“Too many people today are paying for financial advice like they pay for a meal at a restaurant,” says Terry Powell a Principal of PF Private Wealth and a Certainty Adviser based in Geelong, Victoria. “You only pay at the end of the meal, regardless of the...
For Jeff Thurecht and Mia Taylor, Certainty Advisers with Evalesco in Sydney’s CBD, it takes a little time for people to recognise what genuinely valuable advice is. That’s OK for them. They understand quality advice relationships aren’t created overnight. An...
If you can learn how to drive a car, you can learn to manage your own money. That claim was recently made by the chief executive of a new fintech startup – BigFuture Pty Limited. The cloud-based wealth management service is on a mission to “democratise wealth...
I reckon financial advice industry is entering a new phase of professionalism and opportunity, only everyone doesn’t seem that excited about it. As with any change there are many advice licensees and practices that refuse to embrace anything new and evolve. No matter...
When people hear the ‘certainty proposition‘ for the first time, no matter how much they might like the sound of it, they understandably ask how will they be able to determine the value or success of this approach? Prior the delivery of a ‘certainty’ proposition, the...