Finding the right licence or service to support your practice can be a complex and time consuming process. The No More Practice Marketplace has been developed to assist Financial Planners and Accountants, Dealer Groups and Service Providers align their business goals and build complementary long term relationships.
The Directory showcases the Dealer Groups and Service Providers’ value proposition for you to review and evaluate. Once you have found a Dealer Group or Service Provider you are interested in, simply click on the ‘Make an enquiry’ button and we will arrange a private introduction.
Finding a good property to invest in requires solid quality research. Whilst fear and greed can influence share price movements, unfortunately, it is predominately the emotional connection that people have with property which frequently sways their investment decisions.
Floating rate deposit products are new to the financial advice segment and their appeal is becoming apparent, enabling clients to automatically take advantage of interest rate rises, without having to roll over every 90 days.
The kids have all finished school, the mortgage paid off, there’s plenty of money in the super fund and your client is either approaching retirement or already retired. Over many years we have provided them financial guidance and they pay us well. As Financial Planners these are the clients we love!
Estate Planning is, in many cases, treated by financial planners as an afterthought. But the glaring fact is that 45% of Australians not have a valid Will – this should be seen as an opportunity for Financial Planners to engage on this with their clients and do more.
There is another group of potential clients who are in desperate need of good advice now and have the opportunity to become your high income accumulator and wealthy retiree of the future. These are the Young Family.