The future of financial advice

The future of financial advice

…no, I’m not referring to the Parliamentary Joint Committee on Corporations and Financial Services’ Inquiry into financial products and services. Though of course we welcome any reforms that improve the quality of financial advice in Australia, and enhance...
Why it pays to ask the tricky questions

Why it pays to ask the tricky questions

Most advisors haven’t been trained in psychology, counselling, or medicine. But in many instances, we find ourselves broaching on topics that require a little bit of knowledge in these areas. Why? Because your clients’ ability to implement your advice is strongly...