Why do clients engage the services of a financial adviser?

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This question is more interesting than it might seem.  In fact many financial advisers in our industry probably struggle to answer it!  When we meet with our clients we understand that they are not looking to engage (or re-engage) our services because we are nice people (although we like to think we are), and its not because we have the best products available (although we believe we do), and its not because we are good at what we do (although ...

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Investing: It’s not “Chicken or the egg”, it’s “A horse and cart”

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If you’ve ever read or listened to media pertaining to the finance Industry you may have come across the term ‘capital growth’.  Certainly we as financial planners love nothing more than to talk it up in every way imaginable.  But have you ever considered why the value of assets like shares go up and down over time (think Global Financial Crisis)?

Capital growth (or loss) is a by-product of a company’s current and expected profit.  What does that mean?  Well, think ...

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Financial Success For Small Business Owners

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Small business owners face many challenges, from the day-to-day running of their business; to generating sufficient income; to building up the value of their business to provide a significant future nest egg for themselves and their families.

Running a small business can be lonely and stressful. By understanding who can help and how; small business owners can find the guidance and advice they need to start or further their journey along the path to success.

This white paper explains the role a ...

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