knowIT Group acquires Strategy Steps

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With an increasing demand for aged care advice solutions, Louise Biti and Assyat David are pleased to announce the sale of Strategy Steps to knowIT group owned by Wayne Wilson, Wendy Tyberek and Andrew Roberts. This strategic sale allows Louise and Assyat to fully focus on expanding their Aged Care Steps business and will allow […]

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Strategy Steps launches the strategy matrix advice tool

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How does an adviser determine the right advice to give the average Australian? And what are the appropriate advice questions and the strategy considerations? According to the Australian Bureau of Statistics, the average Australian is a 37 year old woman, born in Australia and with both of her parents also born in Australia. She is […]

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Strategy Steps strengthens its team and service offering

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Strategy Steps strengthens its team and service offering Leading financial services group Strategy Steps has strengthened its ability to provide practical strategy opportunities to financial services professionals with the appointment of highly respected technical expert Natasha Panagis. Ms. Panagis takes up the position of Technical Specialist and adds further strength to the Strategy Steps specialist […]

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The tug of war in financial services.

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The attitudes and expectations of clients are leading the change for a new approach to advice and services provided by advisers and fund managers. Clients are increasingly adopting a ‘Do-it-with-me’ rather than a ‘Do-it-for-me’ approach and want greater involvement and control of their finances and portfolio. This is best illustrated by the increasing dominance of […]

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Top quality outsourcing solutions needed for advisers

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To achieve economies of scale dealer groups are rapidly expanding via acquisition ASIC is targeting aggregator licensees to ensure they maintain advice quality Strategy Steps is meeting growing demand for scalable solutions such as outsourcing x A regulator focus on rapidly growing financial planning aggregators and on new training and assessment standards for financial advisers […]

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Leading strategist says ‘member as lender’ borrowing strategy may help SMSFs avoid excess contributions problem

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Financial planners should consider a ‘member as lender’ strategy to help SMSF clients who have contributed up to the limits of the super contribution caps but wish to contribute more to super The cap reduction in the 2009 Federal Budget and incoming means testing will make it more difficult for the over 50s age group […]

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