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2024 Year in Review
2024 Year in Review

‘Twas the night before Christmas, and all through the house, Not a creature was stirring, not even the RBA mouse. While rate cuts abroad brought cheer and delight, Australia sat waiting, holding on tight. As we reflect on 2024, it’s clear the year was shaped by global events, economic resilience, and a series of milestones […]

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A Step Backwards: Lowering Standards in Financial Advice Puts Clients at Risk
A Step Backwards: Lowering Standards in Financial Advice Puts Clients at Risk

As a financial adviser with over 15 years of experience, I’ve witnessed the financial advice profession undergo profound and necessary changes. These reforms, while challenging, were instrumental in raising the industry to a professional standard that inspires trust and delivers better client outcomes. However, the government’s constant tinkering with education and regulatory requirements risks undoing […]

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Financial Advice After Losing A Spouse: Navigating The New Reality
Financial Advice After Losing A Spouse: Navigating The New Reality

by Sheree King Losing a spouse is both emotional and challenging, and widows and widowers often experience a new financial reality that can be overwhelming to navigate alone. Seeking financial advice is essential to help widows and widowers understand their financial situation and make informed decisions. How Getting Financial Advice Can Help A financial advisor […]

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The Power of Business Advisory
The Power of Business Advisory

Do you have ‘pain points’ in your business? Are you so flat out with the day-to-day that you can’t find a way forward? A trusted business advisor can dig deep and find the answers for you.

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