Katie and Tim are clients of Reine Clemow and his right-hand-lady Donna Loverick at Acquira Wealth Partners in bustling Southport. You know what struck me listening to them? Katie and Tim were very informed, aware and particularly certain of one thing. They...
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 concluded that they really did not understand advice...
What’s with financial advisers fighting for their ‘grandfathering’? Should you care? Quite possibly. Because it could be your money the advisers are fighting to hang onto. Firstly, what does grandfathering mean? Wikipedia suggests that...
The future of AMP? I reckon they’ve only one option. But first, a reminder of those days pre the 2000 Sydney Olympic Games. I first heard the term ‘puzzle-palace’ in the reception of AMP Alfred Street’s Sydney foyer – it was just pre-Games. The helpful guy manning...
Plato wrote a few centuries ago that the ‘cure of a part should not be attempted without treatment of the whole’. A glimpse at most adverts for financial advice seems to contradict his philosophy. Most adverts suggest self-managed super funds, or low-fee...