Three steps to creating your ultimate financial plan (part 2)
This experience involves a Discovery meeting, and a Concept meeting, resulting in a tailor-made financial plan. Let’s take a look at what happens in our concept meeting.
Three steps to creating your ultimate financial plan (part 3)
It has been said often that if you fail to plan, you plan to fail. Most successful businesses have a Business Plan, and most financially successful people have a Personal Financial Plan.
Three steps to creating your ultimate financial plan (part 1)
This experience involves a Discovery meeting and a Concept Meeting, resulting in a tailor-made financial plan. Let’s take a look at the Discovery meeting, or “Step 1.”
The Seven Faces of Valued Advice
What is the value of great advice?
For advisers who have perceived their value to clients as the ability to deliver positive returns year after year or be accurate forecasters of markets, they will be finding it hard to enunciate their value proposition in this complex age we live in.
The Hayne Royal Commission Report into Financial Services
Rainy Day Investing
Australia, earth’s driest continent, experienced national rainfall in 2017 that was 8% above the historical average. The year was the 30th wettest on record, according to the Bureau of Meteorology.1 But the story is more complicated than that.
