This is a very important question that every financial planning client would definitely like to know the answer to. But in practice, how would a client know (until it’s too late and they have paid the financial price for it)? There are numerous ways unethical financial planners can rip off and fleece clients. A few of the common methods include; Over-servicing. Putting clients into high commission investment products – e.g. $5 billion was ‘invested’ into tax-effective agricultural investments because the Read More…
The first step to providing more existing services to existing clients is to identifying which services each client currently uses.
The removal of the accountants’ exemption on the 1st July 2016 in relation to SMSF advice provided a strategic wake-up call to many practice.
Is your Most Trusted Advisor your Accountant or your Financial Planner?