Economic and Markets Outlook 2021

This Economic and Markets Outlook 2021 is presented so that our clients and other followers have some insight into factors that will be in our minds as we construct, review and revise investment portfolios in 2021 – particularly during the first half of the year.  (If a day in politics is a long time, a forecast year in investment markets is an eternity!) 2021 - a year of financial intrigue, [...]

The Value of Advice confirmed

Perception of the value of advice received, supports our conviction to act - and to act with confidence - in many of our life experiences: in this article, we focus on the value of advice in a wealth management/ financial planning environment.  In that context, we contemplate: the hierarchy of value of advice from different sources, some key aspects of valued advice that cause us to action the advice, how [...]

By |2022-06-28T18:16:51+10:00July 31, 2020|Wealth Management|0 Comments

Valuing Financial Planning Advice

The Value of Advice concept... what you are paying for! Valuing Financial Planning advice: is that process different from valuing any service or advice? Clients of financial planners have long been valuing financial planning advice, but legislation by the then Labor government in 2013, has given rise to discussion as to what value investors receive for the fees they pay to their wealth management service providers. Financial Planners now need [...]

By |2020-08-12T12:29:33+10:00January 28, 2014|Wealth Management|1 Comment

Financial Advice matters

- The Future of Financial Advice (FoFA) The level of attention that government has paid to the financial planning industry in the years following the exposure of unacceptable practices within the industry, clearly shows that financial advice matters. The most important matter that the regulations now in place address, is the fiduciary duty owed by the financial adviser to their clients. Whilst others might well join the chorus, we have always [...]

By |2021-01-18T18:05:50+10:00June 20, 2013|General|0 Comments

Real value of advice

The government has legislated several changes to the practices and processes of the financial planning industry. The next sign of these that you will see directly from us is the Fee Disclosure Statement (FDS). This is due to be issued to clients who have engaged their financial planner under a service package/ payment arrangement whose next anniversary falls after 30 June 2013.

By |2020-06-29T14:50:29+10:00May 28, 2013|General|0 Comments
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