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

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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

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How to assist accountants in ways they truly value

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In this third instalment of a special three part series, guest contributor Scott Charlton provides some insights about how to enhance your relationships with accountants. These insights are an extract

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How to make an accountant comfortable about giving you referrals

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In this second instalment of a special three part series, guest contributor Scott Charlton provides some insights about how to make an accountant much more at ease in dealing with

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Fortnum launches new advice company for accountants

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Independently-owned advisory firm Fortnum Financial Group has launched a compelling business coaching and licensing offer for accountants with the firm predicting a wave of practitioners will rush to become licensed

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