Australians sacrifice work-life balance to live a better lifestyle

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Australians are working harder than ever before in order to secure a comfortable standard of living but they are sacrificing work-life balance according to a recent survey commissioned by consumer awareness campaign Lifewise.  Lifewise’s recent survey of 1,207 Australians has revealed Australians overwhelmingly value a work-life balance with 76% of respondents recognising it as important

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BT insurance new end-to-end life solutions a success with advisers and dealer groups

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BT Protection Plans have been added to more than 100 approved product lists within dealer groups and the number of advisers the products have doubled since its launch in February 2011 to the independent financial advice market. According to BT Insurance, more than half the applications have been underwritten, and submitted online and over 25% of income

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Niche Marketing and defining your perfect client

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Niche Marketing “When I first started my financial planning business I had a dream of being all things to all people.” “I thought I’d be helping a carpenter on Monday with his income protection, and a doctor on Tuesday with his investment portfolio.” “I set up a fantastic website which contained loads of articles and

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Bridging The Gap: AFA/Tower launch Female Excellence in Advice Award

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The Association of Financial Advisers (AFA), TOWER Australia and the Macquarie Graduate School of Management officially launched the AFA Female Excellence in Advice Award (the Award) in Sydney last night. The Award is designed to encourage more women to consider financial advice as a career, to champion those who excel at it and to take

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AMP Planner Protection Poll: Planners see an increase in mental health disclosure

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The AMP Planner Protection Poll has found that 71 per cent of financial planners polled had seen an increase in the number of clients who disclose a personal history of mental illness. The growing number of financial planners seeing an increase in client disclosure of mental health history reflects the increased incidence and awareness of this health

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