Takeaways from 2024
What was the most significant thing (good or bad) to come out of this year?
Two things come to mind. Rebecca Pritchard from our team receiving the recognition she deserves as one of the Financial Advice Association Australia (FAAA) adviser of the year finalists. Internally, we refined our review process and philosophies.
What was the biggest achievement for the profession this year?
It feels like for the first time, there has been a consolidated approach when it comes to advocacy.
What shocked you this year?
Nothing shocks me anymore when it comes to financial services.
Outlook on 2025
How are you feeling about the year to come and why?
Excited. We get to help people achieve their “Yes” moments on their journey, while enjoying a great life as well.
What is your main goal as an adviser for the coming year?
To have greater than 50 per cent of our advice documents delivered to clients inside 48 hours of their review!
What are you hoping to come out of next year?
I would love our clients and Rising Tide to maintain the momentum from this year!
What are your thoughts as we go into an election year?
It’s never as good or as bad as it seems.
Overarching thoughts
What is a small issue that impacts you or your business – one that is outside your control – that could be easily fixed? How?
Continue to let us use our professional judgement more – and come down incredibly hard on those who get it wrong. This will reduce cost to serve and allow more advice for more Aussies.
What do you think is the biggest issue currently impacting the profession? Why? And what could be done to address it?
I think the cost to serve is still a huge issue. Hopefully that will change in 2025.
