Opinion
How to know when a client relationship is over
I recently participated in an interesting online discussion about ongoing fees and annual reviews – specifically what to do when your service packag...
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Opinion
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Deliver authentic goals-based advice in 2019
With 2018 drawing to a close, it’s the time where we begin to think about our plans, hopes and dreams for 2019. With that in mind, now is the perfec...
Risk advice is not just important at claim time
Claim time is not the only part of the insurance process where an adviser can assist a client to make a wiser purchase decision. Write comment...
The underwriting choice
ANZ OnePath recently launched its new risk engine, providing an alternative model to the current trend to buy an off-the-shelf underwriting solution. ...
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Opinion
Election reflection - Why vote Liberal?
While the federal Liberal Party is licking its wounds over the crushing defeat of the state Liberal Party in Victoria, it might want to consider how m...
Opinion
Assessing Labor's negative gearing and CGT proposals
Labor’s proposed negative gearing and capital gains tax changes could have far-reaching impacts on clients, small businesses and the economy. ...
Opinion
Your client data – who has access?
Who has access to your clients’ data? I ask, because it’s occurred to me that really, only the adviser and their support people need to see ident...
Opinion
Get out into the park with your clients
With the increasing use of goals-based planning, advice and investing, it begs the question – isn’t it time the industry moves to a goals-based ap...
