Archive for January 2019

Getting started with your advisory services and maintaining service momentum is one of the great challenges in our profession. How do we offer ongoing advisory services through dynamic board of advice meetings systematically with clients? These board of advice meetings need structure. This structure should start with an agenda of what is to be covered followed by…

Remember the 1980s? Greed was good. Until Paul Keating killed it – it was the era of the long lunch. Technology’s relentless march gained momentum with computerised tax returns and other marvels changing the accounting industry forever. It was also the end of the 100% loanback superannuation fund. Money needed to be invested. Financial planning was emerging…