The Great AI Illusion: Are We Mistaking Marketing for Merit?
Consumers are increasingly asking AI who the "best" financial planners are. But how much evidence actually sits behind the answer? A few weeks ago, I started a...
A couple came to see me a while back. He was 65, she was 61. He'd always planned to retire at 65. But when it came down to it, they didn't feel ready. There ...
Read moreConsumers are increasingly asking AI who the "best" financial planners are. But how much evidence actually sits behind the answer? A few weeks ago, I started a...
I’ve sat across the table from Defence members who have spent 20, 30 and sometimes close to 40 years serving Australia. Many expected their transition out ...
Having a baby is a time of enormous change for any family. We examine the implications of becoming a Stay At Home Parent.
As we continue to grow with the support of our clients, it's exciting to be able to give another young superstar a start in our industry.
We consider how the US Election is likely to impact investors and markets
The Financial Standards list of the 50 most influential financial adviser for 2020 are...
Covid does not have to lead you down a path of financial failure. We explain how to change your mindset to set yourself up for financial freedom.
Our very own Samantha Albiez speaks with Jim Stackpool, the Founder of Certainty Advice Group, about the challenges today's financial advisory firms face.
Australians are a generous bunch, as highlighted by a report put out by the Financial Planning Association (FPA) to celebrate this year’s Financial Planning Week theme ‘Gifts that Give’.