Financial Planners reacting to a report exposing family wealth abuse say that too little is being done to protect financially vulnerable people. Financial Planners have told Financial Planning Today that they have seen clients fall victim to theft and fraud within the family with family members using funds how they see fit. Martin Bamford, Chartered Financial […]
Archives for 2021
63% would pay for ‘personalised’ financial guidance
A new study suggests that 63% of consumers would consider paying a fee for ‘personalised’ financial guidance. The study found that 48% of consumers would pay an upfront fee of £250 for personalised guidance and 27% would be ‘comfortable’ spending £500. About 15% would be willing to pay £1,000 but only a few per […]
63% would pay for ‘personalised’ financial guidance
A new study suggests that 63% of consumers would consider paying a fee for ‘personalised’ financial guidance. The study found that 48% of consumers would pay an upfront fee of £250 for personalised guidance and 27% would be ‘comfortable’ spending £500. About 15% would be willing to pay £1,000 but only a few per […]
Taking Agency Of Your Time For High-Performance Income, Growth, And Advisor Happiness
Financial advisory firm owners face a variety of demands on their time, from working directly with clients, to growing their business, and achieving goals outside of work as well. Trying to address all of these demands can lead owners to feel like they don’t have enough time, their days don’t go as planned, and they […]
Taking Agency Of Your Time For High-Performance Income, Growth, And Advisor Happiness
Financial advisory firm owners face a variety of demands on their time, from working directly with clients, to growing their business, and achieving goals outside of work as well. Trying to address all of these demands can lead owners to feel like they don’t have enough time, their days don’t go as planned, and they […]
NSW business reopening checklist
The moment is upon us! With NSW having surpassed the 70% double vaccination rate, many businesses have conditionally reopened today after months of a grueling lockdown. Better yet, with 80% vaccination rates just around the corner even more opening opportunities and reduced restrictions will be ushered in. Now is the time to get your business […]
NSW business reopening checklist
The moment is upon us! With NSW having surpassed the 70% double vaccination rate, many businesses have conditionally reopened today after months of a grueling lockdown. Better yet, with 80% vaccination rates just around the corner even more opening opportunities and reduced restrictions will be ushered in. Now is the time to get your business […]
How a Company’s Relationship With Its Accounting Firm Changes as It Grows
Companies have different accounting needs at each stage of growth, but having a proactive, strategic partner is always key.
Weekend Reading for Financial Planners (Oct 9-10)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the global financial services industry buzz of the “Pandora Papers”, the latest leak of the so-called “shadow financial system” used by certain ultra-high-net-worth households (including world leaders, other politicians, celebrities, and more), highlighting the ways the system is […]
