Five tips on reviewing an estate plan

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People who have already written a Will shouldn’t view it as a “set and forget” document but should be reminded by their advisers to review and update it regularly, said Anna Hacker, national manager estate planning at Equity Trustees. “It can be tempting to cross “write a Will” off your To-Do list once it’s completed […]

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Save thousands on your home loan with these Top 7 tips

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Home buyers can save thousands of dollars by repaying their home loans more quickly by making extra repayments and using offset accounts, with the head of banking business act., Amanda Watt, who warns borrowers should watch out for some traps on no-frills and fixed home loans which may restrict repayments. Watt recommends the following seven […]

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Hot business tip number 23: Have a marketing plan

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Dismissed by some as too ‘right brain’ or ‘warm and fuzzy’, a marketing plan which complements and supports your overall business plan is now essential for advisers seeking to profitably grow their practice. At a simple level, a marketing plan articulates your target audience(s), your proposition to those audiences, and how you plan to find more […]

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Hot business tip number 22: Optimise your website for mobile

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Did you know that there are more mobile devices in the world than there are people? With the rate of mobile devices growing five times faster than the population, and more than 50% of online searches for your business now done on a mobile device, incorporating mobility into your client-engagement strategy is no longer a […]

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Hot business tip number 21: Make more use of video in your business

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Research by the Forrester Group, found that video content on a particular topic is up to 53 times more likely to be found on page 1 of a Google search than other forms of the same content, making it imperative to consider video as part of any search optimisation program. But the use of video […]

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Hot business tip number 20: Develop a great value proposition

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Consider a few simple questions: Why would a client choose you over another adviser? What is it you do for them that they value and would happily pay for? Why would they keeping coming back to you over the longer term? The answers to these questions are where you will find the seeds of your […]

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Hot business tip number 19: Improve your office environment

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A well laid out office can do wonders for team morale, productiveness, and health and wellbeing. Your office is also a powerful non-verbal message to your clients, saying much about you and your business. In a survey of Australian businesses conducted for Australian office environment specialist Ambius, 72% of respondents considered their office environment as […]

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Hot business tip number 18: Make better use of technology in your business

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In a post FOFA world, efficiency is everything. And Zurich’s own research has told us that – overwhelmingly – advisers see the use of technology, especially mobile technology, as having the most capacity to increase efficiency. Over the course of growing a business it is not uncommon to become reliant on a variety of systems […]

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Hot business tip number 17: Learn from leading advisers

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Zurich has sponsored the AFA Adviser of the Year award for more than a decade, and over that time we have seen some of Australia’s leading advisers involved as nominees and finalists. The award process gives us an unprecedented view of how the profession is evolving and allows us to shine a light on industry […]

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Hot business tip number 16: Set up a Google account

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Most of us use some type of Google product everyday – whether it be their market leading search engine, watching a video on YouTube (Google owned) or finding our way with Google maps. Whilst each of these services can be used ‘anonymously’, increasingly there are major benefits in actually creating your own Google account, allowing […]

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