Estate Planning – the responsibilities and the opportunities

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This brief article makes the case for accountants and financial planners to be more actively involved in their clients estate planning. Introduction If there’s one thing that’s certain about the clients that you look after, it’s that they will all die at some stage. How prepared are they for this and more particularly, are their […]

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Former business growth manager of Fortnum Private Wealth moves to business coaching

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Phil Little joins Slipstream Coaching as the organisation’s business coach to high-performing financial planning firms throughout Australia. He joins with over 30 years of experience in financial services, including managing director roles at Henry Financial Group for eight years, and Synergy Financial Services for seven years. His most recent role prior to Slipstream Coaching was […]

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