Financial planning
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Financial planners inundated during coronavirus pandemic
Barry Daniels | April 30, 2020As the flattening of the coronavirus curve slowly inches downwards and a glimmer of hope appears on the horizon, it’s appropriate to reflect on the myriad of issues and lessons derived so far from the pandemic, in particular the lack of recognition that is afforded to the role of financial planners.
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Professional bodies to give advice regarding access to Super
First 5000 | April 15, 2020It will be easier for Australians to get assistance from professional accountants and financial planners in making decisions about their financial position in the face of the COVID-19 pandemic, after a decision handed down by ASIC yesterday.
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Financial planning practices can excel – but growth must be the focus
Ray Djani | October 30, 2019Generally speaking, boutique financial planning practices can excel and prosper in the new era of advice, however the rules have changed and standing still or staying small, is no longer an option.