Travis Martin and Deiter Tode of Wealth Plus Solutions in Perth are not like most advisers. Like other innovative advisory firms, they have worked hard to build their own ‘next generation’ value proposition, and they express it well: “…through the process we...
Back in 2007, a few great advice firms, like Troy MacMillan’s The Wealth Designers, based in West Perth, Greg Keady and Jeff Wain’s Melbourne Private Wealth, based in South Yarra, and Brian Pert’s Pert and Associates, based in Southport, were being innovative with...
Accumulating evidence suggests that the old financial planning industry (OldCo) is entering its death phase. Effects on advisers and their business plans will be profound. There is no single emerging trend, no single piece of legislation. Just a mounting pile of...
The Australian financial advice marketplace is changing fast. Advice firms wanting to thrive in the inevitable commission-free, opt-in/opt-out, fiduciary-based market environment must position themselves to hit the ground running. Are you ready to be one of these...
To some, it might appear odd that none of the four sons of a prosperous farming family – based near Narrogin, in Western Australia’s glorious south-east wheat belt – didn’t continue on the land. However, on meeting Rob and Michael Pyne of HPH Solutions in West Perth,...