

April 2017, Certainty Advice Group

The primary reason many of us can’t save for a
rainy day is that we live in an ongoing storm.

Our Secret Financial Insecurities

November 2016, Certainty Advice Group

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The primary reason many of us can’t save for a
rainy day is that we live in an ongoing storm.

Our Secret Financial Insecurities

November 2016, Certainty Advice Group

We’re on the threshold of something big. Both the accounting and wealth industries are  fundamentally transforming. With changing technology and legislation, our industries could be disrupted forever..

Crossing The Divide

June 2016, Certainty Advice Group

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We’re on the threshold of something big. Both the accounting and wealth industries are  fundamentally transforming. With changing technology and legislation, our industries could be disrupted forever..

Crossing The Divide

June 2016, Certainty Advice Group

Australians pay far too much for superannuation… these payments to the
superannuation industry can and should be reduced by at least
half, saving Australians at least $10 billion a year. It is the largest
single opportunity for micro-economic reform in the economy.

Super Sting: how to stop Australians paying too much for superannuation

April 2014, Grattan Institute

Competition will increase, comprehensive wealth management will be dominant advice model, alliances will be critical and focus on quality not quantity of advice.

The Road Ahead: The Future of the Advisory Business

October 2002, Jim Stackpool - Strategic Consulting & Training, John J. Bowen, Russ Alan Price - CEG Worldwide

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Competition will increase, comprehensive wealth management will be dominant advice model, alliances will be critical and focus on quality not quantity of advice.

The Road Ahead: The Future of the Advisory Business

October 2002, Jim Stackpool - Strategic Consulting & Training, John J. Bowen, Russ Alan Price - CEG Worldwide

HYPERCOMPETITION is the incredible boom coming to the competitive landscape of financial planning that will change the industry forever

HYPERCOMPETITION: The Dynamic Future of Financial Planning in Australia

November 2001, Credit Suisse Asset Management

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