financial planner

Tag: financial planner

pedigree trust

Protect your assets with a pedigree trust

A pedigree trust (also known as a linear descendant's discretionary trust) is a type of discretionary trust established to ensure that the property of ...

Offset inflation with better money habits

There is no denying that the cost of living for Australians is on the rise with inflation at 5.1%. But whilst we can’t control ...

Is your Financial Planner Ethical?

This is a very important question that every financial planning client would definitely like to know the answer to. But in practice, how would ...
low hanging fruit

Selling Existing Services to Existing Clients

For a practice wanting to achieve organic growth this strategy is best described as ‘low hanging fruit’. It is simply about ensuring that every ...
financial planning added value

Pros of Establishing a Financial Planning Division

The removal of the accountants’ exemption on the 1st July 2016 in relation to SMSF advice provided a strategic wake-up call to many practices. ...
Accountants vs financial planners

Accountants vs Financial Planners

Is your most trusted advisor your accountant or your financial planner? Numerous surveys consistently have clients (whether individuals, investors or small business owners) rating ...