Earlier this month, we ran a workshop with values-based planning guru Bill Bachrach. 185 advisers from around Australia and New Zealand gave up their Saturday and came along for an intensive skilling day, to understand some of the concepts behind Bill’s value-based...
“Adversity is the first path to truth.” Lord Byron Earlier this week, Gavin Chappell from Strategic Wealth Solutions – one of our clients with two offices in Sydney – rang me on his way home. “I was reminded today why I love my job and this business”. He was upbeat as...