blog

You’re running a successful financial planning firm and everyone you meet says, “Why not get your own license? Do it your way!”  It sounds enticing. There are any number of providers that will, for a modest fee, assist you in obtaining your license and provide...

What is the optimum support structure for financial planners? This is a question that I am asked more and more often. In our current advice environment, there are has never been more pressures on business owners. Several come to mind such as:- High levels of...

Advisers are reconsidering their futures. It’s unlikely that Financial Planning principals will need to accept that “disruption” is the new Norm. To help mitigate some of these issues many continue to explore alternative Licensing options with the option of obtaining...

Do you provide retirement advice to your clients? You probably suggest they commence planning for their future before they reach their preferred retirement age? You would run through a whole range of important issues when discussing their retirement plan. Minimising...