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.
Investor Jo continues her journey towards her wealth goals and takes a front row seat as elite money managers from around the globe pitch their investment philosophies. Jo watches the Guardians, three heavyweights of the investment industry, grill the fund managers with important questions to help her make the right decisions for her future. Accompanied by her financial adviser, Jo gains an understanding of how different investment philosophies work in practice, including a disciplined approach with fixed income and investment bonds, a contrarian way of investing in global equities and a focus on commercial property investments.
Follow real life investor Jo’s journey towards giving her kids choices in education and setting up a family holiday home, along with balancing a brand new business. Supported by her financial planner, Jo learns the steps to thinking like an investor should and elite money managers from around the globe share their stories. She also discovers her own investment philosophy through a game developed by leading data scientists. With her investment philosophy mapped out, Jo looks at the philosophies behind a range of investment types, including fixed income investments, global equities and commercial property investments.
Success with investing comes from staying true to your philosophy. Investor Trent continues his journey towards his wealth goals and takes a front row seat as leading money managers from around the globe pitch their investment philosophies. Trent watches on as the Guardians, three heavyweights of the investment industry, ask the fund managers all the big questions to help Trent think like an investor should. Together with his financial adviser, Trent gets a closer insight into contrarian approaches to investing, ethical investing, alternative asset classes and investing in private markets.
Learn to think like an investor to achieve the life of your dreams. Hear from elite money managers around the globe and follow real life investor Trent’s journey towards his dream home and setting his kids up for the future. Supported by his financial planner, Trent finds out how he makes money decisions through a game created by leading data scientists. Equipped with his own investment philosophy, Trent uncovers the philosophies behind different investment types, including contrarian investing, alternative investments and ethical investing.