I had a coffee with a ‘comparer’ last week. Although busier than ever, he was bewildered by a response from a significant prospect. He had pitched an advice strategy that would have saved the prospect tens of thousands of dollars in the first twelve months...
Is the first year of this decade over yet? Hardly. This week’s Economist leaders suggest, what the 9/11 attacks did for air travel, covid-19 has done for what we consider ‘normal’ – tests, masks, lockdowns, tracing, documentation, zoom, climate...
On Thursday, 7th February 2017, Scott Morrison, then Federal Treasurer, started question time in our parliament holding a piece of coal aloft. It was a pre-election stunt to draw attention to his Government’s commitment to Australia’s coal mining sector....
Pre-covid, a client of mine was approached by one of their clients seeking assistance with a repatriation of business operations of a family member in Barcelona back to Australia. They sought to merge some of their fashion and textiles operations in Spain back to...
Jenna is an adviser in her early thirties. Her technical background is accounting, her personal background is caring She made contact when a good advisory client did not re-engage after only twelve months of working together. While she didn’t expect every client...
