“With so many conflicted planners operating in this country it is important to have a voice that stands out for those planners who have embraced a model that promotes their clients’ interests.”

By |November 30th, 2015|Categories: What others say|Tags: , , |

Adele Ferguson, Multi Walkley & Logie award winning Fairfax finance journalist.

Time to fire your advisor?

By |November 25th, 2015|Categories: Charter Magazine, Choosing a financial planner, Financial planning, Retirement planning, Self Managed Super Funds|

Disposing of the services of a financial advisor shouldn’t be done after one or two bad patches, but if there is a reason to part ways, then the quickest way is best.