News
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Early Release of Super
From the 20th April 2020 eligible individuals will be able to access up to $10,000 from their superannuation before 1st July 2020 and a further $10,000 in 2020-21. No tax is payable on these payments and withdrawals will not affect Centrelink…
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Our response to COVID-19
While the impending spread of COVID-19 is concerning from a human perspective, those with investments may start to worry about its effect on the market. Despite the recent excellent performance of markets globally, the potential COVID-19 pandemic means we’re going…
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The value of independent advice
In the climate following the Royal Commission into Banking, the entire financial services industry has come under sharp scrutiny. And so it should. With Commissioner Hayne’s report divulging that there’s a population of the financial planning sector that has been…
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2018 Client Satisfaction Report
In 2018 we asked a representative group of our clients to participate in a worldwide survey of the financial advice industry. The aim of this survey was to help us better understand: • How engaged with us our clients are;…
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SIA Response to the Royal Commission into Banking
Around the country there are honest financial planners and bankers frustrated, angry and disappointed by revelations made at Royal Commission into Banking. What we’ve seen the Royal Commission expose is that it’s the system, not the professional financial planner community,…
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The start of something great!
They say the apple doesn’t fall far from the tree. And thankfully for us, it’s where we came from that helps shape our commitment to our clients. When we reflect why we behave, refine our business and relate to…
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Is the grass really greener?
Not all advisors are made the same. There are many benefits of long term relationships with a trusted advisor, as they are in the best position to navigate you away from things you didn’t see coming, and steer you in…
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What to expect in our first meeting
Before we see a potential client for their first “Discovery Meeting”, we seek to review the client’s financial situation. This means the first meeting focuses on analysis, review and discovery of goals, rather simply becoming a ‘fact finding’ mission. That’s…
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What our Father’s garden taught us about ongoing advice.
When clients make time to see us, they often have a pressing issue they need solved. When we lift the “hood” on these issues, we find there are a number of reasons that have contributed to their issue. We also…
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The Road to Independence
For over 14 years, ifa magazine has been the trusted source of information for Australia’s financial planning sector. Our own Joe Stephan was recently interviewed for a feature article where he discussed how he and his brother James, developed Stephan…