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.
Over the last five years, Australian investors have seen a significant fall in the returns on their cash and term deposit holdings, and in many cases are experiencing negative real returns for the first time. This has created financial stress for many clients, especially retirees who may need to draw on their capital in the short term to maintain their lifestyle.
Australians hold within their portfolios less than half as many bond allocations as their OECD peers. This proportion is even smaller – in the low single digits – for Australian self-managed super fund portfolios. Have we missed something? Or are our investment needs simply different to the rest of the world’s?
I have always seen one of the biggest challenges facing our industry is the need to make what we do, and how we do it, easy to understand and INTERESTING.
While that sounds like a glib statement, it is not. More often than not, most people will tell you that they don’t engage more with their financial future because finance is boring. They only really look to take charge when they have to.
Meet recently retired businesswoman Maria Cook and her financial adviser Rik Arendsen. Together they investigate 3 very different investment opportunities to understand how they might work with Maria's expectations of risk, retirement and financial security.
The popularity of investing in infrastructure has risen significantly over the last few years. New factors are set to drive demand further and we believe it is inevitable that infrastructure will be recognised as its own asset class.
In recent months, financial advisors have been in the spotlight as a result of some poor advice provided by a few bad advisers. This made me think about how my clients see me and what my role is as I provide them with advice.