Client Insights

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How to teach kids good financial habits

It can be tough knowing the right way to teach kids about money and how it works when finance and payments is such a rapidly changing area. The increasingly digital nature of money means that it’s no longer appropriate just to give a child a piggy bank and pocket money as the main financial lesson […]

19 Apr 2018

The bank of Mum and Dad

From Centuria Group

It’s a recent addition to the lexicon, but this phrase has become widely used and is one that a growing number of Australians can relate to. In this article, Centuria examines the rise of the ‘Bank of Mum and Dad’ and looks at strategies to help your clients avoid dipping into their savings to help […]

27 Mar 2018

Financy Women’s Index shows improvement as #PressforProgress campaign continues momentum for equality

From Financy Women’s Index

Female economic measure finds that Australian women are progressing on jobs, super, pay and education but not on boards. More Australian women are taking advantage of opportunities to progress in the economy by engaging in the workforce in record numbers and making educational decisions that align with higher paying careers, the Financy Women’s Index shows. […]

08 Mar 2018

Ethics and mental health in financial planning

From Zurich Life & Investments Australia

It’s a disturbing statistic. Each year, one in five Australians suffer from a mental illness; it is the third leading cause of disability burden in Australia[1]. Ethical practice underpins the financial planning process, however, there are additional considerations for those clients experiencing mental illness personally or dealing with family members who are. In this article, […]

06 Feb 2018

Family trusts – a growing force in the Australian economy

From Townsends Business & Corporate Lawyers

Family trusts have always been an important structure for business planning, tax planning and estate planning, mainly due to their tax efficiency, asset protection, flexibility and succession possibilities. Increasingly, they are being used for retirement-planning purposes following the Government’s introduction of more measures limiting the ability to make both concessional (up to $25,000 per year) […]

06 Feb 2018

New Year, new financial resolutions

From AMP Capital

With Christmas festivities coming to an end, many of us are now taking to think about new year’s resolutions and goals for 2018. Getting a handle on finances or setting financial goals is often high on the list, however most of us are destined to fail. Recent research by AMP, a leading financial services organisation, has […]

24 Jan 2018

The third layer of defence – portfolio protection

From Perpetual

Australians are living longer and our superannuation system is widely considered one of the best in the world. Logically, people who are living longer should expect to work longer. To be sure, the Australian government wants us to be self-funding for as long as possible, especially with the high medical costs of our latter years […]

16 Jan 2018

Resolutions for a new year

From Centuria Group

As the end of the year rapidly approaches, clients will be planning for 2018. In this article, Centuria looks at ways to encourage clients to build their investments in the year ahead, whatever their longer-term goal. Year end is a time for people to take stock and plan for the year ahead. This often involves […]

14 Dec 2017

Client experience demands will see the end of planner offices closing for Christmas says Mentor Education

From Mentor Education Group

The luxury of financial planners being able to close their offices for the Festive Season (or any extended period these days) have well and truly been dispatched to the pages of history in the new era of delivering exceptional client experience said Mentor Education Group Chairman Dr Jim Taggart. Commenting further Dr Taggart said “Of course […]

11 Dec 2017

Aussies to suffer post purchase blues this silly season

From AMP Capital

A new study from AMP, a leading financial services organisation, has revealed over two-thirds (69 per cent) of Aussies suffer from ‘post-purchase blues’ – the feeling of regret, worry or remorse after purchasing a product or service. With a record $50bn1 expected to be spent this Christmas, the research suggests more and more Aussies could be singing […]

08 Dec 2017