All Articles tagged with 'Michael Topper'

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Values as important as goals

From AstuteWheel

Values are as important to clients as goals, according to AstuteWheel, and the evidence is in plain sight. ‘A recent report by the Responsible Investment Association Australasia, for example, reveals

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26 Jun 2024

Innergi joins AdviceInnovation hub

From AdviceInnovation

Following its launch to market last month, AdviceInnovation, the online hub providing innovative solutions for Australian financial advice businesses, welcomes client education and communication solution, innergi, to the group. Innergi

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17 Sep 2014

Innovators band together to provide cutting edge solutions for advisers

From AdviceInnovation

Creators of the AstuteWheel, Hans Egger and Michael Topper, have partnered with other financial services innovators, The Social Adviser, Complete Client Connection, Now Sorted!, 64 Media, and PressDev, to launch

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13 Aug 2014

Young advisers get on board the AstuteWheel

From AstuteWheel

While many young advisers are now degree-qualified, they are seeking more support in the use of soft skills to develop relationships with clients, according to Hans Egger, co-creator of the

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05 Mar 2014

Astute makes financial planning sexy

From Astute Wealth Advice

Client engagement and consistent processes are the key to a successful and thriving financial planning business in the post FoFA world says Astute Wealth Advice director, Hans Egger. Speaking at

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08 Jun 2012

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]