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Your 2025 Resolution Must Be To: Get Digital Advice & Guidance For Your Business

digital advice and guidance concept

The advice affordability problem is well documented: The majority of Australians know they need advice, albeit they have simple requirements given their financial circumstances, but only a small percentage of the population can actually afford to pay for the rising cost of personal comprehensive (multi-topic) advice. So, what’s being done to solve this problem?: Why…

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2024 Marked a Turning Point for Digital Advice

digital advice solutions concept

The landscape of financial advice is evolving rapidly, and 2024 marked a significant milestone in the adoption of digital advice solutions. With increasing demand for accessible and affordable financial services, accounting firms and financial planners have embraced digital advice as a powerful tool to enhance client offerings and drive business growth. As we step into…

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Accountants should be key providers of financial advice

financial services solution concept

“I’ve been lucky to get some good overtime, but I’m being taxed quite a bit. Should I salary sacrifice into my partner’s super? Debt recycle? Or just stay the course with working, saving, and paying down the mortgage?” This is the kind of question accountants are frequently asked. And naturally so. Accountants are among the…

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Helping those that need it most

Providing estate management concept

In a recently published survey conducted in the US by research house Greenwald Research on behalf of Edelman Financial Engines, there were some interesting insights regarding consumer attitudes to financial advice. I suspect that the results in Australia would be very similar. The survey sampled “affluent” Americans defined as being 45 to 70 with household…

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