New Advice Fee Consent Rules – Will Your Clients Consent?

The new advice fee consent rules came into effect from 1 July 2021, but will your clients consent? The new rules require fee recipients to, inter alia, obtain written consent from clients before they can deduct fees from the client’s account, to set out the services...

Drive Stronger Relationships Using Client Experience

Research consistently shows that delivering great client experience drives stronger relationships and this leads to better business outcomes.  Have you ever thought about how your clients’ experiences of using services like Netflix, Apple, Amazon, and Facebook are...

Manage the Client Journey – Foundation Stage

Have you ever thought about how you can successfully manage the client journey from prospect through to an established client who regularly refers new business your way? Because the industry has been undergoing so much change these last few years, it’s natural to...

MyNextAdvice vs AdviserRatings: an AdviserRatings Alternative

This article provides a comparison of MyNextAdvice vs AdviserRatings to help you decide if MyNextAdvice is an AdviserRatings alternative. When putting together this comparison it was necessary to complete an in-depth analysis of data on the AdviserRatings...
Business Insurance Advice

Business Insurance Advice

They say prevention is better than cure. Unfortunately, human nature often means we are not always excellent at preparing for the unexpected. With the cost of doing business becoming an increasing issue for many small business operators in Australia it’s easy to cut corners and try to avoid those costs that seem to offer little or no payback.

Financial Security Advice

Financial Security Advice

As the song says, money makes the world go around, and for some it seems to spin faster than others. As often as we may downplay our desire for money, at least in public, the fact remains that we all want some degree of wealth – even if it is just enough to feel a comfortable feeling of security.

Investing Advice for Beginners

Investing Advice for Beginners

For those starting out on the road to wealth accumulation, the world of investment can seem a very intimidating place. Words like derivatives, bonds, options and leverage can seem confusing at first, and having worked so hard to save your money it’s easy to be fearful of making a wrong decision and seeing it quickly disappear again.

Divorce on a budget

Divorce on a budget

The end of a relationship is a painful experience for all parties involved. The emotional impact can often go beyond the immediate couple to include additional family members and friends. Coping with the trauma can be a trying experience but it’s also important at this stage to make sure you put practical steps in place to sort many of the logistical issues that must be dealt with at this moment in time.

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