4 Sep 2024

The Value of Financial Advice in Enhancing Client Wealth

By Jane Purnell

In the ever-evolving financial landscape, the importance of professional financial advice has never been more evident. A recent report by Russell Investments highlights how financial advisers can significantly boost client portfolios, with an estimated annual value add of 5.7%. This figure underscores the multifaceted role that advisers play in safeguarding and growing their clients’ wealth, particularly through behavioural coaching, comprehensive financial planning, and tailored advice. Behavioural Coaching: A Crucial Role in Wealth Preservation One of

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7 Feb 2024

Ensuring Excellence in Financial Advice for Our Clients

By Jane Purnell

Today, we would like to provide you with insights into a critical aspect of our commitment to delivering top-notch financial advice – the registration process for our relevant providers within the Australian financial services landscape. Understanding Your Financial Adviser: A 'relevant provider' is an individual directly involved in offering financial advice to you, our esteemed clients. This includes financial services licensees, authorised representatives, and employees or directors of financial services licensees authorised to provide personal advice

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