1-10 out of 102 results.

Hunter's client focus

Phil Smith – Director and Financial Planner, and Natalie Sullivan – General Manager at Hunter Financial, share their thoughts on their unwavering love for their clients – and getting what needs to be done, done.

Read More

How planners have adapted to social isolation

If you’re in the business of face-to-face advice, the past few months will have significantly changed your daily operations.

Read More

Five common questions clients have about the next six months

As Australia starts to reopen after months in lockdown, national attention has quickly shifted to the economic ramifications of the pandemic. Kate Cowling explores what some of the key client questions are relating to the next six months.

Read More

How to use social media to showcase your expertise

The COVID-19 pandemic has increased the appetite for reliable information and guidance, often delivered via social media.

Read More

Count continues to focus on growth

Count Financial has continued its focus on recruiting quality accounting-led advice firms with the appointment of Chris Burton as a growth-focused PracticeDevelopment Manager.

Read More

How COVID-19 impacted markets

Colonial First State Senior Investment Manager, George Lin, explains how the Coronavirus pandemic affected markets through the quarter to March.

Read More

MAS Wealth confront MND head on

When the Count Charitable Foundation (CCF) approached Andrew Kennedy and advised that a special $10,000 donation could be made to celebrate CCF reaching $1 million in donations this financial year, the decision on where to allocate the funds was an unusually straightforward one for Count’s Chief Advice Officer.

Read More

True community leaders

Shannon Smit, Director at Smart Business Solutions (SBS) in Mornington, thinks big, talks fast and lets us in on why her practice is hitting the high notes – including her incredible fundraising initiatives.

Read More

The planners’ guide to effective remote working

The COVID-19 pandemic has brought unprecedented changes to the work patterns of businesses globally and financial planners certainly aren’t immune. By Kate Cowling.

Read More

Count grows as Affinitas Financial Planning joins

Count has announced that Affinitas Financial Planning has joined the group as its newest Member firm.

Read More

LIKE TO KNOW MORE?