• October 2015

  • Why do we do what we do? Most people who consult us are better off after meeting us then they were beforehand. We believe most people can improve their personal circumstances after an initial meeting with us. It is rare for most people to have their financial affairs completely in order all the time. My […]

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  • About 150,000 people die in Australia every year. It is correct to assure most of these people are elderly, however, unfortunately a large number of people who die number in the thousands do so prematurely. Premature death can be defined as dying before your statistical life expectancy. Currently in Australia, average life expectancy for men […]

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  • Should planners be classified as being either aligned or non-aligned and how would this affect a practices’ claim of ‘independence’? Since the FOFA laws came into force on 1 July 2013, advisors now have to abide by the Best Interest Duty from a client perspective. Therefore whether an advisor is aligned with a product provider […]

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