News
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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…
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Neil Mitchell couldn’t find one – but you can
A few months ago, leading Melbourne radio talk-back host, Neil Mitchell, asked his listeners why he could find not one independent business which could advise him whether it’s better for him to heat his house with gas or electricity. Every…
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The Planner that helped Jennifer speak out against Kerry Packer
I absolutely love this article! Those who benefit most from financial planners wish not only to trust advice but to understand and continue to receive education which ultimately leads to empowerment and confidence in many critical life decisions. See how Jennifer Byrne…
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A fisherman discovers the value of money after one conversation
This is a classic tale – and still relevant to you today and helps clarify the real value of money and the importance of individual plans A powerful executive was walking along the beach in a small coastal village. He…